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Vanguard Long-Term Bond ETF
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Overview Fund Activity

280 hedge funds and large institutions have $3.27B invested in Vanguard Long-Term Bond ETF in 2023 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 117 increasing their positions, 78 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
280
Holders Change
+11
Holders Change %
+4.09%
% of All Funds
4.48%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.16%
New
48
Increased
117
Reduced
78
Closed
32
Calls
$1.86M
Puts
$2.81M
Net Calls
-$950K
Net Calls Change
+$383K

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$379M
2
Citadel Advisors
Citadel Advisors
Florida
+$28.6M
3
Bank of America
Bank of America
North Carolina
+$26.6M
4
CTB
Country Trust Bank
Illinois
+$19.4M
5
CWM
CIBC World Markets
New York
+$18.3M

Top Sellers

1
AWA
Arete Wealth Advisors
Illinois
-$1.63B
2
KAS
Kestra Advisory Services
Texas
-$11M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$8.85M
4
AWS
Atria Wealth Solutions
New York
-$7.39M
5
Financial Engines Advisors
Financial Engines Advisors
California
-$6.33M
Name Holding Trade Value Shares
Change 		Shares
Change %
CI
51
Conning Inc
Connecticut
$5.36M – – –
CFGS
52
Concourse Financial Group Securities
Alabama
$5.26M -$104K -1,352 -2%
JPMorgan Chase & Co
53
JPMorgan Chase & Co
New York
$5.19M -$196K -2,555 -4%
SWM
54
SigFig Wealth Management
California
$5.08M -$31.4K -410 -0.6%
SW
55
Signify Wealth
Missouri
$4.99M -$67.1K -875 -1%
ACM
56
AlphaStar Capital Management
North Carolina
$4.93M +$2.44M +32,727 +98%
NA
57
NewEdge Advisors
Louisiana
$4.62M +$352K +4,604 +8%
MPWT
58
MassMutual Private Wealth & Trust
Connecticut
$4.4M +$76.2K +994 +2%
BWM
59
BerganKDV Wealth Management
Minnesota
$4.35M +$1.74M +22,657 +67%
PF
60
Parker Financial
Washington
$4.29M +$110K +1,436 +3%
CAWM
61
Capital Advisors Wealth Management
Washington
$4.2M +$4.2M +54,778 New
LBIM
62
Land & Buildings Investment Management
Connecticut
$4.16M +$4.16M +54,300 New
FIM
63
Freedom Investment Management
Connecticut
$3.91M +$35.6K +465 +0.9%
APC
64
Aspire Private Capital
North Carolina
$3.9M +$119K +1,559 +3%
PL
65
Protective Life
Alabama
$3.76M – – –
Financial Engines Advisors
66
Financial Engines Advisors
California
$3.7M -$6.33M -82,626 -63%
BA
67
BCM Advisors
Louisiana
$3.52M +$384K +5,131 +12%
EWA
68
EverSource Wealth Advisors
Alabama
$3.5M +$731K +9,538 +26%
MA
69
Mutual Advisors
Nebraska
$3.44M -$266K -3,468 -7%
Citigroup
70
Citigroup
New York
$3.33M +$899K +11,724 +37%
CAM
71
Clark Asset Management
New Hampshire
$3.3M +$109K +1,417 +3%
AssetMark Inc
72
AssetMark Inc
California
$3.07M +$533K +6,954 +21%
US Bancorp
73
US Bancorp
Minnesota
$2.95M +$101K +1,314 +4%
FHC
74
First Heartland Consultants
Missouri
$2.91M +$9.96K +130 +0.3%
SMI
75
Shelter Mutual Insurance
Missouri
$2.89M – – –
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