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Vanguard Long-Term Bond ETF

257 hedge funds and large institutions have $2.72B invested in Vanguard Long-Term Bond ETF in 2022 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 88 increasing their positions, 104 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.31% more ownership

Funds ownership: 61.62%62.93% (+1.3%)

2% less funds holding

Funds holding: 262257 (-5)

11% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 35

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

14% less capital invested

Capital invested by funds: $3.16B → $2.72B (-$443M)

15% less repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 104

34% less call options, than puts

Call options by funds: $1.16M | Put options by funds: $1.75M

Holders
257
Holders Change
-5
Holders Change %
-1.91%
% of All Funds
4.33%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.12%
New
31
Increased
88
Reduced
104
Closed
35
Calls
$1.16M
Puts
$1.75M
Net Calls
-$598K
Net Calls Change
-$1.07M
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$968M -$21.5M -261,808 -2%
Wells Fargo
2
Wells Fargo
California
$230M -$15.3M -186,114 -6%
LNC
3
Lincoln National Corp
Pennsylvania
$132M +$10.3M +125,094 +8%
KIM
4
Karpus Investment Management
New York
$116M -$13.3M -162,200 -10%
TAIM
5
TD Ameritrade Investment Management
Nebraska
$110M +$2.21M +26,862 +2%
LPL Financial
6
LPL Financial
California
$106M +$10.9M +131,944 +11%
Osaic Holdings
7
Osaic Holdings
Arizona
$101M -$4.36M -52,963 -4%
Ameriprise
8
Ameriprise
Minnesota
$97.2M +$3.63M +44,121 +4%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$95.7M -$3.75M -45,574 -4%
Morgan Stanley
10
Morgan Stanley
New York
$76.2M +$15.7M +191,292 +25%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$57M -$13.4M -162,383 -18%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$50.9M -$1.51M -18,393 -3%
MIS
13
Morningstar Investment Services
Illinois
$46.5M +$2.07M +25,206 +4%
Bank of America
14
Bank of America
North Carolina
$31.1M -$162K -1,966 -0.5%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$27.5M -$373K -4,536 -1%
Principal Financial Group
16
Principal Financial Group
Iowa
$26.3M -$406K -4,932 -1%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$23.4M -$5.09M -61,785 -17%
WHG
18
Westwood Holdings Group
Texas
$22.5M +$1.22M +14,799 +6%
NI
19
NYL Investors
New York
$20.7M +$453K +5,500 +2%
AWS
20
Atria Wealth Solutions
New York
$19.1M -$87.5K -1,063 -0.4%
MML Investors Services
21
MML Investors Services
Massachusetts
$15.1M -$11K -134 -0.1%
FA
22
FDx Advisors
Illinois
$14.6M +$15.1M +183,251 New
BCM
23
Brookstone Capital Management
Illinois
$11.4M +$547K +6,646 +5%
Citadel Advisors
24
Citadel Advisors
Florida
$11.2M +$10.3M +124,952 +822%
KAS
25
Kestra Advisory Services
Texas
$10.9M +$1.42M +17,301 +14%