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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
MGIA
376
Moneta Group Investment Advisors
Missouri
-$351K -4,705 Closed
SW
377
Signify Wealth
Missouri
-$344K -4,614 Closed
VFPW
378
Vantage Financial Partners (Wisconsin)
Wisconsin
-$312K -4,178 Closed
WIA
379
World Investment Advisors
California
-$286K -3,838 Closed
RCAG
380
Rehmann Capital Advisory Group
Michigan
-$275K -3,686 Closed
FFA
381
Florida Financial Advisors
Florida
-$259K -3,474 Closed
KFGK
382
Keystone Financial Group (Kentucky)
Kentucky
-$259K -3,467 Closed
HNWA
383
Henrickson Nauta Wealth Advisors
Michigan
-$254K -3,412 Closed
TI
384
Trexquant Investment
Connecticut
-$227K -3,044 Closed
WEG
385
World Equity Group
Illinois
-$219K -2,930 Closed
JFGIW
386
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$142K -1,904 Closed
EWA
387
EP Wealth Advisors
California
-$129K -1,727 Closed
LFA
388
Level Financial Advisors
New York
-$117K -1,571 Closed
RFA
389
Resurgent Financial Advisors
Georgia
-$116K -1,562 Closed
ANBT
390
American National Bank & Trust
Texas
-$31K -416 Closed
GWANC
391
Guardian Wealth Advisors (North Carolina)
North Carolina
-$22.7K -322 Closed
AIP
392
Ameritas Investment Partners
Nebraska
-$17.5K -234 Closed
PCWA
393
Pacific Capital Wealth Advisors
California
-$16.3K -218 Closed
TCPG
394
Trivant Custom Portfolio Group
California
-$14.9K -200 Closed
CWC
395
Carolinas Wealth Consulting
North Carolina
-$12.8K -171 Closed
CHC
396
City Holding Co
West Virginia
-$8.35K -112 Closed
WTC
397
WhitTier Trust Company
Nevada
-$8.28K -111 Closed
RIM
398
Rockbridge Investment Management
New York
-$8.13K -109 Closed
IPW
399
Impact Partnership Wealth
Georgia
-$7.98K -107 Closed
MWM
400
Mascoma Wealth Management
New Hampshire
-$7.83K -105 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.