We are live on ! Find out more
VGLT icon

Vanguard Long-Term Treasury ETF

95 hedge funds and large institutions have $549M invested in Vanguard Long-Term Treasury ETF in 2019 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 29 increasing their positions, 26 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 10

27% more capital invested

Capital invested by funds: $432M → $549M (+$117M)

14% more funds holding

Funds holding: 8395 (+12)

12% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 26

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

3.29% less ownership

Funds ownership: 49.59%46.3% (-3.3%)

Holders
95
Holders Change
+12
Holders Change %
+14.46%
% of All Funds
2.06%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
24
Increased
29
Reduced
26
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$75.3M +$6.56M +83,986 +10%
Ameriprise
2
Ameriprise
Minnesota
$68.2M +$6.65M +85,112 +11%
UBS Group
3
UBS Group
Switzerland
$57.4M -$598K -7,662 -1%
CLOS
4
Compagnie Lombard Odier SCmA
Switzerland
$46.1M -$6.54M -83,719 -13%
Wells Fargo
5
Wells Fargo
California
$39.3M +$24.6M +314,729 +189%
MIM
6
Morningstar Investment Management
Illinois
$20.8M +$19.9M +255,231 New
KeyBank National Association
7
KeyBank National Association
Ohio
$20M +$263K +3,368 +1%
Bank of America
8
Bank of America
North Carolina
$17.8M -$2.81M -35,971 -14%
Jane Street
9
Jane Street
New York
$17.3M -$398K -5,093 -2%
AssetMark Inc
10
AssetMark Inc
California
$14.6M +$14M +179,017 New
AWM
11
AE Wealth Management
Kansas
$13.9M +$7.34M +94,058 +123%
SS
12
Simplicity Solutions
Minnesota
$13.4M +$6.75M +86,507 +111%
FA
13
FDx Advisors
Illinois
$13.2M +$12.6M +161,603 New
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$12.7M -$1.22M -15,582 -9%
UCFA
15
United Capital Financial Advisors
Texas
$10.6M -$460K -5,886 -4%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$10.4M +$8.82M +112,912 +777%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$8.89M +$2.94M +37,600 +53%
CC
18
Cypress Capital
Tennessee
$8.43M -$3.33M -42,593 -29%
Citadel Advisors
19
Citadel Advisors
Florida
$7.79M +$4.79M +61,326 +180%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$6.67M +$5.03M +64,451 +373%
LPL Financial
21
LPL Financial
California
$6.57M +$1.33M +17,048 +27%
CCP
22
Cardan Capital Partners
Colorado
$6.49M +$756K +9,684 +14%
Goldman Sachs
23
Goldman Sachs
New York
$5.86M +$1.59M +20,339 +40%
AG
24
Advisor Group
Arizona
$4.72M +$4.27M +54,642 +1,732%
MNG
25
Manning & Napier Group
New York
$4.67M

VGLT Hedge Fund Activity: Q2 2019 in Review

95 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Treasury ETF (VGLT) for Q2 2019, worth a combined $549M — up 27% from $432M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new VGLT positions and 10 closed out — a net gain of 14 holders — while 29 added to existing stakes and 26 trimmed.

The largest buyer was Wells Fargo, adding an estimated $24.6M. The largest seller was HighTower Advisors, cutting an estimated $7.07M.

  • 95 institutional investors held Vanguard Long-Term Treasury ETF (VGLT) as of Q2 2019, up from 83 in Q1 2019.
  • Funds reported $549M of Vanguard Long-Term Treasury ETF stock for Q2 2019, up 27% quarter-over-quarter.
  • 24 funds opened new Vanguard Long-Term Treasury ETF positions in Q2 2019 and 10 closed out, a net change of +14 holders.
  • The largest Vanguard Long-Term Treasury ETF buyer in Q2 2019 was Wells Fargo, an estimated $24.6M added.
  • The largest Vanguard Long-Term Treasury ETF seller in Q2 2019 was HighTower Advisors, an estimated $7.07M sold.

Based on aggregated 13F filings for Q2 2019.