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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
AF
301
Advisornet Financial
Minnesota
$28.5K +$5.99K +83 +27%
PA
302
Parallel Advisors
California
$28.1K -$794 -11 -3%
IA
303
IFP Advisors
Florida
$27.9K -$14K -194 -33%
Fidelity Investments
304
Fidelity Investments
Massachusetts
$27.7K -$28.6K -396 -51%
GJIA
305
Glass Jacobson Investment Advisors
Maryland
$26K
NFSG
306
Newbridge Financial Services Group
Florida
$24.2K
JHCP
307
Jackson Hole Capital Partners
Oklahoma
$24K
PP
308
PrairieView Partners
Minnesota
$24K
RIL
309
Rothschild Investment LLC
Illinois
$23.4K +$23.4K +324 New
HR
310
Howe & Rusling
New York
$22.9K -$3.82K -53 -14%
HBW
311
Hazlett, Burt & Watson
West Virginia
$21K
TAM
312
Tucker Asset Management
Colorado
$17.1K
TC
313
Truvestments Capital
Florida
$17K +$144 +2 +0.9%
JPWM
314
Jamison Private Wealth Management
Georgia
$15.5K +$2.31K +32 +18%
HT
315
Headlands Technologies
Illinois
$15.3K +$15.3K +212 New
VWWMG
316
Vermillion & White Wealth Management Group
Pennsylvania
$14.5K +$14.4K +200 New
SFA
317
Semmax Financial Advisors
North Carolina
$13.9K -$938 -13 -6%
JWA
318
JFS Wealth Advisors
Pennsylvania
$13.4K
QC
319
Quent Capital
New York
$12.1K +$12K +167 New
RFA
320
Register Financial Advisors
Georgia
$11.2K +$11.1K +154 New
FMII
321
Farmers & Merchants Investments Inc
Nebraska
$11.1K
PFBT
322
Parkside Financial Bank & Trust
Missouri
$11K +$72 +1 +0.7%
AWM
323
Avior Wealth Management
Nebraska
$9.62K +$5.41K +75 +132%
GI
324
Gradient Investments
Minnesota
$9.4K -$2.17K -30 -19%
WP
325
WealthShield Partners
North Carolina
$8.9K

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.