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Vanguard Long-Term Bond ETF

365 hedge funds and large institutions have $4.04B invested in Vanguard Long-Term Bond ETF in 2023 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 133 increasing their positions, 102 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
365
Holders Change
+65
Holders Change %
+21.67%
% of All Funds
5.35%
Holding in Top 10
23
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+43.75%
% of All Funds
0.34%
New
89
Increased
133
Reduced
102
Closed
23
Calls
$2.61M
Puts
$3.96M
Net Calls
-$1.35M
Net Calls Change
-$1.9M
Name Holding Trade Value Shares
Change
Shares
Change %
HighTower Advisors
176
HighTower Advisors
Illinois
$686K +$172K +2,307 +34%
ANTB
177
AMG National Trust Bank
Colorado
$670K +$155K +2,082 +30%
MW
178
Marcum Wealth
Ohio
$655K -$62K -831 -9%
IBOK
179
Independence Bank of Kentucky
Kentucky
$650K -$17.9K -240 -3%
MWM
180
Maripau Wealth Management
Indiana
$642K -$24.8K -332 -4%
AC
181
Addison Capital
Pennsylvania
$640K -$46.3K -621 -7%
OIA
182
OneDigital Investment Advisors
Kansas
$636K +$178K +2,385 +39%
SAW
183
Signal Advisors Wealth
Michigan
$635K +$635K +8,519 New
EFS
184
Econ Financial Services
Pennsylvania
$617K +$617K +8,274 New
CCM
185
Crabel Capital Management
California
$601K +$601K +8,064 New
GWM
186
Geneos Wealth Management
Colorado
$600K -$106K -1,418 -15%
SF
187
Synovus Financial
Georgia
$600K +$41K +549 +7%
LWM
188
Luminvest Wealth Management
Arizona
$589K +$589K +7,998 New
WFA
189
WMG Financial Advisors
Tennessee
$582K +$582K +7,800 New
RFC
190
Regions Financial Corp
Alabama
$569K +$5.15K +69 +0.9%
JWCA
191
J.W. Cole Advisors
Florida
$567K +$204K +2,734 +56%
FA
192
FSA Advisors
Michigan
$552K +$552K +7,404 New
CAPTRUST Financial Advisors
193
CAPTRUST Financial Advisors
North Carolina
$550K -$19.2K -258 -3%
CIBC World Market
194
CIBC World Market
Ontario, Canada
$530K -$92.8K -1,245 -15%
SFS
195
Security Financial Services
Indiana
$529K -$3.88K -52 -0.7%
BEI
196
Benjamin Edwards Inc
Missouri
$521K -$4.99K -67 -0.9%
Corient Private Wealth
197
Corient Private Wealth
Florida
$519K -$246K -3,294 -32%
KA
198
Kovack Advisors
Florida
$506K +$2.16K +29 +0.4%
Qube Research & Technologies (QRT)
199
Qube Research & Technologies (QRT)
United Kingdom
$487K +$191K +2,563 +65%
SRA
200
Secured Retirement Advisors
Minnesota
$475K +$475K +6,375 New