We are live on ! Find out more
BLV icon

Vanguard Long-Term Bond ETF

367 hedge funds and large institutions have $2.96B invested in Vanguard Long-Term Bond ETF in 2024 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 160 increasing their positions, 114 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 114

25% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 36

1% more funds holding

Funds holding: 362367 (+5)

0.59% less ownership

Funds ownership: 55.61%55.01% (-0.59%)

7% less funds holding in top 10

Funds holding in top 10: 1514 (-1)

7% less capital invested

Capital invested by funds: $3.19B → $2.96B (-$224M)

60% less call options, than puts

Call options by funds: $1.99M | Put options by funds: $4.96M

Holders
367
Holders Change
+5
Holders Change %
+1.38%
% of All Funds
5.3%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.2%
New
45
Increased
160
Reduced
114
Closed
36
Calls
$1.99M
Puts
$4.96M
Net Calls
-$2.97M
Net Calls Change
-$3.11M
Name Holding Trade Value Shares
Change
Change in
Stake
WJWM
226
Williams Jones Wealth Management
New York
$356K -$49K -700 -12%
SEP
227
Southland Equity Partners
Missouri
$351K +$3.57K +51 +1%
RIM
228
Redwood Investment Management
Arizona
$351K -$44.8K -640 -11%
Wealth Enhancement Advisory Services
229
Wealth Enhancement Advisory Services
Minnesota
$346K +$3.29K +47 +1%
CFAM
230
Center For Asset Management
Florida
$329K +$5.04K +72 +2%
Koshinski Asset Management
231
Koshinski Asset Management
Illinois
$328K +$324K +4,630 New
TA
232
TrueWealth Advisors
Alabama
$317K +$36.8K +525 +13%
FIA
233
Foundations Investment Advisors
Arizona
$315K -$410K -5,857 -57%
WAP
234
Wealthcare Advisory Partners
Pennsylvania
$313K -$3.99K -57 -1%
TT
235
TI-Trust
Illinois
$309K
HFA
236
Hershey Financial Advisers
Pennsylvania
$308K +$307K +4,379 New
National Bank of Canada
237
National Bank of Canada
Quebec, Canada
$302K
OIA
238
OneDigital Investment Advisors
Kansas
$301K -$302K -4,315 -50%
FIC
239
Family Investment Center
Missouri
$298K +$297K +4,246 New
TGAM
240
TBH Global Asset Management
Tennessee
$286K +$4.48K +64 +2%
SOAMC
241
Spirit of America Management Corp
New York
$284K +$246K +3,517 +678%
ACM
242
Absolute Capital Management
Pennsylvania
$283K +$282K +4,030 New
IWM
243
IHT Wealth Management
Illinois
$277K -$3.15K -45 -1%
PG
244
Patten Group
Tennessee
$276K -$102K -1,455 -27%
HF
245
HRT Financial
New York
$275K -$381K -5,446 -58%
IWC
246
Integrated Wealth Concepts
Massachusetts
$261K +$6.44K +92 +3%
WIA
247
World Investment Advisors
California
$260K +$259K +3,701 New
Cerity Partners
248
Cerity Partners
New York
$258K +$3.36K +48 +1%
VC
249
Veery Capital
Delaware
$255K -$46.8K -669 -16%
APWM
250
Argonautica Private Wealth Management
Massachusetts
$253K +$20K +286 +9%

BLV Hedge Fund Activity: Q2 2024 in Review

367 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Bond ETF (BLV) for Q2 2024, worth a combined $2.96B — down 7% from $3.19B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new BLV positions and 36 closed out — a net gain of 9 holders — while 160 added to existing stakes and 114 trimmed.

The largest buyer was Koss-Olinger Consulting, opening a new position worth an estimated $46.2M. The largest seller was Wells Fargo, cutting an estimated $34.2M.

  • 367 institutional investors held Vanguard Long-Term Bond ETF (BLV) as of Q2 2024, up from 362 in Q1 2024.
  • Funds reported $2.96B of Vanguard Long-Term Bond ETF stock for Q2 2024, down 7% quarter-over-quarter.
  • 45 funds opened new Vanguard Long-Term Bond ETF positions in Q2 2024 and 36 closed out, a net change of +9 holders.
  • The largest Vanguard Long-Term Bond ETF buyer in Q2 2024 was Koss-Olinger Consulting, an estimated $46.2M added.
  • The largest Vanguard Long-Term Bond ETF seller in Q2 2024 was Wells Fargo, an estimated $34.2M sold.

Based on aggregated 13F filings for Q2 2024.