Hennion & Walsh Boosts Vanguard Long-Term Treasury ETF Stake by 9.3%

Hennion & Walsh Asset Management Inc. has increased its ownership in the Vanguard Long-Term Treasury ETF (NASDAQ: VGLT) by 9.3% during the third quarter of 2023. According to the firm’s latest 13F filing with the Securities and Exchange Commission (SEC), the asset manager now holds a total of 131,279 shares after acquiring an additional 11,212 shares during the quarter. This stake is valued at approximately $7,465,000, representing about 0.07% of the total ETF.

Several other institutional investors have also made moves in the Vanguard Long-Term Treasury ETF. Thompson Investment Management Inc. entered the market with a new stake valued at around $30,000 in the same quarter. Meanwhile, Ameritas Advisory Services LLC acquired a position worth $50,000 in the previous quarter. Notably, Financial Gravity Companies Inc. also purchased a new stake valued at $54,000 during the second quarter.

In a remarkable surge, AlphaCore Capital LLC increased its position in the ETF by an astounding 57,850.0% during the second quarter, now owning 1,159 shares valued at $65,000 after adding 1,157 shares. Additionally, CWM LLC boosted its stake by 38.1% in the third quarter, bringing its total to 1,196 shares worth $68,000 after purchasing another 330 shares.

Performance Insights of Vanguard Long-Term Treasury ETF

As of the most recent trading session, VGLT opened at $55.93. The ETF’s 50-day moving average stands at $56.61, while the 200-day moving average is at $56.27. Over the past year, the ETF recorded a low of $53.17 and a high of $59.46.

The Vanguard Long-Term Treasury ETF aims to replicate the performance of a market-weighted government bond index, focusing on long-term securities with a dollar-weighted average maturity. It utilizes a passive management strategy designed to track the Barclays Capital U.S. Long Government Float Adjusted Index. This index comprises fixed-income securities issued by the United States Treasury—excluding inflation-protected bonds—as well as corporate and dollar-denominated foreign debt guaranteed by the U.S. government, with maturities exceeding ten years.

Investors interested in tracking institutional holdings in VGLT can find updated information on platforms such as HoldingsChannel.com, which provides the latest 13F filings and insider transactions related to the Vanguard Long-Term Treasury ETF.