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Vanguard Long-Term Bond ETF

300 hedge funds and large institutions have $3.38B invested in Vanguard Long-Term Bond ETF in 2023 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 131 increasing their positions, 82 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more call options, than puts

Call options by funds: $1.4M | Put options by funds: $852K

60% more repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 82

9% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 46

1.99% less ownership

Funds ownership: 66.33%64.33% (-2%)

2% less funds holding

Funds holding: 307300 (-7)

13% less capital invested

Capital invested by funds: $3.87B → $3.38B (-$492M)

24% less funds holding in top 10

Funds holding in top 10: 2116 (-5)

Holders
300
Holders Change
-7
Holders Change %
-2.28%
% of All Funds
4.76%
Holding in Top 10
16
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-23.81%
% of All Funds
0.25%
New
42
Increased
131
Reduced
82
Closed
46
Calls
$1.4M
Puts
$852K
Net Calls
+$550K
Net Calls Change
-$304K
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
26
CIBC World Markets
New York
$16.5M
UBS Group
27
UBS Group
Switzerland
$15.9M -$393K -5,514 -2%
AWS
28
Atria Wealth Solutions
New York
$15.3M -$5.29M -74,166 -24%
CI
29
Conning Inc
Connecticut
$14.1M
MML Investors Services
30
MML Investors Services
Massachusetts
$13.3M -$300K -4,204 -2%
Truist Financial
31
Truist Financial
North Carolina
$12.7M +$394K +5,528 +3%
BCM
32
Brookstone Capital Management
Illinois
$11.1M +$1.72M +24,158 +16%
FIS
33
Fischer Investment Strategies
California
$10.4M -$195K -2,739 -2%
Betterment LLC
34
Betterment LLC
New York
$10.3M +$1.36M +19,080 +14%
Thrivent Financial for Lutherans
35
Thrivent Financial for Lutherans
Minnesota
$10.3M -$3.68M -51,702 -25%
Stifel Financial
36
Stifel Financial
Missouri
$9.71M +$996K +13,981 +11%
HP
37
HT Partners
Connecticut
$9.5M +$1.05M +14,783 +12%
CW
38
CreativeOne Wealth
Kansas
$9.43M +$513K +7,196 +5%
SFG
39
Sterling Financial Group
California
$9.19M +$9.77M +137,092 New
BCI
40
Brinker Capital Investments
Pennsylvania
$9M -$121K -1,702 -1%
OPS
41
Orion Portfolio Solutions
Nebraska
$9M -$121K -1,702 -1%
PAG
42
Private Advisor Group
New Jersey
$9M +$2.88M +40,470 +43%
KMWM
43
Keudell/Morrison Wealth Management
Oregon
$8.9M +$91.9K +1,290 +1%
Prudential Financial
44
Prudential Financial
New Jersey
$8.57M +$1.16M +16,293 +15%
SHFP
45
Second Half Financial Partners
Florida
$7.96M -$255K -3,582 -3%
CAN
46
Cetera Advisor Networks
California
$7.49M -$2.5M -35,017 -24%
BRWA
47
B. Riley Wealth Advisors
Florida
$7.24M +$484K +6,786 +7%
WFA
48
Websterrogers Financial Advisors
South Carolina
$7.02M +$1.47M +20,617 +25%
GSWM
49
Greenup Street Wealth Management
Michigan
$6.5M +$1.63M +22,815 +31%
PA
50
PFW Advisors
Georgia
$6.39M +$36.5K +512 +0.5%