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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
SWP
251
Stratos Wealth Partners
Ohio
$243K -$700 -10 -0.3%
GC
252
Guidance Capital
Kentucky
$242K +$234K +3,347 New
FIS
253
Fischer Investment Strategies
California
$242K -$5.45M -77,818 -96%
PFG
254
Pacific Financial Group
Washington
$241K +$420 +6 +0.2%
BPA
255
Beacon Pointe Advisors
California
$238K +$21.8K +312 +10%
Tudor Investment Corp
256
Tudor Investment Corp
Connecticut
$236K -$13.9K -199 -6%
WAM
257
Walker Asset Management
Missouri
$234K +$2.73K +39 +1%
Mercer Global Advisors
258
Mercer Global Advisors
Colorado
$226K +$691K +9,865 +22%
KMWM
259
Keudell/Morrison Wealth Management
Oregon
$217K +$216K +3,087 New
Carson Wealth (CWM LLC)
260
Carson Wealth (CWM LLC)
Nebraska
$215K -$106K -1,514 -33%
FAM
261
Family Asset Management
South Carolina
$212K +$212K +3,021 New
MC
262
Montag & Caldwell
Georgia
$212K -$258K -3,690 -55%
LRWA
263
Long Run Wealth Advisors
New York
$212K +$2.59K +37 +1%
JSL
264
JT Stratford LLC
Georgia
$207K -$63.6K -909 -24%
OHWA
265
Oak Hill Wealth Advisors
Virginia
$204K +$203K +2,906 New
WS
266
Wedbush Securities
California
$204K +$3.85K +55 +2%
TFF
267
The Family Firm
Maryland
$201K +$200K +2,853 New
SWM
268
Spire Wealth Management
Virginia
$180K +$12.4K +177 +7%
CPG
269
Cornerstone Planning Group
New Jersey
$175K -$37.2K -531 -18%
CF
270
Centaurus Financial
California
$172K -$3.5K -50 -2%
CHA
271
Carmichael Hill & Associates
Maryland
$167K +$77.3K +1,104 +87%
BTI
272
Blue Trust Inc
Georgia
$167K
RCM
273
Raleigh Capital Management
North Carolina
$153K -$350 -5 -0.2%
CA
274
Continuum Advisory
Idaho
$142K +$4.2K +60 +3%
FFA
275
Farther Finance Advisors
California
$131K -$615K -8,791 -82%

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.