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Vanguard Long-Term Bond ETF

272 hedge funds and large institutions have $4.06B invested in Vanguard Long-Term Bond ETF in 2021 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 109 increasing their positions, 72 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

824% more call options, than puts

Call options by funds: $2.09M | Put options by funds: $226K

58% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 33

51% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 72

6% more funds holding

Funds holding: 257272 (+15)

4% more capital invested

Capital invested by funds: $3.9B → $4.06B (+$153M)

0.55% more ownership

Funds ownership: 65.18%65.72% (+0.55%)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

Holders
272
Holders Change
+15
Holders Change %
+5.84%
% of All Funds
4.19%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.12%
New
52
Increased
109
Reduced
72
Closed
33
Calls
$2.09M
Puts
$226K
Net Calls
+$1.86M
Net Calls Change
-$1.14M
Name Holding Trade Value Shares
Change
Change in
Stake
AI
26
Atria Investments
North Carolina
$13.1M +$1.01M +9,773 +8%
AWM
27
AE Wealth Management
Kansas
$12.8M +$2.47M +23,944 +24%
BCM
28
Brookstone Capital Management
Illinois
$12.3M +$949K +9,180 +8%
UBS Group
29
UBS Group
Switzerland
$11.9M +$1.5M +14,514 +14%
Betterment LLC
30
Betterment LLC
New York
$11.9M +$1.03M +9,940 +9%
OPS
31
Orion Portfolio Solutions
Nebraska
$11.7M -$222K -2,145 -2%
HI
32
Human Investing
Oregon
$11.7M +$495K +4,792 +4%
KAS
33
Kestra Advisory Services
Texas
$11.2M +$377K +3,645 +3%
Stifel Financial
34
Stifel Financial
Missouri
$10.5M +$749K +7,242 +8%
CFGS
35
Concourse Financial Group Securities
Alabama
$10M +$60.4K +584 +0.6%
BHWM
36
Bay Harbor Wealth Management
Maryland
$9.44M +$711K +6,879 +8%
DWM
37
Darwin Wealth Management
Florida
$8.8M +$4.36M +42,200 +89%
HP
38
HT Partners
Connecticut
$8.79M -$1.94M -18,739 -18%
CW
39
CreativeOne Wealth
Kansas
$8.78M +$730K +7,061 +9%
BRWA
40
B. Riley Wealth Advisors
Florida
$8.17M +$286K +2,764 +4%
RJA
41
Raymond James & Associates
Florida
$8.05M +$364K +3,523 +5%
Prudential Financial
42
Prudential Financial
New Jersey
$7.82M +$528K +5,113 +7%
NFG
43
Next Financial Group
Texas
$7.61M +$3.03M +29,342 +66%
EA
44
Evolution Advisers
Virginia
$7.39M +$7.42M +71,825 New
SWA
45
Safir Wealth Advisors
New Hampshire
$7.32M +$96.6K +935 +1%
AA
46
ALPS Advisors
Colorado
$7.09M -$163K -1,575 -2%
SWM
47
SigFig Wealth Management
California
$6.7M +$687K +6,649 +11%
RJFSA
48
Raymond James Financial Services Advisors
Florida
$6.6M +$158K +1,532 +2%
Truist Financial
49
Truist Financial
North Carolina
$6.5M +$571K +5,521 +10%
CA
50
CoreCap Advisors
Michigan
$5.82M +$5.85M +56,555 New