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Vanguard Long-Term Bond ETF

148 hedge funds and large institutions have $1.27B invested in Vanguard Long-Term Bond ETF in 2018 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 64 increasing their positions, 40 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 40

35% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 17

3% more funds holding

Funds holding: 143148 (+5)

0.41% less ownership

Funds ownership: 58.64%58.23% (-0.41%)

1% less capital invested

Capital invested by funds: $1.28B → $1.27B (-$10.5M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
148
Holders Change
+5
Holders Change %
+3.5%
% of All Funds
3.38%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
23
Increased
64
Reduced
40
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Manulife (Manufacturers Life Insurance)
26
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7.87M +$3.67M +41,423 +85%
Ameriprise
27
Ameriprise
Minnesota
$7.4M +$2.3M +26,041 +44%
Bank of America
28
Bank of America
North Carolina
$6.91M -$8.75M -98,864 -56%
BOH
29
Bank of Hawaii
Hawaii
$5.99M +$340K +3,843 +6%
BRWA
30
B. Riley Wealth Advisors
Florida
$4.95M +$465K +5,253 +10%
KL
31
KWMG LLC
Kansas
$4.82M +$332K +3,753 +7%
PI
32
PFS Investments
Georgia
$4.4M +$1.37M +15,475 +44%
VCM
33
Violich Capital Management
California
$4.08M +$1.54M +17,440 +60%
VAM
34
Visionary Asset Management
Texas
$3.28M -$35K -395 -1%
SRSA
35
S.R. Schill & Associates
Washington
$3.17M -$250K -2,830 -7%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$3.15M -$588K -6,641 -16%
PAG
37
Private Advisor Group
New Jersey
$3.08M +$1.4M +15,783 +81%
GAM
38
Gould Asset Management
California
$2.96M +$650K +7,340 +28%
SB
39
Suntrust Banks
Georgia
$2.91M -$236K -2,667 -7%
SAM
40
SignalPoint Asset Management
Missouri
$2.85M -$35.3K -399 -1%
MML Investors Services
41
MML Investors Services
Massachusetts
$2.7M +$217K +2,455 +9%
CW
42
CreativeOne Wealth
Kansas
$2.61M +$229K +2,592 +10%
CCA
43
Cobblestone Capital Advisors
New York
$2.57M
AI
44
Atria Investments
North Carolina
$2.3M +$175K +1,972 +8%
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$2.07M -$1.47M -16,584 -41%
MPWT
46
MassMutual Private Wealth & Trust
Connecticut
$2.06M +$173K +1,956 +9%
FWM
47
Frontier Wealth Management
Missouri
$1.97M -$82.3K -930 -4%
WLIM
48
White Lighthouse Investment Management
Massachusetts
$1.91M +$83.6K +944 +5%
US Bancorp
49
US Bancorp
Minnesota
$1.89M -$184K -2,075 -9%
SFS
50
Sowell Financial Services
Arkansas
$1.84M +$1.71M +19,352 +545%

BLV Hedge Fund Activity: Q3 2018 in Review

148 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Bond ETF (BLV) for Q3 2018, worth a combined $1.27B — down 0.82% from $1.28B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new BLV positions and 17 closed out — a net gain of 6 holders — while 64 added to existing stakes and 40 trimmed.

The largest buyer was Advisor Group, adding an estimated $17.5M. The largest seller was TD Ameritrade Investment Management, cutting an estimated $12.6M.

  • 148 institutional investors held Vanguard Long-Term Bond ETF (BLV) as of Q3 2018, up from 143 in Q2 2018.
  • Funds reported $1.27B of Vanguard Long-Term Bond ETF stock for Q3 2018, down 0.82% quarter-over-quarter.
  • 23 funds opened new Vanguard Long-Term Bond ETF positions in Q3 2018 and 17 closed out, a net change of +6 holders.
  • The largest Vanguard Long-Term Bond ETF buyer in Q3 2018 was Advisor Group, an estimated $17.5M added.
  • The largest Vanguard Long-Term Bond ETF seller in Q3 2018 was TD Ameritrade Investment Management, an estimated $12.6M sold.

Based on aggregated 13F filings for Q3 2018.