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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
AWMNH
101
Arcadia Wealth Management (New Hampshire)
New Hampshire
$1.9M +$179K +2,512 +10%
MFS
102
Madrona Financial Services
Washington
$1.85M +$1.49M +20,906 +314%
Creative Planning
103
Creative Planning
Kansas
$1.84M +$1.76M +24,671 +886%
ECA
104
Elevated Capital Advisors
Utah
$1.78M +$158K +2,220 +9%
AG
105
Ascent Group
Virginia
$1.78M +$1.92K +27 +0.1%
BA
106
BCM Advisors
Louisiana
$1.76M -$701K -9,840 -27%
SAM
107
SignalPoint Asset Management
Missouri
$1.7M -$160K -2,246 -8%
OC
108
Oppenheimer & Co
New York
$1.64M +$24.4K +343 +1%
KAS
109
Kestra Advisory Services
Texas
$1.63M +$334K +4,686 +24%
HIM
110
Hanlon Investment Management
New Jersey
$1.63M -$208K -2,914 -11%
CBC
111
Coombe, Bender & Co
New York
$1.54M +$363K +5,093 +28%
Wealthfront Advisers
112
Wealthfront Advisers
California
$1.53M +$728K +10,214 +81%
SAM
113
Secure Asset Management
Michigan
$1.5M -$77.7K -1,091 -5%
BBA
114
BLB&B Advisors
Pennsylvania
$1.5M +$159K +2,230 +11%
RJFSA
115
Raymond James Financial Services Advisors
Florida
$1.46M +$229K +3,218 +17%
SIA
116
Strategic Investment Advisors
Michigan
$1.46M +$74.9K +1,051 +5%
SW
117
Signify Wealth
Missouri
$1.45M -$2.89M -40,617 -65%
FFN
118
Focus Financial Network
Minnesota
$1.31M +$116K +1,623 +9%
Northwestern Mutual Wealth Management
119
Northwestern Mutual Wealth Management
Wisconsin
$1.24M +$237K +3,330 +22%
GGS
120
Galvin Gaustad & Stein
Arizona
$1.23M +$240K +3,370 +23%
FPWM
121
FSB Premier Wealth Management
Iowa
$1.2M +$11.2K +157 +0.9%
HWM
122
Hohimer Wealth Management
Washington
$1.18M +$155K +2,182 +14%
DADC
123
D.A. Davidson & Co
Montana
$1.05M +$1.12M +15,673 New
PG
124
Patten Group
Tennessee
$1.04M +$1.11M +15,548 New
HI
125
Harbour Investments
Wisconsin
$1.03M +$98.6K +1,383 +10%