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Vanguard Long-Term Bond ETF
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Overview Fund Activity

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

Top Buyers

1
ETC
Exchange Traded Concepts
Oklahoma
$158M
2
Wells Fargo
Wells Fargo
California
$779M
3
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$104M
4
Ameriprise
Ameriprise
Minnesota
$58.6M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$912M

Top Sellers

1
SWG
Summit Wealth Group
Vermont
$539K
2
Citadel Advisors
Citadel Advisors
Florida
$706K
3
FA
FDx Advisors
Illinois
$2.92M
4
TAIM
TD Ameritrade Investment Management
Nebraska
$90.2M
5
RJFSA
Raymond James Financial Services Advisors
Florida
$1.39M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
201
WNY Asset Management
New York
$324K +$324K +4,331 New
Luther King Capital Management (LKCM)
202
Luther King Capital Management (LKCM)
Texas
$323K -$331K – –
RA
203
RFG Advisory
Alabama
$321K +$13.9K +185 +5%
3LCM
204
3D/L Capital Management
Connecticut
$310K -$196K -2,611 -39%
NCM
205
Neumann Capital Management
California
$307K +$33.7K +450 +12%
IWM
206
IHT Wealth Management
Illinois
$296K +$296K +3,952 New
SIA
207
Soltis Investment Advisors
Utah
$295K +$26.6K +355 +10%
IAN
208
Integrated Advisors Network
Texas
$293K +$17.1K +228 +6%
SAG
209
SageView Advisory Group
California
$288K +$288K +3,842 New
ASN
210
Advisory Services Network
Georgia
$284K -$5.1K -68 -2%
ACP
211
Aveo Capital Partners
Colorado
$283K +$26.8K +358 +10%
SCA
212
Snowden Capital Advisors
New York
$277K +$1.65K +22 +0.6%
KFGK
213
Keystone Financial Group (Kentucky)
Kentucky
$274K +$274K +3,660 New
SWP
214
Stratos Wealth Partners
Ohio
$258K +$13.6K +181 +6%
WAM
215
Walker Asset Management
Missouri
$253K -$1.5K -20 -0.6%
SPWG
216
Syntegra Private Wealth Group
Missouri
$252K +$252K +3,362 New
WIA
217
World Investment Advisors
California
$239K -$2.55K -34 -1%
PFG
218
Pacific Financial Group
Washington
$226K -$899 -12 -0.4%
TC
219
TownSquare Capital
Utah
$214K +$214K +2,850 New
WS
220
Wedbush Securities
California
$213K +$213K +2,838 New
APWM
221
Argonautica Private Wealth Management
Massachusetts
$212K – – –
CA
222
Continuum Advisory
Idaho
$212K -$26.7K -357 -11%
Creative Planning
223
Creative Planning
Kansas
$209K -$289K -3,855 -58%
LRWA
224
Long Run Wealth Advisors
New York
$205K +$205K +2,736 New
AF
225
Allworth Financial
California
$201K -$13.3K -178 -6%
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9
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