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Vanguard Long-Term Treasury ETF
VGLT

408 hedge funds and large institutions have $6.27B invested in Vanguard Long-Term Treasury ETF in 2024 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 154 increasing their positions, 126 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

185% more call options, than puts

Call options by funds: $12.1M | Put options by funds: $4.27M

22% more repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 126

12% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 78

0% more funds holding in top 10

Funds holding in top 10: 28 → 28 (0)

0% less funds holding

Funds holding: 409 → 408 (-1)

8.25% less ownership

Funds ownership: 71.94% → 63.69% (-8.3%)

41% less capital invested

Capital invested by funds: $10.7B → $6.27B (-$4.41B)

Holders
408
Holders Change
-1
Holders Change %
-0.24%
% of All Funds
5.37%
Holding in Top 10
28
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.37%
New
87
Increased
154
Reduced
126
Closed
78
Calls
$12.1M
Puts
$4.27M
Net Calls
+$7.88M
Net Calls Change
+$23.4M

Top Buyers

1
AAS
Annex Advisory Services
Wisconsin
+$150M
2
NL
NEPC LLC
Massachusetts
+$118M
3
BI
Bramshill Investments
Florida
+$62.3M
4
Empower Advisory Group
Empower Advisory Group
Colorado
+$60.5M
5
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$20.2M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$2.5B
2
Bank of America
Bank of America
North Carolina
-$649M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$343M
4
Charles Schwab
Charles Schwab
California
-$176M
5
CCWM
Cassaday & Co Wealth Management
Virginia
-$44.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$759M -$9.32M -160,879 -1%
Empower Advisory Group
2
Empower Advisory Group
Colorado
$594M +$60.5M +1,044,022 +11%
Bank of America
3
Bank of America
North Carolina
$552M -$649M -11,194,451 -53%
Morgan Stanley
4
Morgan Stanley
New York
$465M +$13.6M +235,200 +3%
NL
5
NEPC LLC
Massachusetts
$336M +$118M +2,032,558 +50%
VOYA Investment Management
6
VOYA Investment Management
Georgia
$242M +$19.3M +332,365 +8%
CCWM
7
Cassaday & Co Wealth Management
Virginia
$170M -$44.6M -768,977 -20%
NSLI
8
Nan Shan Life Insurance
Taiwan
$170M – – –
SCM
9
SCS Capital Management
Massachusetts
$165M +$10.8M +186,703 +7%
AAS
10
Annex Advisory Services
Wisconsin
$144M +$150M +2,595,934 New
Mirae Asset Global Investments
11
Mirae Asset Global Investments
South Korea
$129M +$20.2M +348,545 +16%
JPG
12
Jordan Park Group
California
$116M -$9.41M -162,280 -7%
CA
13
Cambridge Associates
Massachusetts
$97.1M +$11.1M +190,883 +12%
Comerica Bank
14
Comerica Bank
Texas
$87.5M -$143K -2,463 -0.2%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$85.9M +$624K +10,771 +0.7%
JP Morgan Chase
16
JP Morgan Chase
New York
$78.4M -$2.5B -43,056,521 -97%
UBS Group
17
UBS Group
Switzerland
$72.1M -$43.9M -756,760 -37%
Citigroup
18
Citigroup
New York
$68.2M +$9.81M +169,199 +16%
LPL Financial
19
LPL Financial
California
$67.5M +$5.8M +100,152 +9%
BI
20
Bramshill Investments
Florida
$59.5M +$62.3M +1,075,644 New
SFS
21
Strategic Financial Services
New York
$58.9M -$2.87M -49,570 -4%
Fisher Asset Management
22
Fisher Asset Management
Washington
$56.7M +$1.54M +26,610 +3%
Wells Fargo
23
Wells Fargo
California
$55.9M -$20M -344,385 -25%
Goldman Sachs
24
Goldman Sachs
New York
$49.3M -$14M -241,724 -21%
IWMA
25
Ironwood Wealth Management (Arizona)
Arizona
$47.7M +$2.43M +41,910 +5%
1
2 3 4 5

VGLT Hedge Fund Activity: Q4 2024 in Review

408 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Treasury ETF (VGLT) for Q4 2024, worth a combined $6.27B — down 41% from $10.7B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new VGLT positions and 78 closed out — a net gain of 9 holders — while 154 added to existing stakes and 126 trimmed.

The largest buyer was Annex Advisory Services, opening a new position worth an estimated $150M. The largest seller was JP Morgan Chase, cutting an estimated $2.5B.

  • 408 institutional investors held Vanguard Long-Term Treasury ETF (VGLT) as of Q4 2024, down from 409 in Q3 2024.
  • Funds reported $6.27B of Vanguard Long-Term Treasury ETF stock for Q4 2024, down 41% quarter-over-quarter.
  • 87 funds opened new Vanguard Long-Term Treasury ETF positions in Q4 2024 and 78 closed out, a net change of +9 holders.
  • The largest Vanguard Long-Term Treasury ETF buyer in Q4 2024 was Annex Advisory Services, an estimated $150M added.
  • The largest Vanguard Long-Term Treasury ETF seller in Q4 2024 was JP Morgan Chase, an estimated $2.5B sold.

Based on aggregated 13F filings for Q4 2024.