We are live on ! Find out more
VGLT icon

Vanguard Long-Term Treasury ETF
VGLT

71 hedge funds and large institutions have $286M invested in Vanguard Long-Term Treasury ETF in 2017 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 28 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

320% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 5

300% more funds holding in top 10

Funds holding in top 10: 1 → 4 (+3)

100% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 14

34% more capital invested

Capital invested by funds: $214M → $286M (+$71.8M)

29% more funds holding

Funds holding: 55 → 71 (+16)

11.96% more ownership

Funds ownership: 40.24% → 52.2% (+12%)

Holders
71
Holders Change
+16
Holders Change %
+29.09%
% of All Funds
1.61%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.09%
New
21
Increased
28
Reduced
14
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HA
Hays Advisory
Tennessee
+$25.1M
2
CLOS
Compagnie Lombard Odier SCmA
Switzerland
+$21.1M
3
ACM
AlphaStar Capital Management
North Carolina
+$10.5M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$9.74M
5
FFM
Fullerton Fund Management
Singapore
+$4.58M

Top Sellers

1
WI
WBI Investments
New Jersey
-$7.85M
2
Jane Street
Jane Street
New York
-$6.45M
3
Wells Fargo
Wells Fargo
California
-$3.75M
4
FEG
Financial Enhancement Group
Indiana
-$3.15M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.93M
Name Holding Trade Value Shares
Change 		Change in
Stake
CLOS
1
Compagnie Lombard Odier SCmA
Switzerland
$43.1M +$21.1M +272,383 +97%
HA
2
Hays Advisory
Tennessee
$25.4M +$25.1M +325,059 New
Ameriprise
3
Ameriprise
Minnesota
$22M +$1.34M +17,341 +7%
Morgan Stanley
4
Morgan Stanley
New York
$21.4M +$926K +11,981 +5%
LFA
5
Landmark Financial Advisors
Kentucky
$19.1M +$1.08M +14,002 +6%
CIA
6
Choate Investment Advisors
Massachusetts
$16M +$2.04M +26,429 +15%
Wells Fargo
7
Wells Fargo
California
$13M -$3.75M -48,548 -23%
ACM
8
AlphaStar Capital Management
North Carolina
$10.7M +$10.5M +135,673 New
Bank of America
9
Bank of America
North Carolina
$10M -$268K -3,466 -3%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$9.83M +$9.74M +126,085 New
UCFA
11
United Capital Financial Advisors
Texas
$9.29M +$155K +2,001 +2%
KeyBank National Association
12
KeyBank National Association
Ohio
$8M +$154K +1,994 +2%
UBS Group
13
UBS Group
Switzerland
$7.46M +$1.3M +16,820 +21%
RMC
14
Regis Management Company
California
$6.46M +$46.4K +600 +0.7%
ACM
15
Aviance Capital Management
Florida
$5.48M -$1.04M -13,426 -16%
Creative Planning
16
Creative Planning
Kansas
$5.28M -$688K -8,901 -12%
AWM
17
AE Wealth Management
Kansas
$4.8M +$577K +7,471 +14%
FFM
18
Fullerton Fund Management
Singapore
$4.63M +$4.58M +59,300 New
SS
19
Simplicity Solutions
Minnesota
$4.4M +$4.36M +56,426 New
LPL Financial
20
LPL Financial
California
$4.36M -$1.37M -17,755 -24%
Bank of Montreal
21
Bank of Montreal
Ontario, Canada
$2.96M +$2.93M +37,900 New
Wolverine Trading
22
Wolverine Trading
Illinois
$2.85M +$2.32M +29,986 +458%
Truist Financial
23
Truist Financial
North Carolina
$2.63M +$78K +1,009 +3%
UBS AM
24
UBS AM
Illinois
$2.55M +$2.53M +32,732 New
Fidelity Investments
25
Fidelity Investments
Massachusetts
$2.18M +$348K +4,499 +19%
1
2 3

VGLT Hedge Fund Activity: Q4 2017 in Review

71 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Treasury ETF (VGLT) for Q4 2017, worth a combined $286M — up 34% from $214M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new VGLT positions and 5 closed out — a net gain of 16 holders — while 28 added to existing stakes and 14 trimmed.

The largest buyer was Hays Advisory, opening a new position worth an estimated $25.1M. The largest seller was WBI Investments, exiting entirely with an estimated $7.85M sold.

  • 71 institutional investors held Vanguard Long-Term Treasury ETF (VGLT) as of Q4 2017, up from 55 in Q3 2017.
  • Funds reported $286M of Vanguard Long-Term Treasury ETF stock for Q4 2017, up 34% quarter-over-quarter.
  • 21 funds opened new Vanguard Long-Term Treasury ETF positions in Q4 2017 and 5 closed out, a net change of +16 holders.
  • The largest Vanguard Long-Term Treasury ETF buyer in Q4 2017 was Hays Advisory, an estimated $25.1M added.
  • The largest Vanguard Long-Term Treasury ETF seller in Q4 2017 was WBI Investments, an estimated $7.85M sold.

Based on aggregated 13F filings for Q4 2017.