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Vanguard Long-Term Treasury ETF

405 hedge funds and large institutions have $6.22B invested in Vanguard Long-Term Treasury ETF in 2025 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 152 increasing their positions, 134 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

532% more call options, than puts

Call options by funds: $24M | Put options by funds: $3.79M

13% more repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 134

6% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 63

0% more funds holding in top 10

Funds holding in top 10: 2828 (0)

1% less funds holding

Funds holding: 408405 (-3)

1% less capital invested

Capital invested by funds: $6.27B → $6.22B (-$55.6M)

1.02% less ownership

Funds ownership: 63.69%62.67% (-1%)

Holders
405
Holders Change
-3
Holders Change %
-0.74%
% of All Funds
5.43%
Holding in Top 10
28
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.38%
New
67
Increased
152
Reduced
134
Closed
63
Calls
$24M
Puts
$3.79M
Net Calls
+$20.2M
Net Calls Change
+$12.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Empower Advisory Group
1
Empower Advisory Group
Colorado
$671M +$51.4M +912,682 +8%
Ameriprise
2
Ameriprise
Minnesota
$669M -$115M -2,041,714 -15%
Morgan Stanley
3
Morgan Stanley
New York
$523M +$38.5M +684,091 +8%
Bank of America
4
Bank of America
North Carolina
$386M -$184M -3,270,324 -33%
NL
5
NEPC LLC
Massachusetts
$366M +$16.6M +295,403 +5%
VOYA Investment Management
6
VOYA Investment Management
Georgia
$250M -$2.08M -36,934 -0.8%
CCWM
7
Cassaday & Co Wealth Management
Virginia
$218M +$40.2M +713,762 +23%
SCM
8
SCS Capital Management
Massachusetts
$182M +$9.34M +165,775 +6%
NSLI
9
Nan Shan Life Insurance
Taiwan
$176M
AAS
10
Annex Advisory Services
Wisconsin
$156M +$6.59M +116,910 +5%
Mirae Asset Global Investments
11
Mirae Asset Global Investments
South Korea
$147M +$12.9M +228,220 +9%
CA
12
Cambridge Associates
Massachusetts
$119M +$17.7M +314,029 +18%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$95.5M +$5.99M +106,355 +7%
Comerica Bank
14
Comerica Bank
Texas
$94.9M +$3.73M +66,279 +4%
LPL Financial
15
LPL Financial
California
$90.2M +$19.5M +345,408 +28%
JP Morgan Chase
16
JP Morgan Chase
New York
$69.7M -$11.5M -205,038 -14%
Citigroup
17
Citigroup
New York
$69.5M -$1.46M -25,878 -2%
Wells Fargo
18
Wells Fargo
California
$62M +$3.76M +66,802 +7%
SFS
19
Strategic Financial Services
New York
$59.7M -$1.58M -28,104 -3%
UBS Group
20
UBS Group
Switzerland
$56.3M -$18.4M -326,111 -25%
Fisher Asset Management
21
Fisher Asset Management
Washington
$52.4M -$6.41M -113,748 -11%
IWMA
22
Ironwood Wealth Management (Arizona)
Arizona
$49.8M +$203K +3,612 +0.4%
Truist Financial
23
Truist Financial
North Carolina
$49.5M +$1.65M +29,292 +4%
HPG
24
Harvest Portfolios Group
Ontario, Canada
$48.1M +$258K +4,578 +0.6%
RCF
25
Rainwater Charitable Foundation
Texas
$46.6M

VGLT Hedge Fund Activity: Q1 2025 in Review

405 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Treasury ETF (VGLT) for Q1 2025, worth a combined $6.22B — down 0.89% from $6.27B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new VGLT positions and 63 closed out — a net gain of 4 holders — while 152 added to existing stakes and 134 trimmed.

The largest buyer was Empower Advisory Group, adding an estimated $51.4M. The largest seller was Bank of America, cutting an estimated $184M.

  • 405 institutional investors held Vanguard Long-Term Treasury ETF (VGLT) as of Q1 2025, down from 408 in Q4 2024.
  • Funds reported $6.22B of Vanguard Long-Term Treasury ETF stock for Q1 2025, down 0.89% quarter-over-quarter.
  • 67 funds opened new Vanguard Long-Term Treasury ETF positions in Q1 2025 and 63 closed out, a net change of +4 holders.
  • The largest Vanguard Long-Term Treasury ETF buyer in Q1 2025 was Empower Advisory Group, an estimated $51.4M added.
  • The largest Vanguard Long-Term Treasury ETF seller in Q1 2025 was Bank of America, an estimated $184M sold.

Based on aggregated 13F filings for Q1 2025.