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Vanguard Long-Term Bond ETF

257 hedge funds and large institutions have $3.9B invested in Vanguard Long-Term Bond ETF in 2021 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 121 increasing their positions, 66 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,087% more call options, than puts

Call options by funds: $3.27M | Put options by funds: $276K

83% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 66

36% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 25

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

10% more capital invested

Capital invested by funds: $3.55B → $3.9B (+$352M)

2.33% more ownership

Funds ownership: 62.85%65.18% (+2.3%)

2% more funds holding

Funds holding: 253257 (+4)

Holders
257
Holders Change
+4
Holders Change %
+1.58%
% of All Funds
4.5%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.16%
New
34
Increased
121
Reduced
66
Closed
25
Calls
$3.27M
Puts
$276K
Net Calls
+$3M
Net Calls Change
+$983K
Name Holding Trade Value Shares
Change
Change in
Stake
OPS
26
Orion Portfolio Solutions
Nebraska
$11.9M +$183K +1,743 +2%
BCM
27
Brookstone Capital Management
Illinois
$11.7M +$1.37M +13,074 +13%
HI
28
Human Investing
Oregon
$11.2M +$1.25M +11,891 +12%
Betterment LLC
29
Betterment LLC
New York
$10.8M +$1.32M +12,537 +13%
KAS
30
Kestra Advisory Services
Texas
$10.8M +$596K +5,678 +6%
HP
31
HT Partners
Connecticut
$10.7M +$955K +9,100 +10%
UBS Group
32
UBS Group
Switzerland
$10.4M +$1.48M +14,080 +16%
AWM
33
AE Wealth Management
Kansas
$10.2M +$626K +5,966 +6%
CFGS
34
Concourse Financial Group Securities
Alabama
$9.92M +$108K +1,032 +1%
Stifel Financial
35
Stifel Financial
Missouri
$9.71M +$516K +4,921 +5%
BHWM
36
Bay Harbor Wealth Management
Maryland
$9.33M +$684K +6,520 +8%
CW
37
CreativeOne Wealth
Kansas
$8.03M +$1.62M +15,469 +25%
BRWA
38
B. Riley Wealth Advisors
Florida
$7.84M +$573K +5,460 +8%
RJA
39
Raymond James & Associates
Florida
$7.65M +$85.3K +813 +1%
Prudential Financial
40
Prudential Financial
New Jersey
$7.4M +$1.09M +10,401 +17%
AA
41
ALPS Advisors
Colorado
$7.21M +$212K +2,023 +3%
SWA
42
Safir Wealth Advisors
New Hampshire
$7.18M +$155K +1,480 +2%
HighTower Advisors
43
HighTower Advisors
Illinois
$7.07M -$45.9K -437 -0.6%
RJFSA
44
Raymond James Financial Services Advisors
Florida
$6.41M +$2.18M +20,769 +50%
ACM
45
AlphaStar Capital Management
North Carolina
$6.28M +$2.96M +28,194 +84%
SWM
46
SigFig Wealth Management
California
$5.98M +$689K +6,569 +13%
Truist Financial
47
Truist Financial
North Carolina
$5.9M +$1.29M +12,270 +27%
WWM
48
Wiser Wealth Management
Georgia
$5.7M +$641K +6,109 +12%
AssetMark Inc
49
AssetMark Inc
California
$5.38M +$241K +2,298 +5%
CT
50
Coastline Trust
Rhode Island
$5.37M +$63.5K +605 +1%

BLV Hedge Fund Activity: Q3 2021 in Review

257 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Bond ETF (BLV) for Q3 2021, worth a combined $3.9B — up 9.9% from $3.55B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new BLV positions and 25 closed out — a net gain of 9 holders — while 121 added to existing stakes and 66 trimmed.

The largest buyer was Exchange Traded Concepts, opening a new position worth an estimated $199M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $45.5M sold.

  • 257 institutional investors held Vanguard Long-Term Bond ETF (BLV) as of Q3 2021, up from 253 in Q2 2021.
  • Funds reported $3.9B of Vanguard Long-Term Bond ETF stock for Q3 2021, up 9.9% quarter-over-quarter.
  • 34 funds opened new Vanguard Long-Term Bond ETF positions in Q3 2021 and 25 closed out, a net change of +9 holders.
  • The largest Vanguard Long-Term Bond ETF buyer in Q3 2021 was Exchange Traded Concepts, an estimated $199M added.
  • The largest Vanguard Long-Term Bond ETF seller in Q3 2021 was Susquehanna International Group, an estimated $45.5M sold.

Based on aggregated 13F filings for Q3 2021.