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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
Vanguard Group
26
Vanguard Group
Pennsylvania
$18.9M +$4.78M +68,329 +34%
AWS
27
Atria Wealth Solutions
New York
$17.1M -$330K -4,716 -2%
SFG
28
Sterling Financial Group
California
$17.1M +$175K +2,497 +1%
CAWM
29
Capital Advisors Wealth Management
Washington
$16.3M +$363K +5,189 +2%
MML Investors Services
30
MML Investors Services
Massachusetts
$16M +$11.6K +165 +0.1%
HWA
31
Hilltop Wealth Advisors
North Carolina
$14.2M +$416K +5,945 +3%
Stifel Financial
32
Stifel Financial
Missouri
$14M +$1.94M +27,728 +16%
CW
33
CreativeOne Wealth
Kansas
$13.9M -$85.6K -1,223 -0.6%
Truist Financial
34
Truist Financial
North Carolina
$12.9M -$1.45M -20,645 -10%
RJFSA
35
Raymond James Financial Services Advisors
Florida
$11.6M +$6.32M +90,208 +120%
Betterment LLC
36
Betterment LLC
New York
$11.5M +$277K +3,958 +2%
BCI
37
Brinker Capital Investments
Pennsylvania
$11.2M +$366K +5,221 +3%
OPS
38
Orion Portfolio Solutions
Nebraska
$11.2M +$366K +5,221 +3%
ETC
39
Exchange Traded Concepts
Oklahoma
$10.2M -$1.42M -20,223 -12%
NI
40
NYL Investors
New York
$9.24M +$105K +1,500 +1%
UBS Group
41
UBS Group
Switzerland
$8.29M +$80.5K +1,150 +1%
EA
42
Evolution Advisers
Virginia
$7.8M +$513K +7,328 +7%
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$7.55M +$337K +4,816 +5%
EWA
44
EverSource Wealth Advisors
Alabama
$7.46M +$554K +7,918 +8%
TPCW
45
TD Private Client Wealth
New York
$7.36M +$1.25M +17,866 +21%
CAM
46
Clark Asset Management
New Hampshire
$7.26M +$864K +12,340 +14%
AI
47
Atria Investments
North Carolina
$7.04M -$47.2K -674 -0.7%
MFS
48
Madrona Financial Services
Washington
$7.03M +$704K +10,050 +11%
Jane Street
49
Jane Street
New York
$6.99M +$6.22M +88,784 +834%
BRWA
50
B. Riley Wealth Advisors
Florida
$6.81M -$769K -10,989 -10%

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.