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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
BHWM
51
Bay Harbor Wealth Management
Maryland
$6.5M -$199K -2,849 -3%
PA
52
PFW Advisors
Georgia
$6.48M -$98.7K -1,410 -2%
HHRDM
53
H&H Retirement Design & Management
Nevada
$6.44M +$152K +2,166 +2%
NA
54
NewEdge Advisors
Louisiana
$6.34M +$663K +9,474 +12%
Prudential Financial
55
Prudential Financial
New Jersey
$6.23M +$550K +7,854 +10%
CTB
56
Country Trust Bank
Illinois
$6.17M -$14.5M -206,427 -70%
SWA
57
Safir Wealth Advisors
New Hampshire
$5.73M -$364K -5,202 -6%
OMC
58
Old Mission Capital
Illinois
$5.72M +$5.7M +81,414 New
JP Morgan Chase
59
JP Morgan Chase
New York
$5.63M +$105K +1,503 +2%
PF
60
Parker Financial
Washington
$5.56M +$106K +1,514 +2%
SWM
61
SigFig Wealth Management
California
$5.38M +$149K +2,129 +3%
Thrivent Financial for Lutherans
62
Thrivent Financial for Lutherans
Minnesota
$5.22M +$1.45M +20,735 +39%
CFGS
63
Concourse Financial Group Securities
Alabama
$5.15M +$18.8K +268 +0.4%
MPWT
64
MassMutual Private Wealth & Trust
Connecticut
$5.07M +$264K +3,766 +6%
MA
65
Mutual Advisors
Nebraska
$4.74M +$891K +12,724 +24%
Citadel Advisors
66
Citadel Advisors
Florida
$4.65M -$8.28M -118,331 -64%
SFP
67
Strategic Financial Partners
Oregon
$4.59M +$1.01M +14,479 +29%
VH
68
Visionary Horizons
Tennessee
$4.55M -$940K -13,433 -17%
LFP
69
Leeward Financial Partners
Washington
$4.48M +$90K +1,285 +2%
BCM
70
Brookstone Capital Management
Illinois
$4.47M -$226K -3,229 -5%
ATPW
71
Ashton Thomas Private Wealth
Arizona
$4.38M -$651K -9,300 -13%
FA
72
Flagstar Advisors
New York
$4.38M +$866K +12,375 +25%
APC
73
Aspire Private Capital
North Carolina
$4.36M -$61.3K -875 -1%
BFEC
74
Benjamin F. Edwards & Company
Missouri
$4.34M +$54K +771 +1%
MOS
75
MGO One Seven
Ohio
$4.3M +$4.28M +61,151 New

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.