We are live on ! Find out more
BLV icon

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
OIA
276
Optimum Investment Advisors
Illinois
$130K +$15.9K +227 +14%
TCPW
277
Twin City Private Wealth
North Carolina
$129K -$3.36K -48 -3%
ME
278
McIlrath & Eck
Washington
$120K +$5.88K +84 +5%
GWMI
279
Guardian Wealth Management (Illinois)
Illinois
$119K -$70 -1 -0.1%
CA
280
Clearstead Advisors
Ohio
$112K +$111K +1,588 New
RFG
281
REAP Financial Group
Texas
$105K -$3.71K -53 -3%
Fidelity Investments
282
Fidelity Investments
Massachusetts
$104K +$76.9K +1,099 +287%
AF
283
Allworth Financial
California
$101K -$7.21K -103 -7%
AIC
284
Archer Investment Corporation
Indiana
$99.7K -$1.05K -15 -1%
CAS
285
Coppell Advisory Solutions
Texas
$98.2K +$97.8K +1,397 New
PTC
286
Private Trust Company
Ohio
$85.8K
RFS
287
Richardson Financial Services
Massachusetts
$85.6K +$14.6K +208 +21%
RWPA
288
Richard W. Paul & Associates
Michigan
$85.3K +$7.77K +111 +10%
LFG
289
Larson Financial Group
Missouri
$77.6K +$71.3K +1,018 +1,198%
IAIM
290
International Assets Investment Management
Florida
$75.5K +$75.2K +1,074 New
HNB
291
Huntington National Bank
Ohio
$70.4K
HGERS
292
Householder Group Estate & Retirement Specialist
Arizona
$69K +$700 +10 +1%
SFC
293
Strategic Financial Concepts
Texas
$59.9K +$8.35M +119,288 New
SWM
294
Sugarloaf Wealth Management
Georgia
$57.6K +$16K +229 +39%
IA
295
IFP Advisors
Florida
$57K +$29.8K +425 +110%
FMII
296
Farmers & Merchants Investments Inc
Nebraska
$55.5K +$44.5K +635 +412%
AIM
297
Anchor Investment Management
South Carolina
$54.9K +$54.7K +781 New
BCWM
298
Bartlett & Co Wealth Management
Ohio
$46K +$45.8K +654 New
Fifth Third Bancorp
299
Fifth Third Bancorp
Ohio
$45.1K -$14.3K -204 -24%
SS
300
Sunbelt Securities
Texas
$44.4K

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.