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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
RFG
276
REAP Financial Group
Texas
$112K +$3.46K +48 +3%
AF
277
Allworth Financial
California
$110K -$2.31K -32 -2%
AIC
278
Archer Investment Corporation
Indiana
$104K +$29.4K +407 +40%
BHWM
279
Beaird Harris Wealth Management
Texas
$95.4K +$95.2K +1,319 New
CHA
280
Carmichael Hill & Associates
Maryland
$92.1K +$43.3K +600 +89%
PTC
281
Private Trust Company
Ohio
$88.3K +$16.2K +224 +22%
RWPA
282
Richard W. Paul & Associates
Michigan
$79.7K -$7.72K -107 -9%
RFS
283
Richardson Financial Services
Massachusetts
$73.8K +$72.9K +1,010 New
GM
284
GeoWealth Management
Illinois
$72.2K +$36.4K +504 +102%
HGERS
285
Householder Group Estate & Retirement Specialist
Arizona
$70.7K +$3.97K +55 +6%
Fifth Third Bancorp
286
Fifth Third Bancorp
Ohio
$61.2K -$109K -1,509 -64%
SS
287
Sunbelt Securities
Texas
$45.6K +$2.6K +36 +6%
CFFP
288
Center for Financial Planning
Michigan
$43.4K
CIA
289
Cape Investment Advisory
Georgia
$43.2K -$30.8K -427 -42%
SWM
290
Sugarloaf Wealth Management
Georgia
$42.7K +$18.6K +258 +78%
TF
291
Tompkins Financial
New York
$39.2K
SOAMC
292
Spirit of America Management Corp
New York
$36K +$37.4K +519 New
ACA
293
Aptus Capital Advisors
Alabama
$36K -$23.2K -322 -39%
PAM
294
Palisade Asset Management
Minnesota
$33.5K +$33.4K +463 New
FFA
295
Founders Financial Alliance
North Carolina
$33.1K +$1.44K +20 +5%
CJ
296
Caitlin John
Michigan
$31.8K
PFM
297
Phillips Financial Management
Indiana
$30.1K +$6.49K +90 +28%
CIBC Private Wealth Group
298
CIBC Private Wealth Group
Georgia
$30K +$30.6K +424 New
FCA
299
FinTrust Capital Advisors
South Carolina
$29.4K
WT
300
Whittier Trust
California
$28.9K

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.