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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
NL
376
NWAM LLC
Washington
-$960K -13,309 Closed
SOS
377
Silver Oak Securities
Tennessee
-$780K -10,789 Closed
DWM
378
Darwin Wealth Management
Florida
-$716K -9,897 Closed
TCMP
379
Thrive Capital Management (Pennsylvania)
Pennsylvania
-$717K -9,745 Closed
SAW
380
Signal Advisors Wealth
Michigan
-$647K -8,944 Closed
CL
381
Cabana LLC
Arkansas
-$622K -8,604 Closed
KWA
382
Kellett Wealth Advisors
Ohio
-$456K -6,305 Closed
BFO
383
Boston Family Office
Massachusetts
-$414K -5,727 Closed
CP
384
Castleview Partners
Texas
-$361K -4,986 Closed
NCM
385
Neumann Capital Management
California
-$297K -4,100 Closed
PPP
386
Private Portfolio Partners
New Jersey
-$283K -3,910 Closed
HAS
387
HBW Advisory Services
California
-$265K -3,558 Closed
AWA
388
Arkadios Wealth Advisors
Georgia
-$244K -3,371 Closed
BHWM
389
Beaird Harris Wealth Management
Texas
-$95.4K -1,319 Closed
PAM
390
Palisade Asset Management
Minnesota
-$33.5K -463 Closed
RIL
391
Rothschild Investment LLC
Illinois
-$23.4K -324 Closed
TC
392
Truvestments Capital
Florida
-$17K -235 Closed
HT
393
Headlands Technologies
Illinois
-$15.3K -212 Closed
SFA
394
Semmax Financial Advisors
North Carolina
-$13.9K -200 Closed
JWA
395
JFS Wealth Advisors
Pennsylvania
-$13.4K -185 Closed
QC
396
Quent Capital
New York
-$12.1K -167 Closed
PFBT
397
Parkside Financial Bank & Trust
Missouri
-$11K -153 Closed
GI
398
Gradient Investments
Minnesota
-$9.4K -130 Closed
OCM
399
Orion Capital Management
California
-$3.76K -52 Closed
CB
400
CNB Bank
Pennsylvania
-$1.95K -27 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.