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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
LFP
76
Leeward Financial Partners
Washington
$3.47M +$1.32M +18,547 +56%
ATPW
77
Ashton Thomas Private Wealth
Arizona
$3.35M +$1.94M +27,162 +119%
SFG
78
Sovereign Financial Group
Connecticut
$3.24M +$462K +6,484 +16%
PCA
79
Prosperity Capital Advisors
Ohio
$3.2M +$609K +8,547 +22%
FIM
80
Freedom Investment Management
Connecticut
$3.08M -$285K -4,002 -8%
Comerica Bank
81
Comerica Bank
Texas
$2.89M +$3.07M +43,049 New
GCM
82
Genus Capital Management
British Columbia, Canada
$2.84M -$3.59M -50,335 -54%
WWM
83
Wiser Wealth Management
Georgia
$2.64M +$102K +1,426 +4%
Citigroup
84
Citigroup
New York
$2.64M -$614K -8,612 -18%
SMI
85
Shelter Mutual Insurance
Missouri
$2.55M
FHC
86
First Heartland Consultants
Missouri
$2.55M -$33.1K -464 -1%
FA
87
FDx Advisors
Illinois
$2.51M -$108K -1,511 -4%
RJA
88
Raymond James & Associates
Florida
$2.5M +$910K +12,774 +52%
BIP
89
Bouvel Investment Partners
Pennsylvania
$2.45M +$1.07M +15,074 +70%
CA
90
Cetera Advisors
Colorado
$2.39M -$503K -7,059 -17%
HWM
91
Horizons Wealth Management
North Carolina
$2.36M -$24.3K -341 -1%
ACM
92
AlphaStar Capital Management
North Carolina
$2.12M -$1.14K -16 -0.1%
EWM
93
Evergreen Wealth Management
Michigan
$2.09M +$51.5K +723 +2%
WS
94
Wela Strategies
Georgia
$2.07M -$19.7K -276 -0.9%
WLIM
95
White Lighthouse Investment Management
Massachusetts
$2.03M +$747K +10,481 +53%
PG
96
Prostatis Group
Maryland
$2.02M +$240K +3,372 +13%
AAS
97
Avantax Advisory Services
Texas
$1.98M -$610K -8,557 -23%
FA
98
Flagstar Advisors
New York
$1.96M +$971K +13,625 +87%
BOH
99
Bank of Hawaii
Hawaii
$1.93M +$103K +1,446 +5%
FHA
100
First Horizon Advisors
Tennessee
$1.92M +$29K +407 +1%