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Vanguard Long-Term Bond ETF
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Overview Fund Activity

77 hedge funds and large institutions have $743M invested in Vanguard Long-Term Bond ETF in 2015 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 27 increasing their positions, 30 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
77
Holders Change
-5
Holders Change %
-6.1%
% of All Funds
2.08%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
8
Increased
27
Reduced
30
Closed
13
Calls
$280K
Puts
–
Net Calls
+$280K
Net Calls Change
+$280K

Top Buyers

1
QI
1
QS Investors
New York
$128M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$117M
3
RJA
3
Raymond James & Associates
Florida
$15.7M
4
BCMIO
4
Beacon Capital Management Inc (Ohio)
Ohio
$56.6M
5
IH
5
IFC Holdings
Florida
$15.5M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$12.1M
2
AUIM
2
Aegon USA Investment Management
Iowa
$80.4M
3
LPT
3
Legacy Private Trust
Wisconsin
$303K
4
LFG
4
LifePlan Financial Group
Ohio
$684K
5
State Street
5
State Street
Massachusetts
$57.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
51
Stifel Financial
Missouri
$446K +$26.7K +304 +6%
FAAS
52
First Allied Advisory Services
California
$443K -$114K -1,305 -20%
Royal Bank of Canada
53
Royal Bank of Canada
Ontario, Canada
$373K +$279K +3,175 +296%
Citigroup
54
Citigroup
New York
$372K -$185K -2,115 -33%
SSG
55
Summit Securities Group
New York
$350K +$350K +4,000 New
MCTIC
56
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$333K -$337K – –
CB
57
Chemical Bank
Michigan
$317K – – –
Commonwealth Equity Services
58
Commonwealth Equity Services
Massachusetts
$311K +$62.6K +714 +25%
LPT
59
Legacy Private Trust
Wisconsin
$303K -$5.55M -63,426 -95%
Citadel Advisors
60
Citadel Advisors
Florida
$288K +$288K +3,289 New
RT
61
Rockland Trust
Massachusetts
$286K -$3.77K -43 -1%
CAN
62
Cetera Advisor Networks
California
$264K – – –
HFS
63
HL Financial Services
Kentucky
$210K -$1.05K -12 -0.5%
TSS
64
Two Sigma Securities
New York
$202K +$202K +2,308 New
JFGIW
65
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$196K – – –
Fifth Third Bancorp
66
Fifth Third Bancorp
Ohio
$89K +$3.24K +37 +4%
MFS
67
MSI Financial Services
Massachusetts
$68K -$2.79K -32 -4%
UFA
68
US Financial Advisors
Massachusetts
$13K +$13K +153 New
RIA
69
Regal Investment Advisors
Michigan
$12K -$7.12K -86 -37%
ASN
70
Advisory Services Network
Georgia
$12K – – –
DBT
71
Dubuque Bank & Trust
Iowa
$11K -$171 -2 -2%
IWM
72
Integrated Wealth Management
California
$11K – – –
BRWM
73
B. Riley Wealth Management
Tennessee
$9K – – –
GWM
74
Gupta Wealth Management
California
$5K – – –
RFA
75
Reilly Financial Advisors
California
$1K +$1K +11 New
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3
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