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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
SAG
326
SageView Advisory Group
California
-$288K -3,842 Closed
SCA
327
Snowden Capital Advisors
New York
-$277K -3,702 Closed
SPWG
328
Syntegra Private Wealth Group
Missouri
-$252K -3,362 Closed
WIA
329
World Investment Advisors
California
-$239K -3,184 Closed
TC
330
TownSquare Capital
Utah
-$214K -2,850 Closed
WS
331
Wedbush Securities
California
-$213K -2,838 Closed
APWM
332
Argonautica Private Wealth Management
Massachusetts
-$212K -2,833 Closed
CA
333
Continuum Advisory
Idaho
-$212K -2,832 Closed
LRWA
334
Long Run Wealth Advisors
New York
-$205K -2,736 Closed
AWM
335
Activest Wealth Management
Florida
-$139K -1,833 Closed
RP
336
Rice Partnership
Hawaii
-$60.6K -809 Closed
MIH
337
Meitav Investment House
Israel
-$30K -400 Closed
FA
338
Fiduciary Alliance
South Carolina
-$29K -387 Closed
CWM
339
CarsonAllaria Wealth Management
Illinois
-$12.8K -170 Closed
OP
340
ORG Partners
Indiana
-$10.1K -136 Closed
Bank of Montreal
341
Bank of Montreal
Ontario, Canada
-$5.55K -74 Closed
CCA
342
Column Capital Advisors
Indiana
-$4.92K -65 Closed
VCM
343
Versant Capital Management
Arizona
-$2.4K -32 Closed
BlackRock
344
BlackRock
New York
-$2.32K -31 Closed
BBHC
345
Brown Brothers Harriman & Co
New York
-$2.25K -30 Closed
BTI
346
Blue Trust Inc
Georgia
-$2K -28 Closed
HS
347
Horan Securities
United States
-$674 -9 Closed
GWM
348
GSB Wealth Management
Connecticut
-$264 -4 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.