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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 %
WAM
251
Walker Asset Management
Missouri
$244K -$7.76K -104 -3%
PFG
252
Pacific Financial Group
Washington
$244K +$671 +9 +0.3%
APWM
253
Argonautica Private Wealth Management
Massachusetts
$237K +$237K +3,182 New
BPA
254
Beacon Pointe Advisors
California
$228K +$228K +3,052 New
TI
255
Trexquant Investment
Connecticut
$227K +$227K +3,044 New
SWP
256
Stratos Wealth Partners
Ohio
$223K -$50.3K -675 -18%
WEG
257
World Equity Group
Illinois
$219K -$11.7K -156 -5%
SAG
258
SageView Advisory Group
California
$214K – – –
LRWA
259
Long Run Wealth Advisors
New York
$210K +$210K +2,817 New
WS
260
Wedbush Securities
California
$205K +$205K +2,750 New
CA
261
Continuum Advisory
Idaho
$201K +$201K +2,695 New
SWM
262
Spire Wealth Management
Virginia
$178K +$13.3K +185 +8%
Fifth Third Bancorp
263
Fifth Third Bancorp
Ohio
$176K +$25.4K +341 +17%
Carson Wealth (CWM LLC)
264
Carson Wealth (CWM LLC)
Nebraska
$171K +$29.5K +396 +21%
RCM
265
Raleigh Capital Management
North Carolina
$168K -$15.3K -205 -8%
GWM
266
Guardian Wealth Management
Illinois
$165K +$10.3K +138 +7%
JFGIW
267
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$142K +$142K +1,904 New
DZ Bank
268
DZ Bank
Germany
$137K +$137K +1,851 New
EWA
269
EP Wealth Advisors
California
$129K +$129K +1,727 New
LFA
270
Level Financial Advisors
New York
$117K -$47.4K -635 -29%
RFA
271
Resurgent Financial Advisors
Georgia
$116K +$116K +1,562 New
AF
272
Allworth Financial
California
$116K -$6.19K -83 -5%
RFG
273
REAP Financial Group
Texas
$112K +$112K +1,499 New
ME
274
McIlrath & Eck
Washington
$109K – – –
OIA
275
Optimum Investment Advisors
Illinois
$104K +$1.12K +15 +1%
9 10
11
12 13