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Vanguard Long-Term Treasury ETF

236 hedge funds and large institutions have $2.73B invested in Vanguard Long-Term Treasury ETF in 2022 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 101 increasing their positions, 49 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
236
Holders Change
+32
Holders Change %
+15.69%
% of All Funds
3.81%
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.24%
New
67
Increased
101
Reduced
49
Closed
34
Calls
$6.52M
Puts
$2.84M
Net Calls
+$3.68M
Net Calls Change
+$2.85M
Name Holding Trade Value Shares
Change
Shares
Change %
AWMNH
126
Arcadia Wealth Management (New Hampshire)
New Hampshire
$692K +$692K +11,225 New
TC
127
TownSquare Capital
Utah
$668K +$220K +3,567 +49%
KAS
128
Kestra Advisory Services
Texas
$665K -$223K -3,617 -25%
LA
129
LexAurum Advisors
Kansas
$654K
WC
130
Whitney & Co
New York
$643K +$58.5K +949 +10%
RF
131
RHS Financial
California
$638K -$129K -2,099 -17%
GWMIA
132
Global Wealth Management Investment Advisory
Florida
$637K -$56.4K -915 -8%
KWM
133
Kingsview Wealth Management
Oregon
$611K +$117K +1,905 +24%
OFS
134
OneAscent Financial Services
Alabama
$568K -$407K -6,614 -42%
CHAM
135
Clear Harbor Asset Management
Connecticut
$562K +$30.8K +500 +6%
BTWM
136
Baker Tilly Wealth Management
Wisconsin
$561K +$119K +1,930 +27%
HAIM
137
Hunter Associates Investment Management
Pennsylvania
$545K +$89.3K +1,450 +20%
EAM
138
Empirical Asset Management
Massachusetts
$539K -$34.6K -562 -6%
MSWMA
139
Market Street Wealth Management Advisors
Indiana
$520K +$313K +5,078 +151%
IAIM
140
International Assets Investment Management
Florida
$517K +$517K +9,307 New
BAM
141
Belpointe Asset Management
Nevada
$481K -$525K -8,512 -52%
FAAM
142
First Ascent Asset Management
Colorado
$475K +$4.38K +71 +0.9%
AF
143
Affiance Financial
Minnesota
$475K +$58.2K +944 +14%
CWM
144
Comprehensive Wealth Management
Washington
$468K +$64.1K +1,040 +16%
Northwestern Mutual Wealth Management
145
Northwestern Mutual Wealth Management
Wisconsin
$468K +$189K +3,073 +68%
CM
146
Columbus Macro
Pennsylvania
$462K +$462K +7,502 New
LPT
147
Legacy Private Trust
Wisconsin
$462K +$239K +3,883 +107%
FPCP
148
Fort Point Capital Partners
California
$450K -$2.2M -35,712 -83%
SWM
149
Sugarloaf Wealth Management
Georgia
$447K +$447K +7,260 New
LNC
150
Lincoln National Corp
Pennsylvania
$403K +$203K +3,301 +102%