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Vanguard Long-Term Treasury ETF
VGLT

Overview Fund Activity

285 hedge funds and large institutions have $4.02B invested in Vanguard Long-Term Treasury ETF in 2023 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 131 increasing their positions, 62 reducing their positions, and 30 closing their positions.

Holders
285
Holders Change
+33
Holders Change %
+13.1%
% of All Funds
4.5%
Holding in Top 10
21
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+40%
% of All Funds
0.33%
New
65
Increased
131
Reduced
62
Closed
30
Calls
$6.25M
Puts
$13.6M
Net Calls
-$7.34M
Net Calls Change
-$8.73M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$221M
2
Charles Schwab
2
Charles Schwab
California
$170M
3
VOYA Investment Management
3
VOYA Investment Management
Georgia
$108M
4
ETC
4
Exchange Traded Concepts
Oklahoma
$69.4M
5
BPA
5
Beacon Pointe Advisors
California
$53.8M

Top Sellers

1
PCIA
1
Prime Capital Investment Advisors
Kansas
$419K
2
SWG
2
Summit Wealth Group
Vermont
$566K
3
MIM
3
Morningstar Investment Management
Illinois
$22.3M
4
GIA
4
Gladstone Institutional Advisory
Florida
$0
5
TI
5
Tidal Investments
Wisconsin
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Ameriprise
1
Ameriprise
Minnesota
$563M 9,251,411 +551,620 +6%
Bank of America
2
Bank of America
North Carolina
$328M 5,158,076 +248,934 +5%
Morgan Stanley
3
Morgan Stanley
New York
$321M 5,046,148 +43,441 +0.9%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$221M 3,477,248 +3,095,592 +811%
NSLI
5
Nan Shan Life Insurance
Taiwan
$195M 3,063,500 – –
Charles Schwab
6
Charles Schwab
California
$170M 2,682,434 +2,682,434 New
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$168M 2,651,723 +376,737 +17%
MG
8
Mather Group
Illinois
$134M 2,102,786 +619,898 +42%
Citigroup
9
Citigroup
New York
$109M 1,722,058 +102,708 +6%
VOYA Investment Management
10
VOYA Investment Management
Georgia
$108M 1,706,903 +1,706,903 New
Wells Fargo
11
Wells Fargo
California
$90.8M 1,429,125 +408,764 +40%
SHGA
12
Sand Hill Global Advisors
California
$73.6M 1,158,964 +334,823 +41%
ETC
13
Exchange Traded Concepts
Oklahoma
$69.4M 1,092,760 +1,088,900 +28,210%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$67.8M 1,067,593 +26,443 +3%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$61M 960,610 +706,595 +278%
UBS Group
16
UBS Group
Switzerland
$59.5M 937,238 +114,037 +14%
QCM
17
Quadratic Capital Management
Connecticut
$54.4M 858,152 -221,766 -21%
BPA
18
Beacon Pointe Advisors
California
$53.8M 846,500 +846,500 New
JPG
19
Jordan Park Group
California
$53.1M 835,720 -50,217 -6%
CCWA
20
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$52.9M 833,422 +72,022 +9%
AssetMark Inc
21
AssetMark Inc
California
$52.5M 826,748 -177,846 -18%
MERSOM
22
Municipal Employees' Retirement System of Michigan
Michigan
$48.8M 768,330 +533,249 +227%
CA
23
Cambridge Associates
Massachusetts
$46.9M 738,511 +57,278 +8%
LMIM
24
Lockheed Martin Investment Management
Maryland
$42.6M 670,000 – –
CWM
25
Comprehensive Wealth Management
Washington
$41.2M 648,286 +648,286 New
1
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