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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
Holders
300
Holders Change
-7
Holders Change %
-2.28%
% of All Funds
4.78%
Holding in Top 10
16
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-23.81%
% of All Funds
0.26%
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
Shares
Change %
GWM
151
Geneos Wealth Management
Colorado
$635K +$166K +2,482 +36%
AC
152
Addison Capital
Pennsylvania
$616K -$150K -2,238 -20%
IBOK
153
Independence Bank of Kentucky
Kentucky
$601K +$99.9K +1,490 +20%
MWM
154
Maripau Wealth Management
Indiana
$599K +$738 +11 +0.1%
Financial Engines Advisors
155
Financial Engines Advisors
California
$576K -$2.82M -42,076 -83%
CIBC World Market
156
CIBC World Market
Ontario, Canada
$560K -$6.7K -100 -1%
TB
157
Treynor Bancshares
Iowa
$526K +$526K +7,850 New
CAPTRUST Financial Advisors
158
CAPTRUST Financial Advisors
North Carolina
$512K +$34.3K +512 +7%
RFC
159
Regions Financial Corp
Alabama
$507K +$102K +1,524 +25%
SF
160
Synovus Financial
Georgia
$503K +$118K +1,761 +31%
Kayne Anderson Rudnick Investment Management
161
Kayne Anderson Rudnick Investment Management
California
$491K
IWC
162
Integrated Wealth Concepts
Massachusetts
$484K +$101K +1,499 +26%
SFS
163
Security Financial Services
Indiana
$479K +$48.6K +724 +11%
BEI
164
Benjamin Edwards Inc
Missouri
$473K +$473K +7,057 New
ANTB
165
AMG National Trust Bank
Colorado
$463K +$463K +6,902 New
HighTower Advisors
166
HighTower Advisors
Illinois
$457K +$2.06K +31 +0.5%
KA
167
Kovack Advisors
Florida
$453K +$6.57K +98 +1%
Renaissance Technologies
168
Renaissance Technologies
New York
$449K +$13.4K +200 +3%
ASN
169
Advisory Services Network
Georgia
$420K +$166K +2,471 +65%
OIA
170
OneDigital Investment Advisors
Kansas
$412K -$83.8K -1,250 -17%
KFS
171
Kelly Financial Services
Massachusetts
$407K -$141K -2,103 -26%
IGWM
172
ICA Group Wealth Management
Colorado
$394K -$9.12K -136 -2%
RA
173
RFG Advisory
Alabama
$393K +$107K +1,589 +37%
BFO
174
Boston Family Office
Massachusetts
$384K +$36.9K +551 +11%
HWA
175
Hilltop Wealth Advisors
North Carolina
$374K +$374K +5,576 New