VGLT icon

Vanguard Long-Term Treasury ETF
VGLT

Overview Fund Activity

404 hedge funds and large institutions have $6.27B invested in Vanguard Long-Term Treasury ETF in 2024 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 154 increasing their positions, 125 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
404
Holders Change
-4
Holders Change %
-0.98%
% of All Funds
5.38%
Holding in Top 10
28
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.37%
New
84
Increased
154
Reduced
125
Closed
78
Calls
$12.1M
Puts
$4.27M
Net Calls
+$7.88M
Net Calls Change
+$23.4M

Top Buyers

1
AAS
Annex Advisory Services
Wisconsin
$144M
2
NL
NEPC LLC
Massachusetts
$336M
3
BI
Bramshill Investments
Florida
$59.5M
4
Empower Advisory Group
Empower Advisory Group
Colorado
$594M
5
QC
Quadrature Capital
United Kingdom
$26.5M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$78.4M
2
Bank of America
Bank of America
North Carolina
$552M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$33.2M
4
Charles Schwab
Charles Schwab
California
$0
5
CCWM
Cassaday & Co Wealth Management
Virginia
$170M
Name Holding Trade Value Shares
Change 		Shares
Change %
OFG
201
Orcam Financial Group
California
$1.11M +$40K +722 +4%
SAI
202
Savvy Advisors Inc
New York
$1.1M +$812K +14,666 +286%
BIA
203
Barry Investment Advisors
Massachusetts
$1.07M +$1.07M +19,325 New
WJA
204
Willis Johnson & Associates
Texas
$1.06M -$151K -2,736 -13%
CAM
205
Cresset Asset Management
Illinois
$1.05M -$6.03M -108,924 -85%
LWAM
206
Legacy Wealth Asset Management
Minnesota
$1.05M +$23.8K +430 +2%
AWM
207
Axxcess Wealth Management
California
$1.04M +$388K +7,005 +59%
PCIA
208
Prime Capital Investment Advisors
Kansas
$1.03M -$135K -2,432 -12%
WCWM
209
Wooster Corthell Wealth Management
Connecticut
$1.02M -$858K -15,499 -46%
NB
210
Nicolet Bankshares
Wisconsin
$1.01M -$153K -2,772 -13%
CFO
211
Collective Family Office
Pennsylvania
$952K +$480K +8,669 +102%
CIM
212
Cambria Investment Management
California
$947K -$76.7K -1,386 -7%
AP
213
Aspect Partners
Virginia
$904K +$443K +8,003 +96%
RCA
214
Ranch Capital Advisors
Florida
$889K -$1.79M -32,295 -67%
Creative Planning
215
Creative Planning
Kansas
$820K +$161K +2,913 +24%
CWM
216
Centurion Wealth Management
Virginia
$800K +$429K +7,743 +115%
SWG
217
Summit Wealth Group
Vermont
$786K -$236K -4,259 -23%
NG
218
Novem Group
New York
$775K +$775K +14,000 New
WA
219
WBH Advisory
Maryland
$762K +$554K +10,012 +267%
ACM
220
AlphaStar Capital Management
North Carolina
$745K +$745K +13,462 New
RIG
221
RiverFront Investment Group
Virginia
$742K +$108K +1,960 +17%
HP
222
Holistic Planning
Texas
$741K +$741K +13,393 New
AIM
223
Advyzon Investment Management
Illinois
$741K +$741K +13,393 New
LCC
224
Lincoln Capital Corp
Rhode Island
$735K -$7.3M -131,931 -91%
IAIM
225
International Assets Investment Management
Florida
$715K +$715K +12,900 New
7 8
9
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