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Vanguard Long-Term Bond ETF

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

88% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 26

70% more capital invested

Capital invested by funds: $2.49B → $4.22B (+$1.73B)

8% more funds holding

Funds holding: 250269 (+19)

5% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 91

0.16% more ownership

Funds ownership: 61.75%61.9% (+0.16%)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

54% less call options, than puts

Call options by funds: $1.15M | Put options by funds: $2.48M

Holders
269
Holders Change
+19
Holders Change %
+7.6%
% of All Funds
4.32%
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
$2.48M
Net Calls
-$1.33M
Net Calls Change
-$2.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
276
Susquehanna International Group
Pennsylvania
-$366K -5,055 Closed
LF
277
LifeSteps Financial
California
-$335K -4,660 Closed
TWP
278
Tempus Wealth Planning
California
-$317K -4,410 Closed
WS
279
Wedbush Securities
California
-$304K -4,231 Closed
Qube Research & Technologies (QRT)
280
Qube Research & Technologies (QRT)
United Kingdom
-$283K -3,938 Closed
PA
281
PFG Advisors
Arizona
-$265K -3,678 Closed
SWM
282
Selective Wealth Management
Virginia
-$113K -1,574 Closed
ACM
283
Absolute Capital Management
Pennsylvania
-$104K -1,439 Closed
PMFA
284
Plante Moran Financial Advisors
Michigan
-$70K -967 Closed
HGERS
285
Householder Group Estate & Retirement Specialist
Arizona
-$55K -772 Closed
William Blair & Company
286
William Blair & Company
Illinois
-$20K -272 Closed
SIS
287
Sound Income Strategies
Florida
-$19K -261 Closed
NSIM
288
North Star Investment Management
Illinois
-$18K -257 Closed
AWM
289
Atticus Wealth Management
Florida
-$12K -156 Closed
EC
290
Estate Counselors
Wisconsin
-$10K -140 Closed
EW
291
Element Wealth
Mississippi
-$4K -54 Closed
OPW
292
Oxler Private Wealth
New York
-$4.9K -50 Closed
HNWAG
293
High Net Worth Advisory Group
Florida
-$1K -19 Closed
GFPC
294
Global Financial Private Client
Florida
-$1.06K -14 Closed
LS
295
Leelyn Smith
Illinois
-$1K -13 Closed
FCAS
296
First Command Advisory Services
Texas
+$290 +4 New

BLV Hedge Fund Activity: Q4 2022 in Review

269 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Bond ETF (BLV) for Q4 2022, worth a combined $4.22B — up 70% from $2.49B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new BLV positions and 26 closed out — a net gain of 23 holders — while 96 added to existing stakes and 91 trimmed.

The largest buyer was Goldman Sachs, opening a new position worth an estimated $65.4M. The largest seller was Karpus Investment Management, cutting an estimated $131M.

  • 269 institutional investors held Vanguard Long-Term Bond ETF (BLV) as of Q4 2022, up from 250 in Q3 2022.
  • Funds reported $4.22B of Vanguard Long-Term Bond ETF stock for Q4 2022, up 70% quarter-over-quarter.
  • 49 funds opened new Vanguard Long-Term Bond ETF positions in Q4 2022 and 26 closed out, a net change of +23 holders.
  • The largest Vanguard Long-Term Bond ETF buyer in Q4 2022 was Goldman Sachs, an estimated $65.4M added.
  • The largest Vanguard Long-Term Bond ETF seller in Q4 2022 was Karpus Investment Management, an estimated $131M sold.

Based on aggregated 13F filings for Q4 2022.