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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
TWC
326
TD Waterhouse Canada
Ontario, Canada
$9.4K +$9.52K +136 New
SIS
327
Sound Income Strategies
Florida
$9.16K +$9.03K +129 +12,900%
CT
328
Colonial Trust
South Carolina
$8.84K +$210 +3 +2%
PFSC
329
Peoples Financial Services Corp
Pennsylvania
$8.79K +$8.75K +125 New
WP
330
WealthShield Partners
North Carolina
$8.65K
TCM
331
TD Capital Management
Tennessee
$8.16K +$70 +1 +0.9%
HCP
332
Hexagon Capital Partners
Arkansas
$7.38K +$7.35K +105 New
HIA
333
Harbor Investment Advisory
Maryland
$7.1K
RIA
334
Realta Investment Advisors
Delaware
$7.1K
BCMLT
335
Beacon Capital Management LLC (Tennessee)
Tennessee
$6.68K
TRCT
336
Tower Research Capital (TRC)
New York
$6.26K
MSG
337
Main Street Group
Virginia
$5.67K
MHR
338
Matthew Hamilton Rosenberg
$5.12K
BC
339
Barrett & Company
Rhode Island
$4.57K
PB
340
Pinnacle Bancorp
Nebraska
$4.36K
TSWM
341
Tyler-Stone Wealth Management
Ohio
$4.36K +$4.34K +62 New
GLR
342
Great Lakes Retirement
Ohio
$4.15K +$4.13K +59 New
AWM
343
Avior Wealth Management
Nebraska
$4.01K -$5.25K -75 -57%
BWL
344
Bogart Wealth LLC
Virginia
$3.94K +$3.92K +56 New
HGA
345
Hobbs Group Advisors
South Carolina
$3.94K +$3.92K +56 New
Bank of Montreal
346
Bank of Montreal
Ontario, Canada
$3.45K -$4.13K -59 -55%
WWM
347
Wolff Wiese Magana
California
$3.02K
FHC
348
First Heartland Consultants
Missouri
$2.97K +$19.5K +278 +0.7%
IGWM
349
ICA Group Wealth Management
Colorado
$2.88K -$412K -5,884 -99%
IFAM
350
Institutional & Family Asset Management
Colorado
$2.11K

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.