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Vanguard Long-Term Bond ETF

300 hedge funds and large institutions have $3.38B invested in Vanguard Long-Term Bond ETF in 2023 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 131 increasing their positions, 82 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more call options, than puts

Call options by funds: $1.4M | Put options by funds: $852K

60% more repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 82

9% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 46

1.99% less ownership

Funds ownership: 66.33%64.33% (-2%)

2% less funds holding

Funds holding: 307300 (-7)

13% less capital invested

Capital invested by funds: $3.87B → $3.38B (-$492M)

24% less funds holding in top 10

Funds holding in top 10: 2116 (-5)

Holders
300
Holders Change
-7
Holders Change %
-2.28%
% of All Funds
4.76%
Holding in Top 10
16
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-23.81%
% of All Funds
0.25%
New
42
Increased
131
Reduced
82
Closed
46
Calls
$1.4M
Puts
$852K
Net Calls
+$550K
Net Calls Change
-$304K
Name Holding Trade Value Shares
Change
Change in
Stake
IA
226
IFP Advisors
Florida
$73.9K +$13.2K +185 +20%
BFEC
227
Benjamin F. Edwards & Company
Missouri
$69K +$7.98K +112 +12%
IPW
228
Impact Partnership Wealth
Georgia
$58K +$25.2K +354 +69%
ACA
229
Aptus Capital Advisors
Alabama
$55K
HGERS
230
Householder Group Estate & Retirement Specialist
Arizona
$54K +$57.4K +805 New
SS
231
Sunbelt Securities
Texas
$49.6K -$32.4K -455 -38%
PB
232
Pinnacle Bancorp
Nebraska
$44.4K +$4.42K +62 +10%
SPIA
233
Steward Partners Investment Advisory
New York
$43.8K +$8.12K +114 +21%
FGAM
234
Financial Gravity Asset Management
Texas
$42.9K +$42.4K +595 +793%
PFM
235
Phillips Financial Management
Indiana
$38.6K
FFA
236
Founders Financial Alliance
North Carolina
$29.3K
LFG
237
Larson Financial Group
Missouri
$28.9K -$428 -6 -1%
FCA
238
FinTrust Capital Advisors
South Carolina
$27.2K
CIA
239
Cape Investment Advisory
Georgia
$26.8K -$74.5K -1,046 -72%
PWMG
240
Provence Wealth Management Group
California
$25.1K +$26.7K +374 New
GJIA
241
Glass Jacobson Investment Advisors
Maryland
$24.1K +$25.7K +360 New
PP
242
PrairieView Partners
Minnesota
$23K -$7.84K -110 -24%
GWANC
243
Guardian Wealth Advisors (North Carolina)
North Carolina
$22.7K
CSPIA
244
Cary Street Partners Investment Advisory
Virginia
$22.7K
NFSG
245
Newbridge Financial Services Group
Florida
$22.5K
JHCP
246
Jackson Hole Capital Partners
Oklahoma
$22.3K
CT
247
Colonial Trust
South Carolina
$22.2K +$285 +4 +1%
S
248
SignatureFD
Georgia
$21.5K
AF
249
Advisornet Financial
Minnesota
$20.6K +$285 +4 +1%
HNB
250
Huntington National Bank
Ohio
$20K

BLV Hedge Fund Activity: Q3 2023 in Review

300 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Bond ETF (BLV) for Q3 2023, worth a combined $3.38B — down 13% from $3.87B a quarter earlier.

Sellers outnumbered buyers: 46 funds closed out of BLV and 42 opened new positions — a net loss of 4 holders — while 82 trimmed existing stakes and 131 added.

The largest buyer was Charles Schwab, opening a new position worth an estimated $82.9M. The largest seller was Exchange Traded Concepts, exiting entirely with an estimated $158M sold.

  • 300 institutional investors held Vanguard Long-Term Bond ETF (BLV) as of Q3 2023, down from 307 in Q2 2023.
  • Funds reported $3.38B of Vanguard Long-Term Bond ETF stock for Q3 2023, down 13% quarter-over-quarter.
  • 42 funds opened new Vanguard Long-Term Bond ETF positions in Q3 2023 and 46 closed out, a net change of -4 holders.
  • The largest Vanguard Long-Term Bond ETF buyer in Q3 2023 was Charles Schwab, an estimated $82.9M added.
  • The largest Vanguard Long-Term Bond ETF seller in Q3 2023 was Exchange Traded Concepts, an estimated $158M sold.

Based on aggregated 13F filings for Q3 2023.