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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 %
William Blair & Company
351
William Blair & Company
Illinois
$2.39K – – –
PA
352
PSI Advisors
Florida
$2.24K – – –
IFAM
353
Institutional & Family Asset Management
Colorado
$2.24K – – –
CFB
354
Cullen/Frost Bankers
Texas
$2.09K – – –
EAM
355
Eukles Asset Management
Ohio
$2.01K – – –
RTL
356
Red Tortoise LLC
Georgia
$1.85K +$74 +1 +4%
NC
357
NewSquare Capital
Pennsylvania
$1.72K +$1.72K +23 New
ITIM
358
Indiana Trust & Investment Management
Indiana
$1.34K – – –
FDCDDQ
359
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.12K – – –
TFA
360
Transamerica Financial Advisors
Florida
$1K – – –
WIA
361
Wetzel Investment Advisors
Indiana
$1K +$1K +14 New
AA
362
Ancora Advisors
Ohio
$970 +$373 +5 +63%
BWM
363
BKM Wealth Management
Wisconsin
$745 +$745 +10 New
TVAMP
364
Tennessee Valley Asset Management Partners
Tennessee
$479 +$479 +6 New
CIAS
365
Capital Investment Advisory Services
North Carolina
$447 – – –
KFI
366
Key Financial Inc
Pennsylvania
$447 – – –
FCAS
367
First Command Advisory Services
Texas
$298 – – –
SWA
368
SOA Wealth Advisors
New York
$212 – – –
GCM
369
Genus Capital Management
British Columbia, Canada
– -$2.84M -42,334 Closed
State of Wisconsin Investment Board
370
State of Wisconsin Investment Board
Wisconsin
– -$887K -13,230 Closed
Kayne Anderson Rudnick Investment Management
371
Kayne Anderson Rudnick Investment Management
California
– -$491K -7,337 Closed
Renaissance Technologies
372
Renaissance Technologies
New York
– -$449K -6,700 Closed
Manulife (Manufacturers Life Insurance)
373
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$357K -5,319 Closed
Koshinski Asset Management
374
Koshinski Asset Management
Illinois
– -$308K -4,592 Closed
WHG
375
Westwood Holdings Group
Texas
– -$251K -3,749 Closed
12 13 14
15
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