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Vanguard Long-Term Bond ETF

307 hedge funds and large institutions have $3.87B invested in Vanguard Long-Term Bond ETF in 2023 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 128 increasing their positions, 84 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
307
Holders Change
+27
Holders Change %
+9.64%
% of All Funds
4.84%
Holding in Top 10
21
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+110%
% of All Funds
0.33%
New
57
Increased
128
Reduced
84
Closed
28
Calls
$1.42M
Puts
$562K
Net Calls
+$854K
Net Calls Change
+$1.8M
Name Holding Trade Value Shares
Change
Shares
Change %
SPC
151
Sigma Planning Corp
Michigan
$810K +$26.7K +356 +3%
Corient Private Wealth
152
Corient Private Wealth
Florida
$767K -$48.4K -646 -6%
SCM
153
Stordahl Capital Management
Colorado
$753K +$5.69K +76 +0.8%
MW
154
Marcum Wealth
Ohio
$713K -$24.2K -323 -3%
VA
155
Valmark Advisers
Ohio
$706K +$141K +1,880 +25%
Citadel Advisors
156
Citadel Advisors
Florida
$706K -$28.3M -378,302 -98%
CAP
157
Columbia Advisory Partners
Washington
$669K
MWM
158
Maripau Wealth Management
Indiana
$669K -$27.6K -369 -4%
CIBC World Market
159
CIBC World Market
Ontario, Canada
$633K
KFS
160
Kelly Financial Services
Massachusetts
$612K -$19.2K -256 -3%
WFA
161
WMG Financial Advisors
Tennessee
$611K +$131K +1,750 +27%
DWM
162
Darwin Wealth Management
Florida
$607K -$158K -2,166 -21%
CAS
163
Coppell Advisory Solutions
Texas
$571K +$571K +7,702 New
IBOK
164
Independence Bank of Kentucky
Kentucky
$560K +$193K +2,575 +53%
Rockefeller Capital Management
165
Rockefeller Capital Management
New York
$557K -$27.1K -362 -5%
OIA
166
OneDigital Investment Advisors
Kansas
$554K +$11.2K +150 +2%
Kayne Anderson Rudnick Investment Management
167
Kayne Anderson Rudnick Investment Management
California
$548K
SPI
168
Sutton Place Investors
New York
$546K -$9.07K -121 -2%
MSAM
169
Moloney Securities Asset Management
Missouri
$542K +$3.67K +49 +0.7%
SWG
170
Summit Wealth Group
Vermont
$539K -$60.6M -809,703 -99%
CAPTRUST Financial Advisors
171
CAPTRUST Financial Advisors
North Carolina
$534K -$2.1K -28 -0.4%
TWC
172
TD Waterhouse Canada
Ontario, Canada
$526K
GWM
173
Geneos Wealth Management
Colorado
$524K +$438K +5,843 +510%
Mariner
174
Mariner
Kansas
$519K -$266K -3,554 -34%
HighTower Advisors
175
HighTower Advisors
Illinois
$511K -$18.4K -247 -3%