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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
PMA
126
Prudent Man Advisors
Illinois
$1.02M +$17.8K +250 +2%
LWM
127
Liberty Wealth Management
California
$989K +$18.3K +257 +2%
MC
128
Montag & Caldwell
Georgia
$973K +$600K +8,423 +138%
DP
129
Dearborn Partners
Illinois
$890K +$945K +13,265 New
State of Wisconsin Investment Board
130
State of Wisconsin Investment Board
Wisconsin
$887K
KIM
131
Karpus Investment Management
New York
$874K -$6.41K -90 -0.7%
SC
132
Scotia Capital
Ontario, Canada
$870K -$70.1K -983 -7%
GWMIA
133
Global Wealth Management Investment Advisory
Florida
$869K -$23.2K -325 -2%
CIA
134
Capital Investment Advisors
Georgia
$868K -$53.6K -752 -5%
M&T Bank
135
M&T Bank
New York
$861K
SPC
136
Sigma Planning Corp
Michigan
$841K +$124K +1,735 +16%
BOM
137
Bank of Marin
California
$819K +$67.5K +947 +8%
BCMIO
138
Beacon Capital Management Inc (Ohio)
Ohio
$812K -$98.3M -1,379,365 -99%
GSIAS
139
Garden State Investment Advisory Services
New Jersey
$791K +$63.2K +887 +8%
Mariner
140
Mariner
Kansas
$791K +$346K +4,861 +70%
VA
141
Valmark Advisers
Ohio
$770K +$147K +2,059 +22%
CAL
142
Capital Analysts LLC
Pennsylvania
$761K -$40.3K -565 -5%
HI
143
Human Investing
Oregon
$753K +$8.48K +119 +1%
Corient Private Wealth
144
Corient Private Wealth
Florida
$687K +$998 +14 +0.1%
DWM
145
Darwin Wealth Management
Florida
$687K +$137K +1,926 +23%
SCM
146
Stordahl Capital Management
Colorado
$674K
PAS
147
Park Avenue Securities
New York
$664K +$706K +9,908 New
P
148
Pitcairn
Pennsylvania
$655K -$696K -9,767 -50%
VC
149
Veery Capital
Delaware
$654K -$119K -1,671 -15%
MW
150
Marcum Wealth
Ohio
$645K +$7.05K +99 +1%