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Vanguard Long-Term Bond ETF
BLV

376 hedge funds and large institutions have $3.19B invested in Vanguard Long-Term Bond ETF in 2024 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 160 increasing their positions, 123 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 42

30% more repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 123

3% more funds holding

Funds holding: 364 → 376 (+12)

0% more funds holding in top 10

Funds holding in top 10: 16 → 16 (0)

4% less capital invested

Capital invested by funds: $3.31B → $3.19B (-$121M)

1.57% less ownership

Funds ownership: 53.84% → 52.27% (-1.6%)

40% less call options, than puts

Call options by funds: $1.16M | Put options by funds: $1.93M

Holders
376
Holders Change
+12
Holders Change %
+3.3%
% of All Funds
4.95%
Holding in Top 10
16
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.21%
New
60
Increased
160
Reduced
123
Closed
42
Calls
$1.16M
Puts
$1.93M
Net Calls
-$773K
Net Calls Change
+$9.02M

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$42.9M
2
Jane Street
Jane Street
New York
+$15.2M
3
LNC
Lincoln National Corp
Pennsylvania
+$13.4M
4
Truist Financial
Truist Financial
North Carolina
+$9.04M
5
Citadel Advisors
Citadel Advisors
Florida
+$8.88M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$78.7M
2
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
-$38.8M
3
Bank of America
Bank of America
North Carolina
-$34.5M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$32.1M
5
Ameriprise
Ameriprise
Minnesota
-$28.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
351
Aptus Capital Advisors
Alabama
$3.08K +$1.43K +20 +80%
WWM
352
Wolff Wiese Magana
California
$2.94K – – –
FDW
353
Fourth Dimension Wealth
Ohio
$2.74K +$2.85K +40 New
SS
354
Sunbelt Securities
Texas
$2.56K -$42.5K -595 -94%
GSWM
355
Golden State Wealth Management
California
$2.48K +$2.57K +36 New
TWC
356
TD Waterhouse Canada
Ontario, Canada
$2.4K +$2.5K +35 New
CFB
357
Cullen/Frost Bankers
Texas
$1.92K – – –
MAS
358
MPWM Advisory Solutions
Georgia
$1.85K +$1.93K +27 New
GIA
359
GHP Investment Advisors
Colorado
$1.78K +$1.86K +26 New
RTL
360
Red Tortoise LLC
Georgia
$1.77K – – –
PMFA
361
Plante Moran Financial Advisors
Michigan
$1.37K +$714 +10 +100%
SC
362
SouthState Corp
Florida
$1.37K +$1.43K +20 New
LWANC
363
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.23K – – –
FDCDDQ
364
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.03K -$57.1K -800 -98%
NP
365
NorthRock Partners
Minnesota
$890 +$928 +13 New
William Blair & Company
366
William Blair & Company
Illinois
$753 – – –
CWM
367
Cranbrook Wealth Management
Michigan
$753 +$785 +11 New
NS
368
NBC Securities
Alabama
$683 -$755K -10,571 -100%
AEPWM
369
Atlantic Edge Private Wealth Management
Florida
$616 – – –
AA
370
Ancora Advisors
Ohio
$547 – – –
IRC
371
Investors Research Corp
Georgia
$479 – – –
CWP
372
Clark Wealth Partners
Illinois
$479 +$500 +7 New
APW
373
Aventura Private Wealth
Florida
$205 +$214 +3 New
SWA
374
SOA Wealth Advisors
New York
$204 – – –
MWA
375
Medallion Wealth Advisors
Connecticut
$137 +$143 +2 New
13 14
15
16 17

BLV Hedge Fund Activity: Q4 2024 in Review

376 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Bond ETF (BLV) for Q4 2024, worth a combined $3.19B — down 3.6% from $3.31B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new BLV positions and 42 closed out — a net gain of 18 holders — while 160 added to existing stakes and 123 trimmed.

The largest buyer was LPL Financial, adding an estimated $42.9M. The largest seller was Wells Fargo, cutting an estimated $78.7M.

  • 376 institutional investors held Vanguard Long-Term Bond ETF (BLV) as of Q4 2024, up from 364 in Q3 2024.
  • Funds reported $3.19B of Vanguard Long-Term Bond ETF stock for Q4 2024, down 3.6% quarter-over-quarter.
  • 60 funds opened new Vanguard Long-Term Bond ETF positions in Q4 2024 and 42 closed out, a net change of +18 holders.
  • The largest Vanguard Long-Term Bond ETF buyer in Q4 2024 was LPL Financial, an estimated $42.9M added.
  • The largest Vanguard Long-Term Bond ETF seller in Q4 2024 was Wells Fargo, an estimated $78.7M sold.

Based on aggregated 13F filings for Q4 2024.