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Vanguard Long-Term Bond ETF

257 hedge funds and large institutions have $2.72B invested in Vanguard Long-Term Bond ETF in 2022 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 88 increasing their positions, 104 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.31% more ownership

Funds ownership: 61.62%62.93% (+1.3%)

2% less funds holding

Funds holding: 262257 (-5)

11% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 35

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

14% less capital invested

Capital invested by funds: $3.16B → $2.72B (-$443M)

15% less repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 104

34% less call options, than puts

Call options by funds: $1.16M | Put options by funds: $1.75M

Holders
257
Holders Change
-5
Holders Change %
-1.91%
% of All Funds
4.33%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.12%
New
31
Increased
88
Reduced
104
Closed
35
Calls
$1.16M
Puts
$1.75M
Net Calls
-$598K
Net Calls Change
-$1.07M
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
26
Stifel Financial
Missouri
$9.71M +$167K +2,033 +2%
Betterment LLC
27
Betterment LLC
New York
$9.67M +$195K +2,365 +2%
OPS
28
Orion Portfolio Solutions
Nebraska
$9.59M -$560K -6,800 -5%
UBS Group
29
UBS Group
Switzerland
$8.29M -$575K -6,985 -6%
AWM
30
AE Wealth Management
Kansas
$8.17M -$176K -2,137 -2%
CW
31
CreativeOne Wealth
Kansas
$7.63M +$248K +3,009 +3%
Prudential Financial
32
Prudential Financial
New Jersey
$7.22M +$65.6K +797 +0.9%
BRWA
33
B. Riley Wealth Advisors
Florida
$6.89M +$12K +146 +0.2%
AI
34
Atria Investments
North Carolina
$6.89M -$1.34M -16,243 -16%
SWM
35
SigFig Wealth Management
California
$6.49M +$60.8K +739 +1%
CFGS
36
Concourse Financial Group Securities
Alabama
$6.23M -$155K -1,885 -2%
EA
37
Evolution Advisers
Virginia
$6.14M +$4.53K +55 +0.1%
BHWM
38
Bay Harbor Wealth Management
Maryland
$5.99M -$1.99M -24,183 -24%
ICG
39
InterOcean Capital Group
Tennessee
$5.95M +$6.15M +74,667 New
SWA
40
Safir Wealth Advisors
New Hampshire
$5.65M +$108K +1,317 +2%
HMH
41
Hackensack Meridian Health
New Jersey
$5.18M +$5.35M +65,000 New
CA
42
CoreCap Advisors
Michigan
$4.88M +$140K +1,703 +3%
NA
43
NewEdge Advisors
Louisiana
$4.48M +$59.1K +718 +1%
FIM
44
Freedom Investment Management
Connecticut
$4.39M -$610K -7,406 -12%
Truist Financial
45
Truist Financial
North Carolina
$4.36M +$144K +1,744 +3%
MPWT
46
MassMutual Private Wealth & Trust
Connecticut
$4.34M +$350K +4,258 +8%
SWIG
47
Strategic Wealth Investment Group
Kentucky
$4.16M -$741K -9,005 -15%
APC
48
Aspire Private Capital
North Carolina
$4.01M +$66.5K +808 +2%
PL
49
Protective Life
Alabama
$3.91M +$4.03M +49,000 New
HWM
50
Horizons Wealth Management
North Carolina
$3.88M +$3.94M +47,814 New