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Vanguard Long-Term Treasury ETF

286 hedge funds and large institutions have $4.02B invested in Vanguard Long-Term Treasury ETF in 2023 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 131 increasing their positions, 62 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 30

111% more repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 62

40% more funds holding in top 10

Funds holding in top 10: 1521 (+6)

29% more capital invested

Capital invested by funds: $3.12B → $4.02B (+$902M)

13% more funds holding

Funds holding: 252286 (+34)

2.9% more ownership

Funds ownership: 63.81%66.71% (+2.9%)

54% less call options, than puts

Call options by funds: $6.25M | Put options by funds: $13.6M

Holders
286
Holders Change
+34
Holders Change %
+13.49%
% of All Funds
4.49%
Holding in Top 10
21
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+40%
% of All Funds
0.33%
New
66
Increased
131
Reduced
62
Closed
30
Calls
$6.25M
Puts
$13.6M
Net Calls
-$7.34M
Net Calls Change
-$8.73M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
26
AE Wealth Management
Kansas
$39.4M +$2.8M +43,607 +8%
LPL Financial
27
LPL Financial
California
$35.2M +$11.9M +185,307 +50%
SFS
28
Strategic Financial Services
New York
$23.9M +$25.4M +395,748 New
CB
29
Commerce Bank
Missouri
$23.5M +$3.11M +48,460 +15%
CCA
30
Checchi Capital Advisers
California
$23.2M +$2.14M +33,378 +10%
MIM
31
Morningstar Investment Management
Illinois
$22.3M -$22.5M -350,934 -50%
AA
32
Advisory Alpha
Michigan
$21.5M +$586K +9,143 +3%
HW
33
Hamilton Wealth
California
$21.4M -$206K -3,208 -0.9%
M&T Bank
34
M&T Bank
New York
$19.6M +$19.8M +308,431 New
HighTower Advisors
35
HighTower Advisors
Illinois
$18.8M +$1.37M +21,331 +8%
Truist Financial
36
Truist Financial
North Carolina
$18.7M +$2.29M +35,755 +14%
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$17.3M +$17.1M +266,848 +4,402%
BCP
38
Blue Chip Partners
Michigan
$16.3M +$1.67M +26,087 +11%
RJFSA
39
Raymond James Financial Services Advisors
Florida
$15.4M +$9.28M +144,774 +149%
GP
40
Girard Partners
Pennsylvania
$14.1M +$1.62M +25,264 +13%
AF
41
Allworth Financial
California
$13.7M +$1.17M +18,214 +9%
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$13.6M +$5.96M +92,985 +77%
NAS
43
Nicolet Advisory Services
Wisconsin
$12.9M +$13.4M +209,273 New
RJA
44
Raymond James & Associates
Florida
$12.5M +$8.22M +128,249 +188%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$12.1M +$586K +9,142 +5%
MNG
46
Manning & Napier Group
New York
$11.9M
GG
47
GenWealth Group
New Jersey
$11.7M +$248K +3,862 +2%
IC
48
Innealta Capital
Texas
$11.6M +$7.89M +123,031 +207%
ATI
49
Act Two Investors
California
$10.6M +$10.7M +167,431 New
HCA
50
Heck Capital Advisors
Wisconsin
$10.5M +$394K +6,139 +4%