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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
EF
76
Empowered Funds
Pennsylvania
$4.72M +$591K +9,215 +14%
EST
77
EA Series Trust
Pennsylvania
$4.72M +$4.78M +74,533 New
TCWM
78
Total Clarity Wealth Management
Illinois
$4.31M +$3.14M +48,986 +259%
AWM
79
Avondale Wealth Management
Texas
$4.21M -$162K -2,519 -4%
GIS
80
Grayhawk Investment Strategies
Alberta, Canada
$4.18M +$545K +8,500 +15%
Baird Financial Group
81
Baird Financial Group
Wisconsin
$4.1M +$265K +4,129 +7%
SPIA
82
Steward Partners Investment Advisory
New York
$4.08M -$505K -7,879 -11%
VC
83
Vicus Capital
Pennsylvania
$4.04M +$29.5K +460 +0.7%
IMA
84
Investment Management Associates
Colorado
$3.91M
CCFM
85
Clear Creek Financial Management
Washington
$3.79M -$7.57K -118 -0.2%
OPOWM
86
One Plus One Wealth Management
Florida
$3.77M -$74.1K -1,155 -2%
ACM
87
Ashford Capital Management
Delaware
$3.62M +$506K +7,892 +16%
ODIJL
88
One Day In July LLC
Vermont
$3.45M +$71.7K +1,118 +2%
FNT
89
First National Trust
Pennsylvania
$3.37M +$201K +3,133 +6%
MWAM
90
Manhattan West Asset Management
California
$3.25M +$2.16M +33,692 +192%
NB
91
Nicolet Bankshares
Wisconsin
$3.24M +$3.27M +51,070 New
Betterment LLC
92
Betterment LLC
New York
$3.19M +$1.39M +21,609 +76%
FCT
93
Family Capital Trust
Massachusetts
$3.17M +$115K +1,801 +4%
NDSI
94
Newman Dignan & Sheerar Inc
Rhode Island
$3.11M +$3.14M +48,981 New
MW
95
Marcum Wealth
Ohio
$3.08M +$1.19M +18,561 +62%
JSL
96
JT Stratford LLC
Georgia
$2.98M +$3.01M +46,905 New
SPWG
97
Sage Private Wealth Group
Illinois
$2.97M +$254K +3,956 +9%
MA
98
Mutual Advisors
Nebraska
$2.82M +$1.42M +22,178 +100%
Stifel Financial
99
Stifel Financial
Missouri
$2.74M +$2.15M +33,537 +350%
HFS
100
Horizon Financial Services
North Carolina
$2.67M +$1.35K +21 +0%