BLV icon

Vanguard Long-Term Bond ETF
BLV

Overview Fund Activity

269 hedge funds and large institutions have $4.22B invested in Vanguard Long-Term Bond ETF in 2022 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 96 increasing their positions, 91 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
269
Holders Change
+19
Holders Change %
+7.6%
% of All Funds
4.34%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
49
Increased
96
Reduced
91
Closed
26
Calls
$1.15M
Puts
$2.49M
Net Calls
-$1.33M
Net Calls Change
-$2.4M

Top Buyers

1
AWA
Arete Wealth Advisors
Illinois
$1.63B
2
Goldman Sachs
Goldman Sachs
New York
$65.4M
3
LPL Financial
LPL Financial
California
$156M
4
Wells Fargo
Wells Fargo
California
$254M
5
Morgan Stanley
Morgan Stanley
New York
$108M

Top Sellers

1
KIM
Karpus Investment Management
New York
$1.18M
2
Ameriprise
Ameriprise
Minnesota
$14.3M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$860M
4
ICG
InterOcean Capital Group
Tennessee
$853K
5
SWIG
Strategic Wealth Investment Group
Kentucky
$342K
Name Holding Trade Value Shares
Change 		Shares
Change %
TAM
251
Tucker Asset Management
Colorado
$3.36K +$3.36K +46 New
RG
252
Retirement Group
California
$3K +$3K +35 New
Bank of Montreal
253
Bank of Montreal
Ontario, Canada
$2.63K +$2.63K +35 New
CSPIA
254
Cary Street Partners Investment Advisory
Virginia
$2.61K +$2.61K +36 New
VCM
255
Versant Capital Management
Arizona
$2.32K – – –
CWA
256
Core Wealth Advisors
Florida
$2.17K – – –
IFAM
257
Institutional & Family Asset Management
Colorado
$2.17K – – –
RTL
258
Red Tortoise LLC
Georgia
$1.72K +$1.72K +24 New
CB
259
CNB Bank
Pennsylvania
$1.45K – – –
USCWA
260
U.S. Capital Wealth Advisors
Texas
$1.45K +$1.45K +20 New
FDCDDQ
261
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.09K – – –
AA
262
Ancora Advisors
Ohio
$1K – – –
TFA
263
Transamerica Financial Advisors
Florida
$1K – – –
CPFP
264
Clear Perspectives Financial Planning
Ohio
$869 +$869 +12 New
PIMG
265
Patriot Investment Management Group
Tennessee
$619 +$619 +8 New
KFI
266
Key Financial Inc
Pennsylvania
$432 – – –
SWA
267
SOA Wealth Advisors
New York
$198 +$66 +1 +50%
MAWA
268
Moss Adams Wealth Advisors
Washington
$145 +$145 +2 New
AWM
269
Avior Wealth Management
Nebraska
$38 – – –
HMH
270
Hackensack Meridian Health
New Jersey
– -$640K -78,647 Closed
PWM
271
Pinnacle Wealth Management
California
– -$3.67M -50,966 Closed
DWM
272
Dakota Wealth Management
Florida
– -$2.09M -29,095 Closed
DP
273
Denver PWM
Colorado
– -$791K -10,844 Closed
MA
274
MUFG Americas
New York
– -$778K -10,812 Closed
TSS
275
Two Sigma Securities
New York
– -$435K -6,050 Closed
8 9 10
11
12