VGLT icon

Vanguard Long-Term Treasury ETF
VGLT

Overview Fund Activity

291 hedge funds and large institutions have $4.66B invested in Vanguard Long-Term Treasury ETF in 2023 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 128 increasing their positions, 84 reducing their positions, and 49 closing their positions.

Holders
291
Holders Change
+6
Holders Change %
+2.11%
% of All Funds
4.64%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.35%
New
58
Increased
128
Reduced
84
Closed
49
Calls
$11.5M
Puts
$6.47M
Net Calls
+$4.99M
Net Calls Change
+$12.3M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$1.1B
2
Ameriprise
2
Ameriprise
Minnesota
$712M
3
Morgan Stanley
3
Morgan Stanley
New York
$394M
4
NL
4
NEPC LLC
Massachusetts
$67.3M
5
Comerica Bank
5
Comerica Bank
Texas
$65.2M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$48.8M
2
ETC
2
Exchange Traded Concepts
Oklahoma
$0
3
LMIM
3
Lockheed Martin Investment Management
Maryland
$7.86M
4
AssetMark Inc
4
AssetMark Inc
California
$14.3M
5
SHGA
5
Sand Hill Global Advisors
California
$36.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$1.1B 19,747,615 +14,589,539 +283%
Ameriprise
2
Ameriprise
Minnesota
$712M 13,008,198 +3,756,787 +41%
Morgan Stanley
3
Morgan Stanley
New York
$394M 7,099,115 +2,052,967 +41%
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$175M 3,144,894 +493,171 +19%
NSLI
5
Nan Shan Life Insurance
Taiwan
$170M 3,063,500 – –
Charles Schwab
6
Charles Schwab
California
$158M 2,846,931 +164,497 +6%
MG
7
Mather Group
Illinois
$124M 2,226,101 +123,315 +6%
VOYA Investment Management
8
VOYA Investment Management
Georgia
$102M 1,845,152 +138,249 +8%
Wells Fargo
9
Wells Fargo
California
$81.5M 1,468,554 +39,429 +3%
Citigroup
10
Citigroup
New York
$78M 1,405,247 -316,811 -18%
NL
11
NEPC LLC
Massachusetts
$67.3M 1,211,900 +1,211,900 New
Comerica Bank
12
Comerica Bank
Texas
$65.2M 1,175,015 +1,175,015 New
BPA
13
Beacon Pointe Advisors
California
$61M 1,099,091 +252,591 +30%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$60.7M 1,093,323 +25,730 +2%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$60.2M 1,083,706 +123,096 +13%
UBS Group
16
UBS Group
Switzerland
$57.8M 1,040,599 +103,361 +11%
CCWA
17
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$50.7M 913,498 +80,076 +10%
CA
18
Cambridge Associates
Massachusetts
$50.7M 912,595 +174,084 +24%
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$48.8M 879,848 -2,597,400 -75%
MERSOM
20
Municipal Employees' Retirement System of Michigan
Michigan
$45.8M 825,127 +56,797 +7%
JPG
21
Jordan Park Group
California
$41.9M 754,727 -80,993 -10%
LPL Financial
22
LPL Financial
California
$40.2M 724,084 +170,342 +31%
SHGA
23
Sand Hill Global Advisors
California
$36.5M 658,378 -500,586 -43%
AWM
24
AE Wealth Management
Kansas
$34.7M 625,726 +6,047 +1%
QCM
25
Quadratic Capital Management
Connecticut
$33.6M 607,460 -250,692 -29%
1
2 3 4 5