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Vanguard Long-Term Bond ETF

300 hedge funds and large institutions have $3.38B invested in Vanguard Long-Term Bond ETF in 2023 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 131 increasing their positions, 82 reducing their positions, and 46 closing their positions.

Holders
300
Holders Change
-7
Holders Change %
-2.28%
% of All Funds
4.78%
Holding in Top 10
16
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-23.81%
% of All Funds
0.26%
New
42
Increased
131
Reduced
82
Closed
46
Calls
$1.4M
Puts
$852K
Net Calls
+$550K
Net Calls Change
-$304K
Name Market Value Shares Shares
Change
Shares
Change %
Wells Fargo
1
Wells Fargo
California
$767M 11,437,380 +1,036,964 +10%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$668M 9,964,512 -2,210,837 -18%
LPL Financial
3
LPL Financial
California
$176M 2,626,030 +108,732 +4%
Envestnet Portfolio Solutions
4
Envestnet Portfolio Solutions
Illinois
$141M 2,102,817 +2,102,817 New
LNC
5
Lincoln National Corp
Pennsylvania
$129M 1,929,288 +138,203 +8%
Osaic Holdings
6
Osaic Holdings
Arizona
$106M 1,578,698 +197,358 +14%
Ameriprise
7
Ameriprise
Minnesota
$99M 1,476,475 +693,985 +89%
Bank of America
8
Bank of America
North Carolina
$86.4M 1,288,916 +341,555 +36%
Morgan Stanley
9
Morgan Stanley
New York
$81M 1,207,925 -455,982 -27%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$79.3M 1,181,836 +55,403 +5%
Charles Schwab
11
Charles Schwab
California
$78M 1,163,192 +1,163,192 New
Goldman Sachs
12
Goldman Sachs
New York
$66.7M 994,049 +42,440 +4%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$59.2M 882,572 +44,442 +5%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$44.4M 661,882 -3,221 -0.5%
KOC
15
Koss-Olinger Consulting
Florida
$43.1M 642,481 +642,481 New
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$30.6M 456,509 +21,664 +5%
MIS
17
Morningstar Investment Services
Illinois
$27.8M 414,704 -286,377 -41%
Principal Financial Group
18
Principal Financial Group
Iowa
$25.9M 385,944 +106,223 +38%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$24.2M 361,059 +10,325 +3%
EPP
20
ETF Portfolio Partners
Kansas
$23.8M 354,821 +34,328 +11%
CWA
21
Carolina Wealth Advisors
South Carolina
$21.3M 317,519 +31,050 +11%
NI
22
NYL Investors
New York
$21M 313,800 +14,000 +5%
US Bancorp
23
US Bancorp
Minnesota
$20.8M 309,764 +271,456 +709%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$17.8M 265,443 -31,880 -11%
CTB
25
Country Trust Bank
Illinois
$16.7M 249,741 -938 -0.4%