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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

65% more call options, than puts

Call options by funds: $1.4M | Put options by funds: $852K

60% more repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 82

9% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 46

1.99% less ownership

Funds ownership: 66.33%64.33% (-2%)

2% less funds holding

Funds holding: 307300 (-7)

13% less capital invested

Capital invested by funds: $3.87B → $3.38B (-$492M)

24% less funds holding in top 10

Funds holding in top 10: 2116 (-5)

Holders
300
Holders Change
-7
Holders Change %
-2.28%
% of All Funds
4.76%
Holding in Top 10
16
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-23.81%
% of All Funds
0.25%
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
Change in
Stake
SPI
201
Sutton Place Investors
New York
$259K -$244K -3,426 -47%
WHG
202
Westwood Holdings Group
Texas
$251K -$122K -1,714 -31%
AWA
203
Arkadios Wealth Advisors
Georgia
$247K +$262K +3,680 New
SWP
204
Stratos Wealth Partners
Ohio
$246K +$16.2K +228 +7%
JSL
205
JT Stratford LLC
Georgia
$245K +$260K +3,652 New
FIA
206
Foundations Investment Advisors
Arizona
$244K -$2.01M -28,136 -89%
KFGK
207
Keystone Financial Group (Kentucky)
Kentucky
$232K -$13.8K -194 -5%
HAS
208
HBW Advisory Services
California
$230K +$244K +3,429 New
WAM
209
Walker Asset Management
Missouri
$227K -$143 -2 -0.1%
PFG
210
Pacific Financial Group
Washington
$219K +$17.5K +245 +8%
PIA
211
Panoramic Investment Advisors
Colorado
$211K +$224K +3,150 New
WEG
212
World Equity Group
Illinois
$210K +$220K +3,086 New
RCM
213
Raleigh Capital Management
North Carolina
$165K +$8.34K +117 +5%
SWM
214
Spire Wealth Management
Virginia
$153K -$3.85K -54 -2%
LFA
215
Level Financial Advisors
New York
$148K +$2K +28 +1%
GWMI
216
Guardian Wealth Management (Illinois)
Illinois
$139K +$15.8K +222 +12%
Fifth Third Bancorp
217
Fifth Third Bancorp
Ohio
$135K -$28.9K -405 -17%
Carson Wealth (CWM LLC)
218
Carson Wealth (CWM LLC)
Nebraska
$128K +$62.5K +877 +86%
AIC
219
Archer Investment Corporation
Indiana
$122K +$82.2K +1,154 +173%
UB
220
UMB Bank
Missouri
$122K
AF
221
Allworth Financial
California
$110K -$75.2K -1,055 -39%
ME
222
McIlrath & Eck
Washington
$98.2K
OIA
223
Optimum Investment Advisors
Illinois
$92.2K -$4.06K -57 -4%
RWPA
224
Richard W. Paul & Associates
Michigan
$82.9K +$8.69K +122 +11%
PTC
225
Private Trust Company
Ohio
$80.3K -$25.4K -357 -23%