We are live on ! Find out more
BLV icon

Vanguard Long-Term Bond ETF
BLV

307 hedge funds and large institutions have $3.87B invested in Vanguard Long-Term Bond ETF in 2023 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 128 increasing their positions, 84 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

152% more call options, than puts

Call options by funds: $1.42M | Put options by funds: $562K

110% more funds holding in top 10

Funds holding in top 10: 10 → 21 (+11)

104% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 28

52% more repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 84

18% more capital invested

Capital invested by funds: $3.27B → $3.87B (+$600M)

10% more funds holding

Funds holding: 280 → 307 (+27)

0.68% less ownership

Funds ownership: 67.01% → 66.33% (-0.68%)

Holders
307
Holders Change
+27
Holders Change %
+9.64%
% of All Funds
4.82%
Holding in Top 10
21
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+110%
% of All Funds
0.33%
New
57
Increased
128
Reduced
84
Closed
28
Calls
$1.42M
Puts
$562K
Net Calls
+$854K
Net Calls Change
+$1.8M

Top Buyers

1
ETC
Exchange Traded Concepts
Oklahoma
+$159M
2
Wells Fargo
Wells Fargo
California
+$146M
3
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
+$104M
4
Ameriprise
Ameriprise
Minnesota
+$44.3M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$31.3M

Top Sellers

1
SWG
Summit Wealth Group
Vermont
-$60.8M
2
Citadel Advisors
Citadel Advisors
Florida
-$28.4M
3
FA
FDx Advisors
Illinois
-$9.98M
4
TAIM
TD Ameritrade Investment Management
Nebraska
-$4.7M
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$4.21M
Name Holding Trade Value Shares
Change 		Change in
Stake
GCM
51
Genus Capital Management
British Columbia, Canada
$6.94M +$6.96M +92,669 New
BHWM
52
Bay Harbor Wealth Management
Maryland
$6.72M -$61K -812 -0.9%
PA
53
PFW Advisors
Georgia
$6.7M +$7.11M +94,715 New
WFA
54
Websterrogers Financial Advisors
South Carolina
$6.3M +$449K +5,984 +8%
EA
55
Evolution Advisers
Virginia
$6.28M +$12.3K +164 +0.2%
ICG
56
InterOcean Capital Group
Tennessee
$6.14M -$353K -4,706 -5%
SWA
57
Safir Wealth Advisors
New Hampshire
$5.76M +$271K +3,607 +5%
AssetMark Inc
58
AssetMark Inc
California
$5.66M +$2.66M +35,368 +88%
GSWM
59
Greenup Street Wealth Management
Michigan
$5.55M +$3.22M +42,922 +138%
Commonwealth Equity Services
60
Commonwealth Equity Services
Massachusetts
$5.3M +$1.41M +18,776 +36%
CFGS
61
Concourse Financial Group Securities
Alabama
$5.21M +$72.6K +967 +1%
SFP
62
Strategic Financial Partners
Oregon
$5.07M +$5.08M +67,642 New
SWM
63
SigFig Wealth Management
California
$5.07M +$149K +1,990 +3%
MA
64
Mutual Advisors
Nebraska
$5.01M +$1.65M +21,990 +49%
JP Morgan Chase
65
JP Morgan Chase
New York
$4.92M -$151K -2,012 -3%
Vanguard Group
66
Vanguard Group
Pennsylvania
$4.77M +$3.96M +52,792 +487%
SW
67
Signify Wealth
Missouri
$4.67M -$213K -2,836 -4%
CWAG
68
Carlsbad Wealth Advisory Group
California
$4.57M +$4.58M +60,970 New
PF
69
Parker Financial
Washington
$4.52M +$334K +4,454 +8%
MPWT
70
MassMutual Private Wealth & Trust
Connecticut
$4.5M +$200K +2,658 +5%
NA
71
NewEdge Advisors
Louisiana
$4.44M -$85.9K -1,144 -2%
CA
72
CoreCap Advisors
Michigan
$4.41M +$4.42M +58,915 New
CAWM
73
Capital Advisors Wealth Management
Washington
$4.27M +$170K +2,267 +4%
APC
74
Aspire Private Capital
North Carolina
$4.01M +$200K +2,665 +5%
CAM
75
Clark Asset Management
New Hampshire
$3.95M +$725K +9,656 +22%
1 2
3
4 5

BLV Hedge Fund Activity: Q2 2023 in Review

307 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Bond ETF (BLV) for Q2 2023, worth a combined $3.87B — up 18% from $3.27B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new BLV positions and 28 closed out — a net gain of 29 holders — while 128 added to existing stakes and 84 trimmed.

The largest buyer was Exchange Traded Concepts, opening a new position worth an estimated $159M. The largest seller was Summit Wealth Group, cutting an estimated $60.8M.

  • 307 institutional investors held Vanguard Long-Term Bond ETF (BLV) as of Q2 2023, up from 280 in Q1 2023.
  • Funds reported $3.87B of Vanguard Long-Term Bond ETF stock for Q2 2023, up 18% quarter-over-quarter.
  • 57 funds opened new Vanguard Long-Term Bond ETF positions in Q2 2023 and 28 closed out, a net change of +29 holders.
  • The largest Vanguard Long-Term Bond ETF buyer in Q2 2023 was Exchange Traded Concepts, an estimated $159M added.
  • The largest Vanguard Long-Term Bond ETF seller in Q2 2023 was Summit Wealth Group, an estimated $60.8M sold.

Based on aggregated 13F filings for Q2 2023.