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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 %
SPC
126
Sigma Planning Corp
Michigan
$801K +$22.3K +291 +3%
HI
127
Human Investing
Oregon
$790K +$121K +1,581 +18%
DWM
128
Darwin Wealth Management
Florida
$789K -$147K -1,949 -16%
SCM
129
Stordahl Capital Management
Colorado
$765K +$765K +9,976 New
MW
130
Marcum Wealth
Ohio
$754K -$50K -653 -6%
RJA
131
Raymond James & Associates
Florida
$714K +$2.76K +36 +0.4%
MWM
132
Maripau Wealth Management
Indiana
$712K +$14.5K +189 +2%
HWM
133
Hohimer Wealth Management
Washington
$695K +$695K +9,073 New
CAP
134
Columbia Advisory Partners
Washington
$684K +$6.21K +81 +0.9%
CIBC World Market
135
CIBC World Market
Ontario, Canada
$648K +$187K +2,442 +41%
KFS
136
Kelly Financial Services
Massachusetts
$646K +$114K +1,482 +21%
IF
137
Intrua Financial
Texas
$644K -$168K -2,231 -21%
WFA
138
WMG Financial Advisors
Tennessee
$609K – – –
Manulife (Manufacturers Life Insurance)
139
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$601K -$3.99K -52 -0.7%
Rockefeller Capital Management
140
Rockefeller Capital Management
New York
$598K +$40.8K +532 +7%
VA
141
Valmark Advisers
Ohio
$579K +$189K +2,468 +49%
SPI
142
Sutton Place Investors
New York
$567K +$167K +2,184 +42%
Kayne Anderson Rudnick Investment Management
143
Kayne Anderson Rudnick Investment Management
California
$561K – – –
OIA
144
OneDigital Investment Advisors
Kansas
$555K -$4.98K -65 -0.9%
MSAM
145
Moloney Securities Asset Management
Missouri
$551K +$551K +7,190 New
CAPTRUST Financial Advisors
146
CAPTRUST Financial Advisors
North Carolina
$548K -$84K -1,096 -13%
HighTower Advisors
147
HighTower Advisors
Illinois
$545K -$19.2K -250 -3%
TWC
148
TD Waterhouse Canada
Ontario, Canada
$543K +$543K +7,074 New
3LCM
149
3D/L Capital Management
Connecticut
$518K -$182K -2,374 -26%
Creative Planning
150
Creative Planning
Kansas
$509K +$269K +3,504 +112%
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