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Vanguard Long-Term Bond ETF

272 hedge funds and large institutions have $4.06B invested in Vanguard Long-Term Bond ETF in 2021 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 109 increasing their positions, 72 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

824% more call options, than puts

Call options by funds: $2.09M | Put options by funds: $226K

58% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 33

51% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 72

6% more funds holding

Funds holding: 257272 (+15)

4% more capital invested

Capital invested by funds: $3.9B → $4.06B (+$153M)

0.55% more ownership

Funds ownership: 65.18%65.72% (+0.55%)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

Holders
272
Holders Change
+15
Holders Change %
+5.84%
% of All Funds
4.19%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.12%
New
52
Increased
109
Reduced
72
Closed
33
Calls
$2.09M
Puts
$226K
Net Calls
+$1.86M
Net Calls Change
-$1.14M
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.12B +$35.1M +340,067 +3%
Morgan Stanley
2
Morgan Stanley
New York
$351M +$11.8M +114,442 +3%
Wells Fargo
3
Wells Fargo
California
$346M +$2.34M +22,601 +0.7%
KIM
4
Karpus Investment Management
New York
$166M -$9.64M -93,303 -5%
LNC
5
Lincoln National Corp
Pennsylvania
$153M +$6.44M +62,321 +4%
TAIM
6
TD Ameritrade Investment Management
Nebraska
$140M +$26.4M +255,734 +23%
LPL Financial
7
LPL Financial
California
$129M +$6.13M +59,349 +5%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$122M +$7.29M +70,551 +6%
Osaic Holdings
9
Osaic Holdings
Arizona
$120M +$4.7M +45,460 +4%
BCMIO
10
Beacon Capital Management Inc (Ohio)
Ohio
$119M +$15M +145,399 +14%
Ameriprise
11
Ameriprise
Minnesota
$118M +$4.25M +41,100 +4%
Citadel Advisors
12
Citadel Advisors
Florida
$116M +$116M +1,123,031 New
Jane Street
13
Jane Street
New York
$104M +$40.2M +389,027 +63%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$87.9M -$1.13M -10,926 -1%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$63.8M +$2.8M +27,120 +5%
MIS
16
Morningstar Investment Services
Illinois
$56.6M +$606K +5,860 +1%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$49.9M -$3.56M -34,491 -7%
Bank of America
18
Bank of America
North Carolina
$45.1M -$1.47M -14,205 -3%
ETC
19
Exchange Traded Concepts
Oklahoma
$43.4M -$152M -1,474,555 -78%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$33.2M -$167K -1,611 -0.5%
AAS
21
Ameritas Advisory Services
Nebraska
$31.6M +$31.8M +307,210 New
WHG
22
Westwood Holdings Group
Texas
$28M -$267K -2,585 -0.9%
MML Investors Services
23
MML Investors Services
Massachusetts
$26.6M +$250K +2,423 +0.9%
NI
24
NYL Investors
New York
$26M +$93K +900 +0.4%
Verition Fund Management
25
Verition Fund Management
Connecticut
$25.1M +$25.2M +243,855 New