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Vanguard Long-Term Bond ETF
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Overview Fund Activity

71 hedge funds and large institutions have $557M invested in Vanguard Long-Term Bond ETF in 2014 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 35 increasing their positions, 12 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
71
Holders Change
+6
Holders Change %
+9.23%
% of All Funds
1.89%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.13%
New
17
Increased
35
Reduced
12
Closed
9
Calls
$405K
Puts
–
Net Calls
+$405K
Net Calls Change
+$531K

Top Buyers

1
State Street
State Street
Massachusetts
$62.9M
2
NYLIM
New York Life Investment Management
New York
$10.5M
3
AUIM
Aegon USA Investment Management
Iowa
$88.7M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$52M
5
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$42.2M

Top Sellers

1
SSG
Summit Securities Group
New York
$0
2
ICOA
Investment Centers of America
North Dakota
$0
3
LPT
Legacy Private Trust
Wisconsin
$7.55M
4
SMM
Stadion Money Management
Georgia
$18.9M
5
VKH
Virtu KCG Holdings
New York
$675K
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
51
Creative Planning
Kansas
$342K +$42K +445 +14%
CB
52
Chemical Bank
Michigan
$341K – – –
Millennium Management
53
Millennium Management
New York
$330K -$578K -6,122 -64%
MCTIC
54
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$330K – – –
RT
55
Rockland Trust
Massachusetts
$317K +$46.5K +494 +17%
LTFS
56
Ladenburg Thalmann Financial Services
Florida
$313K +$118K +1,248 +60%
SFM
57
Signet Financial Management
New Jersey
$276K +$276K +2,927 New
CAN
58
Cetera Advisor Networks
California
$251K -$8.99K -95 -3%
BC
59
Brinker Capital
Pennsylvania
$249K +$249K +2,639 New
HFS
60
HL Financial Services
Kentucky
$224K +$224K +2,381 New
JFGIW
61
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$211K – – –
AssetMark Inc
62
AssetMark Inc
California
$157K -$44.7K -475 -22%
Fifth Third Bancorp
63
Fifth Third Bancorp
Ohio
$68K +$1.61K +17 +2%
Bank of Montreal
64
Bank of Montreal
Ontario, Canada
$30K +$30K +314 New
NES
65
New England Securities
New York
$12K – – –
DBT
66
Dubuque Bank & Trust
Iowa
$12K – – –
RIA
67
Regal Investment Advisors
Michigan
$12K – – –
JIR
68
James Investment Research
Ohio
$11K -$30K – –
TFA
69
Transamerica Financial Advisors
Florida
$10K – – –
BRWM
70
B. Riley Wealth Management
Tennessee
$10K – – –
BRWA
71
B. Riley Wealth Advisors
Florida
$4 +$4 +43 New
SSG
72
Summit Securities Group
New York
– -$5.16M -57,200 Closed
ICOA
73
Investment Centers of America
North Dakota
– -$2.87M -31,757 Closed
Jane Street
74
Jane Street
New York
– -$1.04M -11,549 Closed
SCM
75
Saba Capital Management
New York
– -$975K -10,806 Closed
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