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Vanguard Long-Term Treasury ETF
VGLT

55 hedge funds and large institutions have $214M invested in Vanguard Long-Term Treasury ETF in 2017 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 30 increasing their positions, 10 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 10

5% more capital invested

Capital invested by funds: $203M → $214M (+$10.9M)

4.94% more ownership

Funds ownership: 35.3% → 40.24% (+4.9%)

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

2% less funds holding

Funds holding: 56 → 55 (-1)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
55
Holders Change
-1
Holders Change %
-1.79%
% of All Funds
1.37%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
8
Increased
30
Reduced
10
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$6.63M
2
Jane Street
Jane Street
New York
+$6.08M
3
LPL Financial
LPL Financial
California
+$3.73M
4
Ameriprise
Ameriprise
Minnesota
+$2.58M
5
UBS Group
UBS Group
Switzerland
+$1.82M

Top Sellers

1
SCA
Stuart Chaussee & Associates
California
-$10.2M
2
SS
Simplicity Solutions
Minnesota
-$2.65M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.92M
4
Creative Planning
Creative Planning
Kansas
-$1.14M
5
ACM
Aviance Capital Management
Florida
-$1.03M
Name Holding Trade Value Shares
Change 		Change in
Stake
CLOS
1
Compagnie Lombard Odier SCmA
Switzerland
$21.6M +$274K +3,537 +1%
Ameriprise
2
Ameriprise
Minnesota
$20.3M +$2.58M +33,281 +14%
Morgan Stanley
3
Morgan Stanley
New York
$20.2M +$6.63M +85,580 +48%
LFA
4
Landmark Financial Advisors
Kentucky
$17.7M +$788K +10,179 +5%
Wells Fargo
5
Wells Fargo
California
$16.5M +$71.5K +923 +0.4%
CIA
6
Choate Investment Advisors
Massachusetts
$13.8M +$1.57M +20,248 +13%
Bank of America
7
Bank of America
North Carolina
$10.2M -$810K -10,465 -7%
UCFA
8
United Capital Financial Advisors
Texas
$9M +$87.4K +1,129 +1%
WI
9
WBI Investments
New Jersey
$7.85M +$1.5M +19,375 +23%
KeyBank National Association
10
KeyBank National Association
Ohio
$7.74M +$217K +2,801 +3%
Jane Street
11
Jane Street
New York
$6.45M +$6.08M +78,524 +1,464%
ACM
12
Aviance Capital Management
Florida
$6.44M -$1.03M -13,321 -14%
RMC
13
Regis Management Company
California
$6.32M +$141K +1,820 +2%
UBS Group
14
UBS Group
Switzerland
$6.06M +$1.82M +23,548 +43%
Creative Planning
15
Creative Planning
Kansas
$5.89M -$1.14M -14,736 -16%
LPL Financial
16
LPL Financial
California
$5.67M +$3.73M +48,181 +189%
FEG
17
Financial Enhancement Group
Indiana
$4.91M +$403K +5,207 +9%
AWM
18
AE Wealth Management
Kansas
$4.16M +$673K +8,693 +19%
Truist Financial
19
Truist Financial
North Carolina
$2.51M +$386K +4,991 +18%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$2.2M +$782K +10,099 +54%
SAS
21
Sage Advisory Services
Texas
$2.03M +$744K +9,615 +57%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$1.93M -$1.92M -24,828 -50%
Fidelity Investments
23
Fidelity Investments
Massachusetts
$1.8M +$715K +9,230 +65%
VCM
24
Versant Capital Management
Arizona
$1.7M -$88.4K -1,142 -5%
PFT
25
Providence First Trust
Arizona
$1.47M +$310 +4 +0%
1
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VGLT Hedge Fund Activity: Q3 2017 in Review

55 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Treasury ETF (VGLT) for Q3 2017, worth a combined $214M — up 5.3% from $203M a quarter earlier.

Fund positioning in VGLT was balanced in Q3 2017: 8 funds opened new positions, 8 closed out, 30 added to existing stakes and 10 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $6.63M. The largest seller was Stuart Chaussee & Associates, exiting entirely with an estimated $10.2M sold.

  • 55 institutional investors held Vanguard Long-Term Treasury ETF (VGLT) as of Q3 2017, down from 56 in Q2 2017.
  • Funds reported $214M of Vanguard Long-Term Treasury ETF stock for Q3 2017, up 5.3% quarter-over-quarter.
  • 8 funds opened new Vanguard Long-Term Treasury ETF positions in Q3 2017 and 8 closed out, a net change of 0 holders.
  • The largest Vanguard Long-Term Treasury ETF buyer in Q3 2017 was Morgan Stanley, an estimated $6.63M added.
  • The largest Vanguard Long-Term Treasury ETF seller in Q3 2017 was Stuart Chaussee & Associates, an estimated $10.2M sold.

Based on aggregated 13F filings for Q3 2017.