We are live on ! Find out more
BLV icon

Vanguard Long-Term Bond ETF

362 hedge funds and large institutions have $3.19B invested in Vanguard Long-Term Bond ETF in 2024 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 170 increasing their positions, 102 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 102

11% more call options, than puts

Call options by funds: $1.44M | Put options by funds: $1.29M

7% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 44

1% less funds holding

Funds holding: 365362 (-3)

9.36% less ownership

Funds ownership: 64.96%55.61% (-9.4%)

21% less capital invested

Capital invested by funds: $4.04B → $3.19B (-$852M)

35% less funds holding in top 10

Funds holding in top 10: 2315 (-8)

Holders
362
Holders Change
-3
Holders Change %
-0.82%
% of All Funds
5.21%
Holding in Top 10
15
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-34.78%
% of All Funds
0.22%
New
47
Increased
170
Reduced
102
Closed
44
Calls
$1.44M
Puts
$1.29M
Net Calls
+$144K
Net Calls Change
+$1.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
251
Cerity Partners
New York
$262K +$261K +3,619 New
IWC
252
Integrated Wealth Concepts
Massachusetts
$262K -$11.3K -156 -4%
Tudor Investment Corp
253
Tudor Investment Corp
Connecticut
$257K -$106K -1,469 -29%
SWP
254
Stratos Wealth Partners
Ohio
$251K +$34.8K +482 +16%
PFG
255
Pacific Financial Group
Washington
$248K +$10.8K +149 +5%
AWA
256
Arkadios Wealth Advisors
Georgia
$244K -$8.37K -116 -3%
APWM
257
Argonautica Private Wealth Management
Massachusetts
$240K +$9.38K +130 +4%
WAM
258
Walker Asset Management
Missouri
$238K +$1.44K +20 +0.6%
Jones Financial Companies
259
Jones Financial Companies
Missouri
$229K +$211K +2,929 +1,226%
FTS
260
Fifth Third Securities
Ohio
$226K +$226K +3,132 New
BPA
261
Beacon Pointe Advisors
California
$222K +$1.51K +21 +0.7%
LRWA
262
Long Run Wealth Advisors
New York
$216K +$11.8K +164 +6%
WS
263
Wedbush Securities
California
$206K +$7.14K +99 +4%
CPG
264
Cornerstone Planning Group
New Jersey
$200K -$63.3K -878 -23%
CF
265
Centaurus Financial
California
$181K +$180K +2,498 New
CSB
266
City State Bank
Iowa
$179K +$164K +2,270 +1,135%
SWM
267
Spire Wealth Management
Virginia
$172K -$6.21K -86 -3%
BTI
268
Blue Trust Inc
Georgia
$167K +$167K +2,309 New
RCM
269
Raleigh Capital Management
North Carolina
$158K -$5.05K -70 -3%
CA
270
Continuum Advisory
Idaho
$137K -$53.3K -739 -27%
TCPW
271
Twin City Private Wealth
North Carolina
$136K +$136K +1,883 New
FGAM
272
Financial Gravity Asset Management
Texas
$136K +$45.5K +630 +51%
GWMI
273
Guardian Wealth Management (Illinois)
Illinois
$123K -$37.2K -515 -23%
OIA
274
Optimum Investment Advisors
Illinois
$118K +$17.2K +239 +17%
ME
275
McIlrath & Eck
Washington
$118K +$11.8K +164 +11%

BLV Hedge Fund Activity: Q1 2024 in Review

362 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Bond ETF (BLV) for Q1 2024, worth a combined $3.19B — down 21% from $4.04B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new BLV positions and 44 closed out — a net gain of 3 holders — while 170 added to existing stakes and 102 trimmed.

The largest buyer was Greystone Financial Group, adding an estimated $20.3M. The largest seller was Wells Fargo, cutting an estimated $373M.

  • 362 institutional investors held Vanguard Long-Term Bond ETF (BLV) as of Q1 2024, down from 365 in Q4 2023.
  • Funds reported $3.19B of Vanguard Long-Term Bond ETF stock for Q1 2024, down 21% quarter-over-quarter.
  • 47 funds opened new Vanguard Long-Term Bond ETF positions in Q1 2024 and 44 closed out, a net change of +3 holders.
  • The largest Vanguard Long-Term Bond ETF buyer in Q1 2024 was Greystone Financial Group, an estimated $20.3M added.
  • The largest Vanguard Long-Term Bond ETF seller in Q1 2024 was Wells Fargo, an estimated $373M sold.

Based on aggregated 13F filings for Q1 2024.