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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
SS
101
Simplicity Solutions
Minnesota
$2.67M +$1.79M +27,877 +198%
BTI
102
Blue Trust Inc
Georgia
$2.58M +$831K +12,952 +49%
CPW
103
Catalyst Private Wealth
California
$2.51M +$57.7K +900 +2%
Lido Advisors
104
Lido Advisors
California
$2.43M -$117K -1,827 -5%
Prudential Financial
105
Prudential Financial
New Jersey
$2.32M +$150K +2,332 +7%
AWS
106
Atria Wealth Solutions
New York
$2.31M +$2.05M +31,928 +712%
CL
107
Cabana LLC
Arkansas
$2.28M +$2.3M +35,899 New
WOSD
108
WFA of San Diego
California
$2.24M +$2.26M +35,226 New
ACM
109
AlphaStar Capital Management
North Carolina
$2.12M -$3.97M -61,860 -65%
IWC
110
Integrated Wealth Concepts
Massachusetts
$2M +$149K +2,316 +8%
SW
111
Simplicity Wealth
New Jersey
$1.89M -$126K -1,969 -6%
ASN
112
Advisory Services Network
Georgia
$1.87M +$834 +13 +0%
SIA
113
SkyView Investment Advisors
New Jersey
$1.84M +$128K +2,000 +7%
CIM
114
Cambria Investment Management
California
$1.79M -$100K -1,562 -5%
CW
115
CreativeOne Wealth
Kansas
$1.75M +$1.47M +22,862 +485%
Janney Montgomery Scott
116
Janney Montgomery Scott
Pennsylvania
$1.75M -$389K -6,074 -18%
KFG
117
Kingdom Financial Group
Arizona
$1.67M +$1.69M +26,346 New
PWM
118
Perigon Wealth Management
California
$1.64M +$694K +10,817 +72%
VCM
119
Versant Capital Management
Arizona
$1.58M +$12.2K +191 +0.8%
P
120
Pitcairn
Pennsylvania
$1.58M +$59.8K +933 +4%
NFG
121
Northeast Financial Group
Pennsylvania
$1.57M -$154K -2,405 -9%
SC
122
Sinecera Capital
Texas
$1.5M +$28.3K +442 +2%
IBOK
123
Independence Bank of Kentucky
Kentucky
$1.41M +$1.42M +22,210 New
Janus Henderson Group
124
Janus Henderson Group
United Kingdom
$1.39M +$148K +2,311 +12%
WCWM
125
Wooster Corthell Wealth Management
Connecticut
$1.26M -$51.7K -807 -4%