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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
CFB
351
Cullen/Frost Bankers
Texas
$1.97K
EAM
352
Eukles Asset Management
Ohio
$1.9K
RTL
353
Red Tortoise LLC
Georgia
$1.78K
FPF
354
First Pacific Financial
Washington
$1.76K -$1.26K -18 -42%
FDCDDQ
355
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.05K
WIA
356
Wetzel Investment Advisors
Indiana
$1.01K
Bessemer Group
357
Bessemer Group
New Jersey
$1K
TFA
358
Transamerica Financial Advisors
Florida
$1K
Franklin Resources
359
Franklin Resources
California
$984 +$980 +14 New
GIA
360
GHP Investment Advisors
Colorado
$774 +$770 +11 New
William Blair & Company
361
William Blair & Company
Illinois
$773 -$2.31K -33 -75%
AEPWM
362
Atlantic Edge Private Wealth Management
Florida
$633 -$1.19K -17 -65%
AA
363
Ancora Advisors
Ohio
$562
IRC
364
Investors Research Corp
Georgia
$492 +$490 +7 New
KFI
365
Key Financial Inc
Pennsylvania
$422
FCAS
366
First Command Advisory Services
Texas
$281
SWA
367
SOA Wealth Advisors
New York
$204
FFA
368
Frazier Financial Advisors
Ohio
$42
CI
369
Conning Inc
Connecticut
-$15.2M -210,000 Closed
SHFP
370
Second Half Financial Partners
Florida
-$7.22M -99,833 Closed
HW
371
Hedeker Wealth
Illinois
-$7.18M -99,334 Closed
CA
372
CoreCap Advisors
Michigan
-$4.66M -64,418 Closed
GCM
373
Genus Capital Management
British Columbia, Canada
-$2.66M -37,947 Closed
EC
374
Estate Counselors
Wisconsin
-$1.88M -25,975 Closed
SAM
375
Secure Asset Management
Michigan
-$1.82M -25,225 Closed

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.