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Vanguard Long-Term Bond ETF
BLV

364 hedge funds and large institutions have $3.31B invested in Vanguard Long-Term Bond ETF in 2024 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 175 increasing their positions, 104 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more repeat investments, than reductions

Existing positions increased: 175 | Existing positions reduced: 104

14% more funds holding in top 10

Funds holding in top 10: 14 → 16 (+2)

12% more capital invested

Capital invested by funds: $2.96B → $3.31B (+$345M)

9% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 44

1% less funds holding

Funds holding: 367 → 364 (-3)

1.17% less ownership

Funds ownership: 55.01% → 53.84% (-1.2%)

83% less call options, than puts

Call options by funds: $2.04M | Put options by funds: $11.8M

Holders
364
Holders Change
-3
Holders Change %
-0.82%
% of All Funds
5.23%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.23%
New
48
Increased
175
Reduced
104
Closed
44
Calls
$2.04M
Puts
$11.8M
Net Calls
-$9.79M
Net Calls Change
-$6.83M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$31.5M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$26.8M
3
RFC
Regions Financial Corp
Alabama
+$18.9M
4
FIC
Family Investment Center
Missouri
+$18M
5
LPL Financial
LPL Financial
California
+$12M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$39.3M
2
Charles Schwab
Charles Schwab
California
-$8.64M
3
OMC
Old Mission Capital
Illinois
-$5.67M
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$4.92M
5
Jane Street
Jane Street
New York
-$4.59M
Name Holding Trade Value Shares
Change 		Change in
Stake
RTL
351
Red Tortoise LLC
Georgia
$1.92K +$73 +1 +4%
ACA
352
Aptus Capital Advisors
Alabama
$1.88K -$34.8K -473 -95%
Bank of Montreal
353
Bank of Montreal
Ontario, Canada
$1.43K -$2.13K -29 -60%
LWANC
354
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.35K +$1.32K +18 New
IAIM
355
International Assets Investment Management
Florida
$1.05K +$5.72M +77,779 +7,242%
Franklin Resources
356
Franklin Resources
California
$1.02K – – –
William Blair & Company
357
William Blair & Company
Illinois
$827 – – –
PMFA
358
Plante Moran Financial Advisors
Michigan
$752 +$735 +10 New
AEPWM
359
Atlantic Edge Private Wealth Management
Florida
$677 – – –
AA
360
Ancora Advisors
Ohio
$601 – – –
IRC
361
Investors Research Corp
Georgia
$526 – – –
KFI
362
Key Financial Inc
Pennsylvania
$451 – – –
GWM
363
GSB Wealth Management
Connecticut
$274 +$294 +4 New
SWA
364
SOA Wealth Advisors
New York
$220 – – –
FFA
365
Frazier Financial Advisors
Ohio
$45 – – –
SFC
366
Strategic Financial Concepts
Texas
– -$59.9K -119,288 Closed
ACA
367
Ackerman Capital Advisors
Texas
– -$3.74M -53,226 Closed
FTUS
368
Flow Traders U.S.
New York
– -$1.13M -16,063 Closed
Squarepoint
369
Squarepoint
New York
– -$1.12M -15,977 Closed
Susquehanna International Group
370
Susquehanna International Group
Pennsylvania
– -$872K -11,868 Closed
NP
371
Nilsine Partners
Colorado
– -$742K -10,554 Closed
SCM
372
Stordahl Capital Management
Colorado
– -$731K -10,404 Closed
SIMG
373
Sonora Investment Management Group
Arizona
– -$750K -10,368 Closed
SW
374
Simplicity Wealth
New Jersey
– -$600K -8,542 Closed
MWM
375
Maripau Wealth Management
Indiana
– -$587K -8,346 Closed
13 14
15
16 17

BLV Hedge Fund Activity: Q3 2024 in Review

364 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Bond ETF (BLV) for Q3 2024, worth a combined $3.31B — up 12% from $2.96B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new BLV positions and 44 closed out — a net gain of 4 holders — while 175 added to existing stakes and 104 trimmed.

The largest buyer was Bank of America, adding an estimated $31.5M. The largest seller was Wells Fargo, cutting an estimated $39.3M.

  • 364 institutional investors held Vanguard Long-Term Bond ETF (BLV) as of Q3 2024, down from 367 in Q2 2024.
  • Funds reported $3.31B of Vanguard Long-Term Bond ETF stock for Q3 2024, up 12% quarter-over-quarter.
  • 48 funds opened new Vanguard Long-Term Bond ETF positions in Q3 2024 and 44 closed out, a net change of +4 holders.
  • The largest Vanguard Long-Term Bond ETF buyer in Q3 2024 was Bank of America, an estimated $31.5M added.
  • The largest Vanguard Long-Term Bond ETF seller in Q3 2024 was Wells Fargo, an estimated $39.3M sold.

Based on aggregated 13F filings for Q3 2024.