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Vanguard Long-Term Bond ETF
BLV

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: 365 → 362 (-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: 23 → 15 (-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

Top Buyers

Rank Fund Capital Flow
1
GFG
Greystone Financial Group
Michigan
+$20.3M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$15.1M
3
Citadel Advisors
Citadel Advisors
Florida
+$12.9M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$10.5M
5
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
+$8.84M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$373M
2
Morgan Stanley
Morgan Stanley
New York
-$87.9M
3
Osaic Holdings
Osaic Holdings
Arizona
-$67.5M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$65.1M
5
KOC
Koss-Olinger Consulting
Florida
-$49.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
CT
326
Colonial Trust
South Carolina
$8.76K +$361 +5 +4%
TCM
327
TD Capital Management
Tennessee
$8.3K +$72 +1 +0.9%
Bank of Montreal
328
Bank of Montreal
Ontario, Canada
$7.74K +$1.51K +21 +24%
HIA
329
Harbor Investment Advisory
Maryland
$7.3K – – –
RIA
330
Realta Investment Advisors
Delaware
$7.3K +$7.29K +101 New
BCMLT
331
Beacon Capital Management LLC (Tennessee)
Tennessee
$6.87K – – –
TRCT
332
Tower Research Capital (TRC)
New York
$6.44K -$1.8K -25 -22%
LFG
333
Larson Financial Group
Missouri
$6.15K -$14.4K -200 -70%
MSG
334
Main Street Group
Virginia
$5.81K – – –
MHR
335
Matthew Hamilton Rosenberg
$5.25K -$361 -5 -6%
BC
336
Barrett & Company
Rhode Island
$4.7K – – –
PB
337
Pinnacle Bancorp
Nebraska
$4.48K -$43.3K -600 -91%
OCM
338
Orion Capital Management
California
$3.76K +$3.75K +52 New
William Blair & Company
339
William Blair & Company
Illinois
$3.18K +$866 +12 +38%
FPF
340
First Pacific Financial
Washington
$3.11K -$938 -13 -23%
WWM
341
Wolff Wiese Magana
California
$3.11K – – –
RG
342
Retirement Group
California
$2.53K – – –
IFAM
343
Institutional & Family Asset Management
Colorado
$2.17K – – –
PA
344
PSI Advisors
Florida
$2.17K – – –
CFB
345
Cullen/Frost Bankers
Texas
$2.02K – – –
EAM
346
Eukles Asset Management
Ohio
$1.95K – – –
CB
347
CNB Bank
Pennsylvania
$1.95K +$1.95K +27 New
AEPWM
348
Atlantic Edge Private Wealth Management
Florida
$1.88K +$1.88K +26 New
RTL
349
Red Tortoise LLC
Georgia
$1.81K – – –
HNB
350
Huntington National Bank
Ohio
$1.38K – – –
12 13
14
15 16

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.