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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
ITIM
351
Indiana Trust & Investment Management
Indiana
$1.3K
FDCDDQ
352
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.08K
TFA
353
Transamerica Financial Advisors
Florida
$1K
Bessemer Group
354
Bessemer Group
New Jersey
$1K +$649 +9 New
WIA
355
Wetzel Investment Advisors
Indiana
$957
AA
356
Ancora Advisors
Ohio
$579 -$361 -5 -38%
KFI
357
Key Financial Inc
Pennsylvania
$434
FCAS
358
First Command Advisory Services
Texas
$289
AWA
359
Alaska Wealth Advisors
Alaska
$217 +$216 +3 New
SWA
360
SOA Wealth Advisors
New York
$207
AWM
361
Abound Wealth Management
Tennessee
$73 +$72 +1 New
BNP Paribas Financial Markets
362
BNP Paribas Financial Markets
France
$72 +$72 +1 New
SIS
363
Sound Income Strategies
Florida
$62 -$34.9K -484 -100%
FFA
364
Frazier Financial Advisors
Ohio
$43 +$72 +1 New
KOC
365
Koss-Olinger Consulting
Florida
-$49.2M -659,484 Closed
CWM
366
CIBC World Markets
New York
-$18.4M -230,000 Closed
WWM
367
Wiser Wealth Management
Georgia
-$3.39M -46,239 Closed
MFG
368
MidWestOne Financial Group
Iowa
-$3.31M -44,395 Closed
ITB
369
Idaho Trust Bank
Idaho
-$2.82M -37,781 Closed
WDC
370
Woodward Diversified Capital
California
-$830K -11,126 Closed
AI
371
AdvisorShares Investments
Maryland
-$686K -9,200 Closed
EFS
372
Econ Financial Services
Pennsylvania
-$617K -8,274 Closed
CCM
373
Crabel Capital Management
California
-$601K -8,064 Closed
KMWM
374
Keudell/Morrison Wealth Management
Oregon
-$467K -6,256 Closed
UCFA
375
United Capital Financial Advisors
Texas
-$398K -5,340 Closed

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.