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Vanguard Long-Term Bond ETF
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Overview Fund Activity

365 hedge funds and large institutions have $4.04B invested in Vanguard Long-Term Bond ETF in 2023 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 133 increasing their positions, 102 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
365
Holders Change
+65
Holders Change %
+21.67%
% of All Funds
5.35%
Holding in Top 10
23
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+43.75%
% of All Funds
0.34%
New
89
Increased
133
Reduced
102
Closed
23
Calls
$2.61M
Puts
$3.96M
Net Calls
-$1.35M
Net Calls Change
-$1.9M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$195M
2
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$72.2M
3
ETC
Exchange Traded Concepts
Oklahoma
$52M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$784M
5
MIS
Morningstar Investment Services
Illinois
$61.6M

Top Sellers

1
LWM
Liberty Wealth Management
California
$2.63M
2
Wells Fargo
Wells Fargo
California
$713M
3
Osaic Holdings
Osaic Holdings
Arizona
$89.4M
4
NI
NYL Investors
New York
$9.61M
5
HP
HT Partners
Connecticut
$1.13M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAP
226
Wealthcare Advisory Partners
Pennsylvania
$332K -$23.6K -317 -7%
Luther King Capital Management (LKCM)
227
Luther King Capital Management (LKCM)
Texas
$322K -$289K – –
National Bank of Canada
228
National Bank of Canada
Quebec, Canada
$321K +$321K +4,338 New
IWP
229
Invenio Wealth Partners
Florida
$313K +$313K +4,193 New
ACP
230
Aveo Capital Partners
Colorado
$312K -$6.12K -82 -2%
VFPW
231
Vantage Financial Partners (Wisconsin)
Wisconsin
$312K +$312K +4,178 New
TA
232
TrueWealth Advisors
Alabama
$310K -$25.4K -341 -8%
NCM
233
Neumann Capital Management
California
$306K – – –
CFAM
234
Center For Asset Management
Florida
$305K -$40.4K -542 -12%
TGAM
235
TBH Global Asset Management
Tennessee
$299K -$26.3K -353 -8%
Mercer Global Advisors
236
Mercer Global Advisors
Colorado
$298K -$113K -1,516 -27%
IAN
237
Integrated Advisors Network
Texas
$294K +$1.57K +21 +0.5%
IWM
238
IHT Wealth Management
Illinois
$293K -$8.88K -119 -3%
WIA
239
World Investment Advisors
California
$286K +$286K +3,838 New
IWC
240
Integrated Wealth Concepts
Massachusetts
$281K -$257K -3,443 -48%
CPG
241
Cornerstone Planning Group
New Jersey
$281K -$123K -1,650 -30%
RCAG
242
Rehmann Capital Advisory Group
Michigan
$275K +$275K +3,686 New
JSL
243
JT Stratford LLC
Georgia
$271K -$969 -13 -0.4%
HAS
244
HBW Advisory Services
California
$265K +$9.61K +129 +4%
RPG
245
Resource Planning Group
Georgia
$264K -$71.9K -964 -21%
AWA
246
Arkadios Wealth Advisors
Georgia
$260K -$14.4K -193 -5%
FFA
247
Florida Financial Advisors
Florida
$259K +$259K +3,474 New
KFGK
248
Keystone Financial Group (Kentucky)
Kentucky
$259K +$75 +1 +0%
SPI
249
Sutton Place Investors
New York
$255K -$33K -443 -11%
HNWA
250
Henrickson Nauta Wealth Advisors
Michigan
$254K +$254K +3,412 New
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