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Vanguard Long-Term Bond ETF
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Overview Fund Activity

365 hedge funds and large institutions have $4.04B invested in Vanguard Long-Term Bond ETF in 2023 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 133 increasing their positions, 102 reducing their positions, and 23 closing their positions.

Holders
365
Holders Change
+65
Holders Change %
+21.67%
% of All Funds
5.35%
Holding in Top 10
23
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+43.75%
% of All Funds
0.34%
New
89
Increased
133
Reduced
102
Closed
23
Calls
$2.61M
Puts
$3.96M
Net Calls
-$1.35M
Net Calls Change
-$1.9M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$195M
2
BCMIO
2
Beacon Capital Management Inc (Ohio)
Ohio
$72.2M
3
ETC
3
Exchange Traded Concepts
Oklahoma
$52M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$784M
5
MIS
5
Morningstar Investment Services
Illinois
$61.6M

Top Sellers

1
LWM
1
Liberty Wealth Management
California
$2.63M
2
Wells Fargo
2
Wells Fargo
California
$713M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$89.4M
4
NI
4
NYL Investors
New York
$9.61M
5
HP
5
HT Partners
Connecticut
$1.13M
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$784M 10,511,837 +547,325 +5%
Wells Fargo
2
Wells Fargo
California
$713M 9,555,712 -1,881,668 -16%
LPL Financial
3
LPL Financial
California
$200M 2,686,601 +60,571 +2%
Morgan Stanley
4
Morgan Stanley
New York
$195M 2,613,094 +1,405,169 +116%
Envestnet Portfolio Solutions
5
Envestnet Portfolio Solutions
Illinois
$160M 2,148,695 +45,878 +2%
LNC
6
Lincoln National Corp
Pennsylvania
$151M 2,023,505 +94,217 +5%
Ameriprise
7
Ameriprise
Minnesota
$105M 1,403,767 -72,708 -5%
Bank of America
8
Bank of America
North Carolina
$97.7M 1,310,542 +21,626 +2%
Osaic Holdings
9
Osaic Holdings
Arizona
$89.4M 1,197,980 -380,718 -24%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$83.7M 1,122,596 -59,240 -5%
Charles Schwab
11
Charles Schwab
California
$80.9M 1,085,144 -78,048 -7%
Goldman Sachs
12
Goldman Sachs
New York
$74.9M 1,004,536 +10,487 +1%
BCMIO
13
Beacon Capital Management Inc (Ohio)
Ohio
$72.2M 967,857 +955,755 +7,897%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$66M 884,673 +2,101 +0.2%
MIS
15
Morningstar Investment Services
Illinois
$61.6M 820,265 +405,561 +98%
ETC
16
Exchange Traded Concepts
Oklahoma
$52M 697,670 +697,670 New
KOC
17
Koss-Olinger Consulting
Florida
$49.2M 659,484 +17,003 +3%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$46.9M 628,815 -33,067 -5%
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
$45.6M 611,830 +155,321 +34%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$27.9M 374,001 +12,942 +4%
EPP
21
ETF Portfolio Partners
Kansas
$26.3M 352,278 -2,543 -0.7%
Principal Financial Group
22
Principal Financial Group
Iowa
$24.9M 334,371 -51,573 -13%
CWA
23
Carolina Wealth Advisors
South Carolina
$23.8M 319,736 +2,217 +0.7%
US Bancorp
24
US Bancorp
Minnesota
$22.2M 297,094 -12,670 -4%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$21.8M 292,455 +27,012 +10%
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