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Vanguard Long-Term Bond ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
KA
151
Kovack Advisors
Florida
$505K +$11.9K +155 +2%
CF
152
Centaurus Financial
California
$499K +$343K +4,476 +219%
WHG
153
Westwood Holdings Group
Texas
$477K +$169K +2,207 +55%
SFS
154
Security Financial Services
Indiana
$455K +$7.66K +100 +2%
SWIG
155
Strategic Wealth Investment Group
Kentucky
$438K +$103K +1,350 +31%
MC
156
Montag & Caldwell
Georgia
$434K +$434K +5,669 New
SEP
157
Southland Equity Partners
Missouri
$433K +$153 +2 +0%
BFO
158
Boston Family Office
Massachusetts
$430K -$99.4K -1,298 -19%
TT
159
TI-Trust
Illinois
$416K -$1.3K -17 -0.3%
RFC
160
Regions Financial Corp
Alabama
$412K +$4.21K +55 +1%
KPWS
161
Kestra Private Wealth Services
Texas
$401K +$10.3K +134 +3%
WAP
162
Wealthcare Advisory Partners
Pennsylvania
$398K +$53.9K +703 +16%
CFAM
163
Center For Asset Management
Florida
$393K -$23.6K -308 -6%
IBOK
164
Independence Bank of Kentucky
Kentucky
$375K +$71.7K +935 +24%
JWCA
165
J.W. Cole Advisors
Florida
$374K -$43.2K -564 -10%
TGAM
166
TBH Global Asset Management
Tennessee
$360K +$360K +4,694 New
MGIA
167
Moneta Group Investment Advisors
Missouri
$359K -$14.9K -195 -4%
FIA
168
Foundations Investment Advisors
Arizona
$358K -$8.66K -113 -2%
Koshinski Asset Management
169
Koshinski Asset Management
Illinois
$356K -$41.2K -537 -10%
GRP
170
Global Retirement Partners
California
$355K +$76K +994 +27%
TA
171
TrueWealth Advisors
Alabama
$352K -$10.7K -140 -3%
RPG
172
Resource Planning Group
Georgia
$351K +$20.5K +267 +6%
IWC
173
Integrated Wealth Concepts
Massachusetts
$337K +$20.9K +273 +7%
PTC
174
Private Trust Company
Ohio
$335K
Luther King Capital Management (LKCM)
175
Luther King Capital Management (LKCM)
Texas
$331K -$313K