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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
FCAS
301
First Command Advisory Services
Texas
$268
SWA
302
SOA Wealth Advisors
New York
$188
ETC
303
Exchange Traded Concepts
Oklahoma
-$158M -2,114,708 Closed
TAIM
304
TD Ameritrade Investment Management
Nebraska
-$90.2M -1,203,547 Closed
GFG
305
Greystone Financial Group
Michigan
-$21.4M -285,080 Closed
PL
306
Protective Life
Alabama
-$3.67M -49,000 Closed
TFA
307
Tranquilli Financial Advisor
New Jersey
-$3.52M -46,938 Closed
CL
308
Cabana LLC
Arkansas
-$2.93M -39,129 Closed
BFG
309
Bleakley Financial Group
New Jersey
-$2.45M -32,640 Closed
SS
310
Simplicity Solutions
Minnesota
-$2.45M -32,640 Closed
OMC
311
Old Mission Capital
Illinois
-$2.25M -30,027 Closed
WDC
312
Woodward Diversified Capital
California
-$1.31M -17,512 Closed
NL
313
NWAM LLC
Washington
-$982K -13,102 Closed
IF
314
Intrua Financial
Texas
-$916K -12,223 Closed
SOS
315
Silver Oak Securities
Tennessee
-$871K -11,627 Closed
CAP
316
Columbia Advisory Partners
Washington
-$669K -8,930 Closed
WFA
317
WMG Financial Advisors
Tennessee
-$611K -8,150 Closed
CAS
318
Coppell Advisory Solutions
Texas
-$571K -7,702 Closed
Rockefeller Capital Management
319
Rockefeller Capital Management
New York
-$557K -7,434 Closed
MSAM
320
Moloney Securities Asset Management
Missouri
-$542K -7,239 Closed
SWG
321
Summit Wealth Group
Vermont
-$539K -7,198 Closed
TWC
322
TD Waterhouse Canada
Ontario, Canada
-$526K -7,074 Closed
HF
323
HRT Financial
New York
-$423K -5,651 Closed
WAM
324
WNY Asset Management
New York
-$324K -4,331 Closed
3LCM
325
3D/L Capital Management
Connecticut
-$310K -4,143 Closed

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.