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Vanguard Long-Term Bond ETF
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Overview Fund Activity

269 hedge funds and large institutions have $4.22B invested in Vanguard Long-Term Bond ETF in 2022 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 96 increasing their positions, 91 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
269
Holders Change
+19
Holders Change %
+7.6%
% of All Funds
4.34%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
49
Increased
96
Reduced
91
Closed
26
Calls
$1.15M
Puts
$2.49M
Net Calls
-$1.33M
Net Calls Change
-$2.4M

Top Buyers

1
AWA
1
Arete Wealth Advisors
Illinois
$1.63B
2
Goldman Sachs
2
Goldman Sachs
New York
$65.4M
3
LPL Financial
3
LPL Financial
California
$156M
4
Wells Fargo
4
Wells Fargo
California
$254M
5
Morgan Stanley
5
Morgan Stanley
New York
$108M

Top Sellers

1
KIM
1
Karpus Investment Management
New York
$1.18M
2
Ameriprise
2
Ameriprise
Minnesota
$14.3M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$860M
4
ICG
4
InterOcean Capital Group
Tennessee
$853K
5
SWIG
5
Strategic Wealth Investment Group
Kentucky
$342K
Name Holding Trade Value Shares
Change 		Shares
Change %
PF
51
Parker Financial
Washington
$3.94M +$3.94M +54,466 New
AFS
52
Axiom Financial Strategies
Indiana
$3.74M +$69.3K +957 +2%
FIM
53
Freedom Investment Management
Connecticut
$3.66M -$101K -1,390 -3%
APC
54
Aspire Private Capital
North Carolina
$3.57M +$32.6K +450 +0.9%
SHFP
55
Second Half Financial Partners
Florida
$3.56M +$3.56M +45,772 New
PL
56
Protective Life
Alabama
$3.55M – – –
Commonwealth Equity Services
57
Commonwealth Equity Services
Massachusetts
$3.51M +$212K +2,928 +6%
MA
58
Mutual Advisors
Nebraska
$3.51M +$364K +5,022 +12%
BA
59
BCM Advisors
Louisiana
$3.29M +$251K +3,196 +8%
CAM
60
Clark Asset Management
New Hampshire
$3.01M +$3.01M +41,607 New
AA
61
ALPS Advisors
Colorado
$2.88M +$46K +635 +2%
WFA
62
Websterrogers Financial Advisors
South Carolina
$2.8M +$1.39M +19,220 +99%
HWM
63
Horizons Wealth Management
North Carolina
$2.8M -$677K -9,330 -19%
SMI
64
Shelter Mutual Insurance
Missouri
$2.75M – – –
FHC
65
First Heartland Consultants
Missouri
$2.74M +$81.2K +1,121 +3%
US Bancorp
66
US Bancorp
Minnesota
$2.69M +$641K +8,842 +31%
RJFSA
67
Raymond James Financial Services Advisors
Florida
$2.69M -$67.2K -928 -2%
EWA
68
EverSource Wealth Advisors
Alabama
$2.61M +$971K +13,411 +59%
WWM
69
Wiser Wealth Management
Georgia
$2.49M +$74K +1,022 +3%
BWM
70
BerganKDV Wealth Management
Minnesota
$2.47M +$262K +3,622 +12%
HHRDM
71
H&H Retirement Design & Management
Nevada
$2.43M +$356K +4,591 +17%
ACM
72
AlphaStar Capital Management
North Carolina
$2.42M +$11.2K +154 +0.5%
Thrivent Financial for Lutherans
73
Thrivent Financial for Lutherans
Minnesota
$2.41M -$302K -4,149 -11%
AssetMark Inc
74
AssetMark Inc
California
$2.4M -$119K -1,636 -5%
Citigroup
75
Citigroup
New York
$2.3M +$305K +4,216 +15%
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3
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