Vanguard Long-Term Treasury ETF
VGLT
142 hedge funds and large institutions have $1.04B invested in Vanguard Long-Term Treasury ETF in 2021 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 59 increasing their positions, 35 reducing their positions, and 23 closing their positions.
69% more repeat investments, than reductions
Existing positions increased: 59 | Existing positions reduced: 35
43% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 23
8% more funds holding
Funds holding: 132 → 142 (+10)
1.3% more ownership
Funds ownership: 49.52% → 50.82% (+1.3%)
3% more call options, than puts
Call options by funds: $613K | Put options by funds: $596K
13% less capital invested
Capital invested by funds: $1.2B → $1.04B (-$152M)
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$67.9M |
| 2 |
FDCDDQ
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
+$36.5M |
| 3 |
JP Morgan Chase
New York
|
+$25.6M |
| 4 |
LMIM
Lockheed Martin Investment Management
Bethesda,
Maryland
|
+$17M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$15M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$70.5M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$69.5M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$35.8M |
| 4 |
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
-$27.2M |
| 5 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
-$21.8M |
VGLT Hedge Fund Activity: Q1 2021 in Review
142 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Treasury ETF (VGLT) for Q1 2021, worth a combined $1.04B — down 13% from $1.2B a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new VGLT positions and 23 closed out — a net gain of 10 holders — while 59 added to existing stakes and 35 trimmed.
The largest buyer was LPL Financial, adding an estimated $67.9M. The largest seller was Bank of Montreal, cutting an estimated $70.5M.
- 142 institutional investors held Vanguard Long-Term Treasury ETF (VGLT) as of Q1 2021, up from 132 in Q4 2020.
- Funds reported $1.04B of Vanguard Long-Term Treasury ETF stock for Q1 2021, down 13% quarter-over-quarter.
- 33 funds opened new Vanguard Long-Term Treasury ETF positions in Q1 2021 and 23 closed out, a net change of +10 holders.
- The largest Vanguard Long-Term Treasury ETF buyer in Q1 2021 was LPL Financial, an estimated $67.9M added.
- The largest Vanguard Long-Term Treasury ETF seller in Q1 2021 was Bank of Montreal, an estimated $70.5M sold.
Based on aggregated 13F filings for Q1 2021.