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Vanguard Long-Term Bond ETF

300 hedge funds and large institutions have $3.38B invested in Vanguard Long-Term Bond ETF in 2023 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 131 increasing their positions, 82 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more call options, than puts

Call options by funds: $1.4M | Put options by funds: $852K

60% more repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 82

9% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 46

1.99% less ownership

Funds ownership: 66.33%64.33% (-2%)

2% less funds holding

Funds holding: 307300 (-7)

13% less capital invested

Capital invested by funds: $3.87B → $3.38B (-$492M)

24% less funds holding in top 10

Funds holding in top 10: 2116 (-5)

Holders
300
Holders Change
-7
Holders Change %
-2.28%
% of All Funds
4.76%
Holding in Top 10
16
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-23.81%
% of All Funds
0.25%
New
42
Increased
131
Reduced
82
Closed
46
Calls
$1.4M
Puts
$852K
Net Calls
+$550K
Net Calls Change
-$304K
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
276
Avior Wealth Management
Nebraska
$3.82K +$4.06K +57 New
SSB
277
Sandy Spring Bank
Maryland
$3.56K
SWA
278
Sutton Wealth Advisors
Florida
$3.29K
PA
279
Parallel Advisors
California
$3.15K +$3.35K +47 New
Simplex Trading
280
Simplex Trading
Illinois
$3K +$3.99K +56 New
SCA
281
Stonebridge Capital Advisors
Minnesota
$2.61K
YAL
282
Your Advocates Ltd
Texas
$2.55K +$2.71K +38 New
FFA
283
Farther Finance Advisors
California
$2.41K -$1.21K -17 -32%
RG
284
Retirement Group
California
$2.35K
William Blair & Company
285
William Blair & Company
Illinois
$2.15K +$1.92K +27 +540%
IFAM
286
Institutional & Family Asset Management
Colorado
$2.01K
PA
287
PSI Advisors
Florida
$2.01K +$2.14K +30 New
CFB
288
Cullen/Frost Bankers
Texas
$1.88K -$3.06K -43 -61%
EAM
289
Eukles Asset Management
Ohio
$1.81K
RTL
290
Red Tortoise LLC
Georgia
$1.64K
AAG
291
Armstrong Advisory Group
Massachusetts
$1.21K +$1.28K +18 New
ITIM
292
Indiana Trust & Investment Management
Indiana
$1.21K +$1.28K +18 New
FDCDDQ
293
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.01K
GM
294
GeoWealth Management
Illinois
$1K -$63.5K -891 -97%
TFA
295
Transamerica Financial Advisors
Florida
$1K
CP
296
Castleview Partners
Texas
$738 +$784 +11 New
AA
297
Ancora Advisors
Ohio
$536
KFI
298
Key Financial Inc
Pennsylvania
$402
CIAS
299
Capital Investment Advisory Services
North Carolina
$402 +$428 +6 New
MHR
300
Matthew Hamilton Rosenberg
$335

BLV Hedge Fund Activity: Q3 2023 in Review

300 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Bond ETF (BLV) for Q3 2023, worth a combined $3.38B — down 13% from $3.87B a quarter earlier.

Sellers outnumbered buyers: 46 funds closed out of BLV and 42 opened new positions — a net loss of 4 holders — while 82 trimmed existing stakes and 131 added.

The largest buyer was Charles Schwab, opening a new position worth an estimated $82.9M. The largest seller was Exchange Traded Concepts, exiting entirely with an estimated $158M sold.

  • 300 institutional investors held Vanguard Long-Term Bond ETF (BLV) as of Q3 2023, down from 307 in Q2 2023.
  • Funds reported $3.38B of Vanguard Long-Term Bond ETF stock for Q3 2023, down 13% quarter-over-quarter.
  • 42 funds opened new Vanguard Long-Term Bond ETF positions in Q3 2023 and 46 closed out, a net change of -4 holders.
  • The largest Vanguard Long-Term Bond ETF buyer in Q3 2023 was Charles Schwab, an estimated $82.9M added.
  • The largest Vanguard Long-Term Bond ETF seller in Q3 2023 was Exchange Traded Concepts, an estimated $158M sold.

Based on aggregated 13F filings for Q3 2023.