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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
CAWM
26
Capital Advisors Wealth Management
Washington
$25.5M +$7.86M +106,918 +46%
Vanguard Group
27
Vanguard Group
Pennsylvania
$24.1M +$3.77M +51,344 +19%
AWS
28
Atria Wealth Solutions
New York
$21.2M +$2.79M +37,902 +16%
PNC Financial Services Group
29
PNC Financial Services Group
Pennsylvania
$20.7M -$262K -3,566 -1%
RFC
30
Regions Financial Corp
Alabama
$19.9M +$18.9M +257,682 +3,959%
FIC
31
Family Investment Center
Missouri
$18.8M +$18M +245,247 +5,776%
SFG
32
Sterling Financial Group
California
$18.3M +$31.6K +430 +0.2%
CW
33
CreativeOne Wealth
Kansas
$18M +$3.03M +41,207 +21%
MML Investors Services
34
MML Investors Services
Massachusetts
$17.3M +$263K +3,581 +2%
HWA
35
Hilltop Wealth Advisors
North Carolina
$15.3M +$123K +1,674 +0.8%
Stifel Financial
36
Stifel Financial
Missouri
$14.9M -$54.2K -737 -0.4%
BCI
37
Brinker Capital Investments
Pennsylvania
$13.4M +$1.39M +18,976 +12%
OPS
38
Orion Portfolio Solutions
Nebraska
$13.4M +$1.39M +18,976 +12%
Betterment LLC
39
Betterment LLC
New York
$12.9M +$605K +8,228 +5%
Truist Financial
40
Truist Financial
North Carolina
$12.8M -$946K -12,868 -7%
NA
41
NewEdge Advisors
Louisiana
$11.1M +$4.26M +57,996 +64%
Thrivent Financial for Lutherans
42
Thrivent Financial for Lutherans
Minnesota
$11M +$5.25M +71,432 +96%
ETC
43
Exchange Traded Concepts
Oklahoma
$10.1M -$833K -11,329 -8%
NI
44
NYL Investors
New York
$9.99M +$103K +1,400 +1%
UBS Group
45
UBS Group
Switzerland
$9.63M +$746K +10,153 +9%
CAM
46
Clark Asset Management
New Hampshire
$9.54M +$1.74M +23,646 +23%
TPCW
47
TD Private Client Wealth
New York
$8.33M +$452K +6,149 +6%
EA
48
Evolution Advisers
Virginia
$8.22M -$120K -1,633 -1%
BRWA
49
B. Riley Wealth Advisors
Florida
$7.98M +$734K +9,982 +10%
EWA
50
EverSource Wealth Advisors
Alabama
$7.88M +$125K +1,701 +2%
1
2
3 4 5

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.