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Vanguard Long-Term Bond ETF
BLV

364 hedge funds and large institutions have $3.31B invested in Vanguard Long-Term Bond ETF in 2024 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 175 increasing their positions, 104 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more repeat investments, than reductions

Existing positions increased: 175 | Existing positions reduced: 104

14% more funds holding in top 10

Funds holding in top 10: 14 → 16 (+2)

12% more capital invested

Capital invested by funds: $2.96B → $3.31B (+$345M)

9% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 44

1% less funds holding

Funds holding: 367 → 364 (-3)

1.17% less ownership

Funds ownership: 55.01% → 53.84% (-1.2%)

83% less call options, than puts

Call options by funds: $2.04M | Put options by funds: $11.8M

Holders
364
Holders Change
-3
Holders Change %
-0.82%
% of All Funds
5.23%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.23%
New
48
Increased
175
Reduced
104
Closed
44
Calls
$2.04M
Puts
$11.8M
Net Calls
-$9.79M
Net Calls Change
-$6.83M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$31.5M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$26.8M
3
RFC
Regions Financial Corp
Alabama
+$18.9M
4
FIC
Family Investment Center
Missouri
+$18M
5
LPL Financial
LPL Financial
California
+$12M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$39.3M
2
Charles Schwab
Charles Schwab
California
-$8.64M
3
OMC
Old Mission Capital
Illinois
-$5.67M
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$4.92M
5
Jane Street
Jane Street
New York
-$4.59M
Name Holding Trade Value Shares
Change 		Change in
Stake
GC
251
Guidance Capital
Kentucky
$292K +$49.8K +677 +20%
APWM
252
Argonautica Private Wealth Management
Massachusetts
$282K +$11.5K +156 +4%
TA
253
TrueWealth Advisors
Alabama
$282K -$56K -762 -17%
SOAMC
254
Spirit of America Management Corp
New York
$281K -$22.1K -301 -7%
AAS
255
Ameritas Advisory Services
Nebraska
$273K -$117K -1,591 -30%
TGAM
256
TBH Global Asset Management
Tennessee
$272K -$33.1K -450 -11%
CFO
257
Collective Family Office
Pennsylvania
$269K +$263K +3,585 New
SWP
258
Stratos Wealth Partners
Ohio
$263K +$2.57K +35 +1%
WMA
259
Wealth Management Associates
New Jersey
$262K +$256K +3,480 New
IWC
260
Integrated Wealth Concepts
Massachusetts
$258K -$19.8K -270 -7%
LRWA
261
Long Run Wealth Advisors
New York
$258K +$30.6K +417 +14%
RWA
262
Redhawk Wealth Advisors
Minnesota
$255K +$249K +3,394 New
FFWA
263
Forthright Family Wealth Advisory
Texas
$255K -$148K -2,014 -37%
BPA
264
Beacon Pointe Advisors
California
$253K -$1.25K -17 -0.5%
PFG
265
Pacific Financial Group
Washington
$253K -$4.92K -67 -2%
WAM
266
Walker Asset Management
Missouri
$246K -$4.41K -60 -2%
CIA
267
Compass Ion Advisors
Pennsylvania
$238K +$233K +3,171 New
PGFC
268
Peapack-Gladstone Financial Corp
New Jersey
$237K +$232K +3,158 New
JSL
269
JT Stratford LLC
Georgia
$227K +$5.66K +77 +3%
TLFA
270
True Link Financial Advisors
California
$226K +$220K +3,000 New
FAM
271
Family Asset Management
South Carolina
$225K -$1.69K -23 -0.8%
TFF
272
The Family Firm
Maryland
$217K +$2.28K +31 +1%
CAG
273
Csenge Advisory Group
Florida
$214K +$217K +2,952 New
UAG
274
United Advisor Group
Ohio
$208K +$203K +2,765 New
TCPW
275
Twin City Private Wealth
North Carolina
$207K +$67.2K +914 +50%
9 10
11
12 13

BLV Hedge Fund Activity: Q3 2024 in Review

364 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Bond ETF (BLV) for Q3 2024, worth a combined $3.31B — up 12% from $2.96B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new BLV positions and 44 closed out — a net gain of 4 holders — while 175 added to existing stakes and 104 trimmed.

The largest buyer was Bank of America, adding an estimated $31.5M. The largest seller was Wells Fargo, cutting an estimated $39.3M.

  • 364 institutional investors held Vanguard Long-Term Bond ETF (BLV) as of Q3 2024, down from 367 in Q2 2024.
  • Funds reported $3.31B of Vanguard Long-Term Bond ETF stock for Q3 2024, up 12% quarter-over-quarter.
  • 48 funds opened new Vanguard Long-Term Bond ETF positions in Q3 2024 and 44 closed out, a net change of +4 holders.
  • The largest Vanguard Long-Term Bond ETF buyer in Q3 2024 was Bank of America, an estimated $31.5M added.
  • The largest Vanguard Long-Term Bond ETF seller in Q3 2024 was Wells Fargo, an estimated $39.3M sold.

Based on aggregated 13F filings for Q3 2024.