We are live on ! Find out more
VGLT icon

Vanguard Long-Term Treasury ETF

25 hedge funds and large institutions have $84.5M invested in Vanguard Long-Term Treasury ETF in 2014 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 13 increasing their positions, 1 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,200% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 1

300% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 2

60% more capital invested

Capital invested by funds: $52.7M → $84.5M (+$31.7M)

32% more funds holding

Funds holding: 1925 (+6)

Holders
25
Holders Change
+6
Holders Change %
+31.58%
% of All Funds
0.73%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
8
Increased
13
Reduced
1
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$29M +$3.77M +52,537 +15%
UCFA
2
United Capital Financial Advisors
Texas
$16.2M +$4.54M +63,208 +39%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$16.1M +$4.48M +62,380 +39%
Wells Fargo
4
Wells Fargo
California
$8.32M +$7.64M +106,416 +1,246%
VAM
5
Visionary Asset Management
Texas
$6.39M +$6.33M +88,254 New
Jane Street
6
Jane Street
New York
$2.69M +$971K +13,529 +57%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$1.07M +$525K +7,315 +98%
VKH
8
Virtu KCG Holdings
New York
$1.06M +$724K +10,090 +221%
PI
9
Placemark Investments
Illinois
$872K +$865K +12,057 New
U
10
UBS
Switzerland
$729K +$68.2K +950 +10%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$574K +$269K +3,752 +90%
LPL Financial
12
LPL Financial
California
$365K +$123K +1,716 +53%
MFS
13
MSI Financial Services
Massachusetts
$277K +$8.25K +115 +3%
PNC
14
Park National Corp
Ohio
$269K
Morgan Stanley
15
Morgan Stanley
New York
$243K +$31.2K +435 +15%
WCM
16
Wealthcare Capital Management
Virginia
$120K
DSC
17
Duncker Streett & Co
Missouri
$76K +$75.4K +1,050 New
IFA
18
Interactive Financial Advisors
Illinois
$33K +$12K +167 +58%
PAG
19
Private Advisor Group
New Jersey
$16K +$16.3K +227 New
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$15K +$14.6K +203 New
TRCT
21
Tower Research Capital (TRC)
New York
$7K -$42.8K -596 -86%
Citigroup
22
Citigroup
New York
$7K +$7.11K +99 New
Creative Planning
23
Creative Planning
Kansas
$3K +$3.3K +46 New
Ameriprise
24
Ameriprise
Minnesota
$2K
GSC
25
Ground Swell Capital
South Carolina
$1K +$861 +12 New

VGLT Hedge Fund Activity: Q3 2014 in Review

25 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Treasury ETF (VGLT) for Q3 2014, worth a combined $84.5M — up 60% from $52.7M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new VGLT positions and 2 closed out — a net gain of 6 holders — while 13 added to existing stakes and 1 trimmed.

The largest buyer was Wells Fargo, adding an estimated $7.64M. The largest seller was Tower Research Capital (TRC), cutting an estimated $42.8K.

  • 25 institutional investors held Vanguard Long-Term Treasury ETF (VGLT) as of Q3 2014, up from 19 in Q2 2014.
  • Funds reported $84.5M of Vanguard Long-Term Treasury ETF stock for Q3 2014, up 60% quarter-over-quarter.
  • 8 funds opened new Vanguard Long-Term Treasury ETF positions in Q3 2014 and 2 closed out, a net change of +6 holders.
  • The largest Vanguard Long-Term Treasury ETF buyer in Q3 2014 was Wells Fargo, an estimated $7.64M added.
  • The largest Vanguard Long-Term Treasury ETF seller in Q3 2014 was Tower Research Capital (TRC), an estimated $42.8K sold.

Based on aggregated 13F filings for Q3 2014.