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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
Vanguard Group
51
Vanguard Group
Pennsylvania
$6.29M +$2.15M +30,104 +47%
AFS
52
Axiom Financial Strategies
Indiana
$6.12M -$1.28M -17,896 -16%
MA
53
Mutual Advisors
Nebraska
$6.07M +$1.68M +23,572 +35%
EA
54
Evolution Advisers
Virginia
$6.04M +$441K +6,186 +7%
BHWM
55
Bay Harbor Wealth Management
Maryland
$5.98M -$38.9K -546 -0.6%
AWM
56
AE Wealth Management
Kansas
$5.91M -$372K -5,218 -6%
AI
57
Atria Investments
North Carolina
$5.67M -$2.26M -31,701 -27%
Commonwealth Equity Services
58
Commonwealth Equity Services
Massachusetts
$5.63M +$932K +13,079 +18%
ICG
59
InterOcean Capital Group
Tennessee
$5.4M -$103K -1,447 -2%
AssetMark Inc
60
AssetMark Inc
California
$5.33M +$283K +3,974 +5%
SWA
61
Safir Wealth Advisors
New Hampshire
$5.24M +$82.7K +1,161 +2%
JP Morgan Chase
62
JP Morgan Chase
New York
$4.91M +$540K +7,580 +12%
CFGS
63
Concourse Financial Group Securities
Alabama
$4.7M +$38.9K +546 +0.8%
CAM
64
Clark Asset Management
New Hampshire
$4.67M +$1.21M +16,972 +32%
CAWM
65
Capital Advisors Wealth Management
Washington
$4.65M +$879K +12,341 +22%
PF
66
Parker Financial
Washington
$4.54M +$523K +7,334 +12%
SWM
67
SigFig Wealth Management
California
$4.51M -$77.6K -1,089 -2%
EWA
68
EverSource Wealth Advisors
Alabama
$4.39M +$984K +13,807 +27%
MPWT
69
MassMutual Private Wealth & Trust
Connecticut
$4.24M +$220K +3,085 +5%
SFP
70
Strategic Financial Partners
Oregon
$4.22M -$340K -4,771 -7%
CA
71
CoreCap Advisors
Michigan
$4.06M +$116K +1,626 +3%
Jane Street
72
Jane Street
New York
$3.92M -$21M -294,060 -83%
NA
73
NewEdge Advisors
Louisiana
$3.81M -$172K -2,417 -4%
APC
74
Aspire Private Capital
North Carolina
$3.75M +$172K +2,408 +4%
TPCW
75
TD Private Client Wealth
New York
$3.64M +$340K +4,766 +10%