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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
Corient Private Wealth
376
Corient Private Wealth
Florida
– -$524K -7,448 Closed
WHG
377
Westwood Holdings Group
Texas
– -$404K -5,744 Closed
RFP
378
RCS Financial Planning
Maryland
– -$403K -5,727 Closed
WJWM
379
Williams Jones Wealth Management
New York
– -$356K -5,061 Closed
PG
380
Patten Group
Tennessee
– -$276K -3,927 Closed
HF
381
HRT Financial
New York
– -$275K -3,925 Closed
Cerity Partners
382
Cerity Partners
New York
– -$258K -3,667 Closed
VC
383
Veery Capital
Delaware
– -$255K -3,629 Closed
FIS
384
Fischer Investment Strategies
California
– -$242K -3,441 Closed
KMWM
385
Keudell/Morrison Wealth Management
Oregon
– -$217K -3,087 Closed
MC
386
Montag & Caldwell
Georgia
– -$212K -3,019 Closed
OHWA
387
Oak Hill Wealth Advisors
Virginia
– -$214K -2,906 Closed
WS
388
Wedbush Securities
California
– -$204K -2,904 Closed
BTI
389
Blue Trust Inc
Georgia
– -$167K -2,309 Closed
AIM
390
Anchor Investment Management
South Carolina
– -$54.9K -781 Closed
BCWM
391
Bartlett & Co Wealth Management
Ohio
– -$46K -654 Closed
CFFP
392
Center for Financial Planning
Michigan
– -$42.2K -600 Closed
TF
393
Tompkins Financial
New York
– -$38.1K -542 Closed
NFSG
394
Newbridge Financial Services Group
Florida
– -$23.5K -335 Closed
JHCP
395
Jackson Hole Capital Partners
Oklahoma
– -$23.3K -332 Closed
PP
396
PrairieView Partners
Minnesota
– -$23K -328 Closed
RFA
397
Register Financial Advisors
Georgia
– -$11K -156 Closed
TWC
398
TD Waterhouse Canada
Ontario, Canada
– -$9.4K -136 Closed
PFSC
399
Peoples Financial Services Corp
Pennsylvania
– -$8.79K -125 Closed
RIA
400
Realta Investment Advisors
Delaware
– -$7.1K -101 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.