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Vanguard Long-Term Bond ETF

376 hedge funds and large institutions have $3.19B invested in Vanguard Long-Term Bond ETF in 2024 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 160 increasing their positions, 123 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 42

30% more repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 123

3% more funds holding

Funds holding: 364376 (+12)

0% more funds holding in top 10

Funds holding in top 10: 1616 (0)

4% less capital invested

Capital invested by funds: $3.31B → $3.19B (-$121M)

1.57% less ownership

Funds ownership: 53.84%52.27% (-1.6%)

40% less call options, than puts

Call options by funds: $1.16M | Put options by funds: $1.93M

Holders
376
Holders Change
+12
Holders Change %
+3.3%
% of All Funds
4.95%
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.21%
New
60
Increased
160
Reduced
123
Closed
42
Calls
$1.16M
Puts
$1.93M
Net Calls
-$773K
Net Calls Change
+$9.02M
Name Holding Trade Value Shares
Change
Change in
Stake
RFC
26
Regions Financial Corp
Alabama
$20.2M +$2.22M +31,098 +12%
PNC Financial Services Group
27
PNC Financial Services Group
Pennsylvania
$19.2M +$364K +5,095 +2%
Raymond James Financial
28
Raymond James Financial
Florida
$17.5M +$18.3M +256,445 New
AWS
29
Atria Wealth Solutions
New York
$17.3M -$2.03M -28,382 -10%
Jane Street
30
Jane Street
New York
$17.1M +$15.2M +213,078 +577%
MML Investors Services
31
MML Investors Services
Massachusetts
$16.8M +$1.1M +15,366 +7%
CW
32
CreativeOne Wealth
Kansas
$16.8M +$433K +6,069 +3%
Stifel Financial
33
Stifel Financial
Missouri
$14.5M +$949K +13,293 +7%
Citadel Advisors
34
Citadel Advisors
Florida
$13.7M +$8.88M +124,447 +163%
Betterment LLC
35
Betterment LLC
New York
$13M +$1.29M +18,053 +11%
FIC
36
Family Investment Center
Missouri
$12.8M -$4.41M -61,726 -25%
BCI
37
Brinker Capital Investments
Pennsylvania
$11.6M -$684K -9,581 -5%
OPS
38
Orion Portfolio Solutions
Nebraska
$11.6M -$684K -9,581 -5%
Thrivent Financial for Lutherans
39
Thrivent Financial for Lutherans
Minnesota
$11.6M +$1.43M +19,978 +14%
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$11.2M +$5.17M +72,413 +79%
NA
41
NewEdge Advisors
Louisiana
$10.9M +$834K +11,685 +8%
CAM
42
Clark Asset Management
New Hampshire
$10.3M +$1.68M +23,603 +19%
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$9.56M -$23.7M -331,775 -70%
NI
44
NYL Investors
New York
$9.33M +$250K +3,500 +3%
KIM
45
Karpus Investment Management
New York
$9.3M +$7.89M +110,546 +436%
TPCW
46
TD Private Client Wealth
New York
$8.27M +$714K +10,008 +9%
EWA
47
EverSource Wealth Advisors
Alabama
$7.77M +$623K +8,721 +8%
ETC
48
Exchange Traded Concepts
Oklahoma
$7.75M -$1.49M -20,914 -16%
GSWM
49
Greenup Street Wealth Management
Michigan
$7.63M +$3.13M +43,909 +65%
TLP
50
Trinity Legacy Partners
Texas
$7.54M +$7.87M +110,217 New

BLV Hedge Fund Activity: Q4 2024 in Review

376 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Bond ETF (BLV) for Q4 2024, worth a combined $3.19B — down 3.6% from $3.31B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new BLV positions and 42 closed out — a net gain of 18 holders — while 160 added to existing stakes and 123 trimmed.

The largest buyer was LPL Financial, adding an estimated $42.9M. The largest seller was Wells Fargo, cutting an estimated $78.7M.

  • 376 institutional investors held Vanguard Long-Term Bond ETF (BLV) as of Q4 2024, up from 364 in Q3 2024.
  • Funds reported $3.19B of Vanguard Long-Term Bond ETF stock for Q4 2024, down 3.6% quarter-over-quarter.
  • 60 funds opened new Vanguard Long-Term Bond ETF positions in Q4 2024 and 42 closed out, a net change of +18 holders.
  • The largest Vanguard Long-Term Bond ETF buyer in Q4 2024 was LPL Financial, an estimated $42.9M added.
  • The largest Vanguard Long-Term Bond ETF seller in Q4 2024 was Wells Fargo, an estimated $78.7M sold.

Based on aggregated 13F filings for Q4 2024.