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Vanguard Long-Term Treasury ETF

408 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 87 funds opening new positions, 154 increasing their positions, 126 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

185% more call options, than puts

Call options by funds: $12.1M | Put options by funds: $4.27M

22% more repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 126

12% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 78

0% more funds holding in top 10

Funds holding in top 10: 2828 (0)

0% less funds holding

Funds holding: 409408 (-1)

8.25% less ownership

Funds ownership: 71.94%63.69% (-8.3%)

41% less capital invested

Capital invested by funds: $10.7B → $6.27B (-$4.41B)

Holders
408
Holders Change
-1
Holders Change %
-0.24%
% of All Funds
5.37%
Holding in Top 10
28
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.37%
New
87
Increased
154
Reduced
126
Closed
78
Calls
$12.1M
Puts
$4.27M
Net Calls
+$7.88M
Net Calls Change
+$23.4M
Name Holding Trade Value Shares
Change
Change in
Stake
OFG
201
Orcam Financial Group
California
$1.11M +$41.8K +722 +4%
SAI
202
Savvy Advisors Inc
New York
$1.1M +$850K +14,666 +286%
BIA
203
Barry Investment Advisors
Massachusetts
$1.07M +$1.12M +19,325 New
WJA
204
Willis Johnson & Associates
Texas
$1.06M -$159K -2,736 -13%
CAM
205
Cresset Asset Management
Illinois
$1.05M -$6.31M -108,924 -85%
LWAM
206
Legacy Wealth Asset Management
Minnesota
$1.05M +$24.9K +430 +2%
AWM
207
Axxcess Wealth Management
California
$1.04M +$406K +7,005 +59%
PCIA
208
Prime Capital Investment Advisors
Kansas
$1.03M -$141K -2,432 -12%
WCWM
209
Wooster Corthell Wealth Management
Connecticut
$1.02M -$898K -15,499 -46%
NB
210
Nicolet Bankshares
Wisconsin
$1.01M -$161K -2,772 -13%
CFO
211
Collective Family Office
Pennsylvania
$952K +$502K +8,669 +102%
CIM
212
Cambria Investment Management
California
$947K -$80.3K -1,386 -7%
AP
213
Aspect Partners
Virginia
$904K +$464K +8,003 +96%
RCA
214
Ranch Capital Advisors
Florida
$889K -$1.87M -32,295 -67%
Creative Planning
215
Creative Planning
Kansas
$820K +$169K +2,913 +24%
CWM
216
Centurion Wealth Management
Virginia
$800K +$449K +7,743 +115%
SWG
217
Summit Wealth Group
Vermont
$786K -$247K -4,259 -23%
NG
218
Novem Group
New York
$775K +$811K +14,000 New
WA
219
WBH Advisory
Maryland
$762K +$580K +10,012 +267%
ACM
220
AlphaStar Capital Management
North Carolina
$745K +$780K +13,462 New
RIG
221
RiverFront Investment Group
Virginia
$742K +$114K +1,960 +17%
AIM
222
Advyzon Investment Management
Illinois
$741K +$776K +13,393 New
HP
223
Holistic Planning
Texas
$741K +$776K +13,393 New
LCC
224
Lincoln Capital Corp
Rhode Island
$735K -$7.65M -131,931 -91%
IAIM
225
International Assets Investment Management
Florida
$715K +$748K +12,900 New

VGLT Hedge Fund Activity: Q4 2024 in Review

408 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Treasury ETF (VGLT) for Q4 2024, worth a combined $6.27B — down 41% from $10.7B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new VGLT positions and 78 closed out — a net gain of 9 holders — while 154 added to existing stakes and 126 trimmed.

The largest buyer was Annex Advisory Services, opening a new position worth an estimated $150M. The largest seller was JP Morgan Chase, cutting an estimated $2.5B.

  • 408 institutional investors held Vanguard Long-Term Treasury ETF (VGLT) as of Q4 2024, down from 409 in Q3 2024.
  • Funds reported $6.27B of Vanguard Long-Term Treasury ETF stock for Q4 2024, down 41% quarter-over-quarter.
  • 87 funds opened new Vanguard Long-Term Treasury ETF positions in Q4 2024 and 78 closed out, a net change of +9 holders.
  • The largest Vanguard Long-Term Treasury ETF buyer in Q4 2024 was Annex Advisory Services, an estimated $150M added.
  • The largest Vanguard Long-Term Treasury ETF seller in Q4 2024 was JP Morgan Chase, an estimated $2.5B sold.

Based on aggregated 13F filings for Q4 2024.