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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
CWM
201
Centurion Wealth Management
Virginia
$341K -$90.2K -1,406 -21%
CAPTRUST Financial Advisors
202
CAPTRUST Financial Advisors
North Carolina
$335K -$1.03K -16 -0.3%
HCM
203
Hilton Capital Management
New York
$318K
SW
204
SVB Wealth
Massachusetts
$314K +$18.5K +288 +6%
BCI
205
Brinker Capital Investments
Pennsylvania
$302K -$89.5K -1,396 -23%
OPS
206
Orion Portfolio Solutions
Nebraska
$302K -$89.5K -1,396 -23%
Simplex Trading
207
Simplex Trading
Illinois
$296K +$299K +4,667 New
MWM
208
Maripau Wealth Management
Indiana
$292K +$295K +4,595 New
EH
209
Equitable Holdings
New York
$284K +$1.86K +29 +0.7%
IA
210
IFP Advisors
Florida
$284K -$14K -219 -5%
UB
211
UMB Bank
Missouri
$276K +$181K +2,821 +186%
ML
212
McAdam LLC
Pennsylvania
$273K +$321 +5 +0.1%
CSWG
213
Cardinal Strategic Wealth Guidance
Kentucky
$261K
CFGS
214
Concourse Financial Group Securities
Alabama
$256K +$1.35K +21 +0.5%
MCM
215
Manchester Capital Management
Vermont
$254K
KWM
216
Kingsview Wealth Management
Oregon
$254K +$256K +3,996 New
CFG
217
Citizens Financial Group
Rhode Island
$250K -$14.6K -228 -5%
LT
218
Legacy Trust
Michigan
$246K +$248K +3,870 New
MCI
219
MRP Capital Investments
Georgia
$235K +$154K +2,403 +185%
LIG
220
Lokken Investment Group
Delaware
$235K +$31.2K +487 +15%
BTWM
221
Baker Tilly Wealth Management
Wisconsin
$230K -$162K -2,520 -41%
MWM
222
Mission Wealth Management
California
$230K +$232K +3,614 New
RJT
223
Raymond James Trust
Florida
$223K +$225K +3,504 New
SF
224
Slagle Financial
Illinois
$220K +$222K +3,467 New
RFC
225
Regions Financial Corp
Alabama
$214K