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Vanguard Long-Term Treasury ETF

252 hedge funds and large institutions have $3.12B invested in Vanguard Long-Term Treasury ETF in 2023 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 114 increasing their positions, 57 reducing their positions, and 37 closing their positions.

Holders
252
Holders Change
+16
Holders Change %
+6.78%
% of All Funds
4.03%
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.24%
New
59
Increased
114
Reduced
57
Closed
37
Calls
$7.39M
Puts
$6M
Net Calls
+$1.39M
Net Calls Change
-$2.3M
Name Market Value Shares Shares
Change
Shares
Change %
Ameriprise
1
Ameriprise
Minnesota
$574M 8,699,791 +2,154,964 +33%
Morgan Stanley
2
Morgan Stanley
New York
$328M 5,002,707 -447,711 -8%
Bank of America
3
Bank of America
North Carolina
$322M 4,909,142 -2,520,648 -34%
NSLI
4
Nan Shan Life Insurance
Taiwan
$201M 3,063,500
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$149M 2,274,986 +2,274,986 New
Citigroup
6
Citigroup
New York
$106M 1,619,350 +54,137 +3%
MG
7
Mather Group
Illinois
$97.1M 1,482,888 +165,667 +13%
QCM
8
Quadratic Capital Management
Connecticut
$70.6M 1,079,918 +650,835 +152%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$68.2M 1,041,150 +943,093 +962%
Wells Fargo
10
Wells Fargo
California
$66.8M 1,020,361 +192,947 +23%
AssetMark Inc
11
AssetMark Inc
California
$65.8M 1,004,594 +71,849 +8%
JPG
12
Jordan Park Group
California
$58M 885,937 +885,937 New
SHGA
13
Sand Hill Global Advisors
California
$54M 824,141 +90,890 +12%
UBS Group
14
UBS Group
Switzerland
$53.9M 823,201 +195,918 +31%
PCIA
15
Prime Capital Investment Advisors
Kansas
$50M 763,822 +763,822 New
CCWA
16
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$49.9M 761,400 +761,400 New
MIM
17
Morningstar Investment Management
Illinois
$46M 702,445 +106,023 +18%
CA
18
Cambridge Associates
Massachusetts
$44.6M 681,233 +105,420 +18%
LMIM
19
Lockheed Martin Investment Management
Maryland
$43.9M 670,000 -30,000 -4%
AWM
20
AE Wealth Management
Kansas
$37.7M 576,072 -73,934 -11%
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
$25M 381,656 +191,400 +101%
LPL Financial
22
LPL Financial
California
$24.1M 368,435 +62,821 +21%
HW
23
Hamilton Wealth
California
$22.3M 340,801 +13,683 +4%
CCA
24
Checchi Capital Advisers
California
$21.7M 331,881 +22,185 +7%
AA
25
Advisory Alpha
Michigan
$21.6M 329,846 +6,654 +2%