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Vanguard Long-Term Treasury ETF
VGLT

Overview Fund Activity

352 hedge funds and large institutions have $8.4B invested in Vanguard Long-Term Treasury ETF in 2023 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 159 increasing their positions, 76 reducing their positions, and 37 closing their positions.

Holders
352
Holders Change
+61
Holders Change %
+20.96%
% of All Funds
5.16%
Holding in Top 10
31
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+40.91%
% of All Funds
0.45%
New
100
Increased
159
Reduced
76
Closed
37
Calls
$26.9M
Puts
$5.26M
Net Calls
+$21.7M
Net Calls Change
+$16.7M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$805M
2
Morgan Stanley
2
Morgan Stanley
New York
$1.04B
3
Empower Advisory Group
3
Empower Advisory Group
Colorado
$504M
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$348M
5
Bank of America
5
Bank of America
North Carolina
$1.37B

Top Sellers

1
LWM
1
Liberty Wealth Management
California
$2.5M
2
M&T Bank
2
M&T Bank
New York
$521K
3
BPA
3
Beacon Pointe Advisors
California
$51.3M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$4.86M
5
CCA
5
Checchi Capital Advisers
California
$12.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$1.37B 22,290,072 +2,542,457 +13%
Morgan Stanley
2
Morgan Stanley
New York
$1.04B 16,840,286 +9,741,171 +137%
Ameriprise
3
Ameriprise
Minnesota
$957M 15,007,236 +1,999,038 +15%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$805M 13,086,589 +12,206,741 +1,387%
Empower Advisory Group
5
Empower Advisory Group
Colorado
$504M 8,193,914 +8,193,914 New
VOYA Investment Management
6
VOYA Investment Management
Georgia
$348M 5,654,141 +3,808,989 +206%
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$206M 3,350,744 +205,850 +7%
NSLI
8
Nan Shan Life Insurance
Taiwan
$188M 3,063,500 – –
Charles Schwab
9
Charles Schwab
California
$174M 2,828,198 -18,733 -0.7%
MG
10
Mather Group
Illinois
$149M 2,422,279 +196,178 +9%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$121M 1,960,566 +876,860 +81%
CCWM
12
Cassaday & Co Wealth Management
Virginia
$118M 1,913,776 +1,902,071 +16,250%
Wells Fargo
13
Wells Fargo
California
$108M 1,761,527 +292,973 +20%
UBS Group
14
UBS Group
Switzerland
$107M 1,746,828 +706,229 +68%
JPG
15
Jordan Park Group
California
$106M 1,720,900 +966,173 +128%
Citigroup
16
Citigroup
New York
$87.9M 1,428,712 +23,465 +2%
NL
17
NEPC LLC
Massachusetts
$87M 1,413,587 +201,687 +17%
SCM
18
SCS Capital Management
Massachusetts
$77.2M 1,255,167 +1,255,167 New
SHGA
19
Sand Hill Global Advisors
California
$74.9M 1,216,508 +558,130 +85%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$68.9M 1,119,866 +26,543 +2%
Comerica Bank
21
Comerica Bank
Texas
$66.4M 1,079,186 -95,829 -8%
CCWA
22
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$62M 1,008,387 +94,889 +10%
Truist Financial
23
Truist Financial
North Carolina
$61.8M 1,004,509 +686,403 +216%
LPL Financial
24
LPL Financial
California
$56.3M 914,609 +190,525 +26%
CA
25
Cambridge Associates
Massachusetts
$53.2M 865,302 -47,293 -5%
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