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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 %
RA
201
RFG Advisory
Alabama
$470K +$32.1K +431 +7%
KMWM
202
Keudell/Morrison Wealth Management
Oregon
$467K -$9.43M -126,462 -95%
SIA
203
Soltis Investment Advisors
Utah
$460K +$104K +1,397 +29%
RIM
204
Redwood Investment Management
Arizona
$458K +$46.3K +621 +11%
IGWM
205
ICA Group Wealth Management
Colorado
$439K +$1.19K +16 +0.3%
LWM
206
LongView Wealth Management
Georgia
$438K +$438K +5,971 New
KFS
207
Kelly Financial Services
Massachusetts
$431K -$21.8K -292 -5%
BFO
208
Boston Family Office
Massachusetts
$427K
NS
209
NBC Securities
Alabama
$423K +$15.9K +214 +4%
Citadel Advisors
210
Citadel Advisors
Florida
$420K +$36.5K +490 +10%
SOS
211
Silver Oak Securities
Tennessee
$417K +$417K +5,596 New
NSIM
212
North Star Investment Management
Illinois
$411K +$411K +5,517 New
SPIA
213
Steward Partners Investment Advisory
New York
$410K +$362K +4,851 +743%
UCFA
214
United Capital Financial Advisors
Texas
$398K +$398K +5,340 New
VC
215
Veery Capital
Delaware
$393K -$335K -4,487 -46%
TT
216
TI-Trust
Illinois
$390K -$1.72K -23 -0.4%
GRP
217
Global Retirement Partners
California
$379K +$14.9K +205 +4%
Tudor Investment Corp
218
Tudor Investment Corp
Connecticut
$375K +$375K +5,022 New
ASN
219
Advisory Services Network
Georgia
$373K -$93.4K -1,252 -20%
KPWS
220
Kestra Private Wealth Services
Texas
$370K -$14.3K -192 -4%
SEP
221
Southland Equity Partners
Missouri
$362K +$448 +6 +0.1%
MGIA
222
Moneta Group Investment Advisors
Missouri
$351K -$48.9K -656 -12%
MC
223
Montag & Caldwell
Georgia
$345K -$737K -9,879 -68%
SW
224
Signify Wealth
Missouri
$344K -$1.27M -17,040 -79%
I
225
INVST
Indiana
$342K +$342K +4,707 New