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Vanguard Long-Term Bond ETF
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Overview Fund Activity

362 hedge funds and large institutions have $3.19B invested in Vanguard Long-Term Bond ETF in 2024 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 169 increasing their positions, 102 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
362
Holders Change
-3
Holders Change %
-0.82%
% of All Funds
5.25%
Holding in Top 10
15
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-34.78%
% of All Funds
0.22%
New
47
Increased
169
Reduced
102
Closed
44
Calls
$1.44M
Puts
$1.3M
Net Calls
+$144K
Net Calls Change
+$1.5M

Top Buyers

1
GFG
Greystone Financial Group
Michigan
$39.8M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$36.3M
3
Citadel Advisors
Citadel Advisors
Florida
$13.3M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$91.7M
5
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
$164M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$317M
2
Morgan Stanley
Morgan Stanley
New York
$101M
3
Osaic Holdings
Osaic Holdings
Arizona
$19M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$695M
5
KOC
Koss-Olinger Consulting
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WFA
201
WMG Financial Advisors
Tennessee
$573K +$9.04K +125 +2%
FA
202
FSA Advisors
Michigan
$573K +$37.4K +517 +7%
SRA
203
Secured Retirement Advisors
Minnesota
$572K +$111K +1,539 +24%
CIBC World Market
204
CIBC World Market
Ontario, Canada
$554K +$39.8K +550 +8%
AC
205
Addison Capital
Pennsylvania
$541K -$79.6K -1,101 -13%
Qube Research & Technologies (QRT)
206
Qube Research & Technologies (QRT)
United Kingdom
$538K +$65.9K +911 +14%
SFS
207
Security Financial Services
Indiana
$526K +$13.5K +186 +3%
NSIM
208
North Star Investment Management
Illinois
$513K +$114K +1,570 +28%
GFPC
209
Global Financial Private Client
Florida
$506K -$197K -2,783 -28%
KA
210
Kovack Advisors
Florida
$500K +$9.48K +131 +2%
NS
211
NBC Securities
Alabama
$492K +$81.7K +1,132 +20%
BEI
212
Benjamin Edwards Inc
Missouri
$491K -$14.5K -200 -3%
MC
213
Montag & Caldwell
Georgia
$485K +$151K +2,082 +45%
ASN
214
Advisory Services Network
Georgia
$483K +$121K +1,674 +33%
LWM
215
LongView Wealth Management
Georgia
$475K +$43.3K +599 +10%
RFC
216
Regions Financial Corp
Alabama
$471K -$81.4K -1,126 -15%
KWA
217
Kellett Wealth Advisors
Ohio
$456K +$456K +6,305 New
WHG
218
Westwood Holdings Group
Texas
$452K +$452K +6,254 New
IGWM
219
ICA Group Wealth Management
Colorado
$429K +$2.6K +36 +0.6%
WJWM
220
Williams Jones Wealth Management
New York
$417K +$417K +5,761 New
BFO
221
Boston Family Office
Massachusetts
$414K – – –
RIM
222
Redwood Investment Management
Arizona
$407K -$37.3K -516 -8%
KFS
223
Kelly Financial Services
Massachusetts
$405K -$13.1K -181 -3%
FFWA
224
Forthright Family Wealth Advisory
Texas
$401K +$401K +5,541 New
ACP
225
Aveo Capital Partners
Colorado
$395K +$105K +1,508 +36%
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