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Vanguard Long-Term Bond ETF

370 hedge funds and large institutions have $3.35B invested in Vanguard Long-Term Bond ETF in 2025 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 155 increasing their positions, 136 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

510% more call options, than puts

Call options by funds: $4.94M | Put options by funds: $810K

14% more repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 136

9.23% more ownership

Funds ownership: 52.27%61.5% (+9.2%)

5% more capital invested

Capital invested by funds: $3.19B → $3.35B (+$167M)

0% more funds holding in top 10

Funds holding in top 10: 1616 (0)

0% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 37

2% less funds holding

Funds holding: 376370 (-6)

Holders
370
Holders Change
-6
Holders Change %
-1.6%
% of All Funds
4.96%
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.21%
New
37
Increased
155
Reduced
136
Closed
37
Calls
$4.94M
Puts
$810K
Net Calls
+$4.13M
Net Calls Change
+$4.9M
Name Holding Trade Value Shares
Change
Change in
Stake
RFP
276
RCS Financial Planning
Maryland
$219K +$215K +3,103 New
SF
277
Synovus Financial
Georgia
$218K -$295K -4,257 -58%
SWP
278
Stratos Wealth Partners
Ohio
$216K -$26.9K -387 -11%
MCM
279
MAI Capital Management
Ohio
$210K +$34.2K +493 +20%
SAG
280
SageView Advisory Group
California
$207K +$204K +2,939 New
IWC
281
Integrated Wealth Concepts
Massachusetts
$201K -$39.5K -569 -17%
CA
282
Continuum Advisory
Idaho
$179K -$7.15K -103 -4%
CF
283
Centaurus Financial
California
$179K +$6.66K +96 +4%
RCM
284
Raleigh Capital Management
North Carolina
$174K +$14.4K +207 +9%
SWM
285
Spire Wealth Management
Virginia
$170K +$3.12K +45 +2%
TCPW
286
Twin City Private Wealth
North Carolina
$168K -$3.12K -45 -2%
AF
287
Allworth Financial
California
$152K -$45.7K -658 -23%
Fidelity Investments
288
Fidelity Investments
Massachusetts
$133K +$93.9K +1,353 +254%
CPG
289
Cornerstone Planning Group
New Jersey
$123K +$34.5K +497 +38%
FFA
290
Founders Financial Alliance
North Carolina
$119K -$3.96K -57 -3%
ME
291
McIlrath & Eck
Washington
$117K -$3.89K -56 -3%
Carson Wealth (CWM LLC)
292
Carson Wealth (CWM LLC)
Nebraska
$115K -$7.08K -102 -6%
GWMI
293
Guardian Wealth Management (Illinois)
Illinois
$105K +$6.25K +90 +6%
RFS
294
Richardson Financial Services
Massachusetts
$102K +$7.08K +102 +8%
Bank of Montreal
295
Bank of Montreal
Ontario, Canada
$100K +$82.6K +1,190 +513%
RFG
296
REAP Financial Group
Texas
$98.9K -$1.67K -24 -2%
AIC
297
Archer Investment Corporation
Indiana
$93.2K +$5K +72 +6%
RWPA
298
Richard W. Paul & Associates
Michigan
$92.3K -$3.75K -54 -4%
LFASL
299
Lugano Financial Advisors SA (LFA)
Switzerland
$86.6K
PSFG
300
Park Square Financial Group
Georgia
$80.1K

BLV Hedge Fund Activity: Q1 2025 in Review

370 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Bond ETF (BLV) for Q1 2025, worth a combined $3.35B — up 5.2% from $3.19B a quarter earlier.

Fund positioning in BLV was balanced in Q1 2025: 37 funds opened new positions, 37 closed out, 155 added to existing stakes and 136 trimmed.

The largest buyer was Beacon Capital Management Inc (Ohio), adding an estimated $370M. The largest seller was LPL Financial, cutting an estimated $27.4M.

  • 370 institutional investors held Vanguard Long-Term Bond ETF (BLV) as of Q1 2025, down from 376 in Q4 2024.
  • Funds reported $3.35B of Vanguard Long-Term Bond ETF stock for Q1 2025, up 5.2% quarter-over-quarter.
  • 37 funds opened new Vanguard Long-Term Bond ETF positions in Q1 2025 and 37 closed out, a net change of 0 holders.
  • The largest Vanguard Long-Term Bond ETF buyer in Q1 2025 was Beacon Capital Management Inc (Ohio), an estimated $370M added.
  • The largest Vanguard Long-Term Bond ETF seller in Q1 2025 was LPL Financial, an estimated $27.4M sold.

Based on aggregated 13F filings for Q1 2025.