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Vanguard Long-Term Bond ETF

280 hedge funds and large institutions have $3.27B invested in Vanguard Long-Term Bond ETF in 2023 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 117 increasing their positions, 78 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
280
Holders Change
+11
Holders Change %
+4.09%
% of All Funds
4.48%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.16%
New
48
Increased
117
Reduced
78
Closed
32
Calls
$1.86M
Puts
$2.81M
Net Calls
-$950K
Net Calls Change
+$383K
Name Holding Trade Value Shares
Change
Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$901M -$8.85M -115,427 -1%
Wells Fargo
2
Wells Fargo
California
$648M +$379M +4,943,325 +141%
LPL Financial
3
LPL Financial
California
$183M +$17.1M +223,675 +10%
LNC
4
Lincoln National Corp
Pennsylvania
$132M -$1.69M -22,101 -1%
Morgan Stanley
5
Morgan Stanley
New York
$121M +$7.17M +93,535 +6%
TAIM
6
TD Ameritrade Investment Management
Nebraska
$97M -$5.53M -72,195 -5%
Osaic Holdings
7
Osaic Holdings
Arizona
$94.6M -$1.41M -18,324 -1%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$85.8M -$2.77M -36,198 -3%
Bank of America
9
Bank of America
North Carolina
$75.4M +$26.6M +346,687 +54%
Goldman Sachs
10
Goldman Sachs
New York
$68.8M -$475K -6,193 -0.7%
MIS
11
Morningstar Investment Services
Illinois
$56.4M +$402K +5,312 +0.7%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$52M +$2.02M +26,418 +4%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$51.6M +$2.25M +29,405 +5%
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$30.9M +$1.76M +23,003 +6%
Citadel Advisors
15
Citadel Advisors
Florida
$29.7M +$28.6M +373,502 +2,626%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$25.9M +$882K +11,502 +4%
Principal Financial Group
17
Principal Financial Group
Iowa
$25.1M -$257K -3,356 -1%
NI
18
NYL Investors
New York
$22.8M -$61.3K -800 -0.3%
CWA
19
Carolina Wealth Advisors
South Carolina
$22M +$904K +11,790 +4%
AWS
20
Atria Wealth Solutions
New York
$20.4M -$7.39M -96,480 -27%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$20.3M +$131K +1,703 +0.6%
CTB
22
Country Trust Bank
Illinois
$19.5M +$19.4M +253,721 +89,025%
CWM
23
CIBC World Markets
New York
$18.3M +$18.3M +230,000 New
UBS Group
24
UBS Group
Switzerland
$17.5M -$888K -11,593 -5%
GFG
25
Greystone Financial Group
Michigan
$15.8M +$15.8M +206,219 New