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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
CFFP
301
Center for Financial Planning
Michigan
$42.2K
CIA
302
Cape Investment Advisory
Georgia
$41.5K -$490 -7 -1%
AF
303
Advisornet Financial
Minnesota
$38.6K +$10.8K +154 +39%
TF
304
Tompkins Financial
New York
$38.1K
ACA
305
Aptus Capital Advisors
Alabama
$35K
CJ
306
Caitlin John
Michigan
$30.9K
CIBC Private Wealth Group
307
CIBC Private Wealth Group
Georgia
$30.3K +$210 +3 +0.7%
FFA
308
Founders Financial Alliance
North Carolina
$30K -$2.1K -30 -7%
PFM
309
Phillips Financial Management
Indiana
$29.2K
OW
310
Olistico Wealth
Oklahoma
$28.6K +$28.5K +407 New
WT
311
Whittier Trust
California
$28K
PA
312
Parallel Advisors
California
$25.4K -$1.96K -28 -7%
FCA
313
FinTrust Capital Advisors
South Carolina
$25.3K -$3.22K -46 -11%
GJIA
314
Glass Jacobson Investment Advisors
Maryland
$25.3K
NFSG
315
Newbridge Financial Services Group
Florida
$23.5K
JHCP
316
Jackson Hole Capital Partners
Oklahoma
$23.3K
JPWM
317
Jamison Private Wealth Management
Georgia
$23.3K +$8.19K +117 +55%
PP
318
PrairieView Partners
Minnesota
$23K
HR
319
Howe & Rusling
New York
$22.4K +$70 +1 +0.3%
VWWMG
320
Vermillion & White Wealth Management Group
Pennsylvania
$20.8K +$6.72K +96 +48%
HBW
321
Hazlett, Burt & Watson
West Virginia
$20K
TAM
322
Tucker Asset Management
Colorado
$17.6K +$980 +14 +6%
FGAM
323
Financial Gravity Asset Management
Texas
$11K -$120K -1,713 -92%
RFA
324
Register Financial Advisors
Georgia
$11K +$140 +2 +1%
PA
325
PSI Advisors
Florida
$9.84K +$7.7K +110 +367%

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.