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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
AssetMark Inc
51
AssetMark Inc
California
$7.43M +$2.34M +32,852 +43%
ATPW
52
Ashton Thomas Private Wealth
Arizona
$7.01M +$2.9M +40,602 +66%
PA
53
PFG Advisors
Arizona
$6.96M +$461K +6,452 +7%
EWM
54
Evergreen Wealth Management
Michigan
$6.9M +$200K +2,797 +3%
HHRDM
55
H&H Retirement Design & Management
Nevada
$6.79M +$229K +3,212 +3%
WF
56
WinCap Financial
Massachusetts
$6.75M +$7.04M +98,642 New
EA
57
Evolution Advisers
Virginia
$6.59M -$934K -13,087 -12%
PA
58
PFW Advisors
Georgia
$6.45M +$6.73M +94,267 New
BRWA
59
B. Riley Wealth Advisors
Florida
$6.39M -$961K -13,470 -13%
BHWM
60
Bay Harbor Wealth Management
Maryland
$6.04M -$72K -1,009 -1%
ITB
61
Idaho Trust Bank
Idaho
$5.93M +$2.58M +36,156 +72%
SWA
62
Safir Wealth Advisors
New Hampshire
$5.88M -$7.21K -101 -0.1%
PF
63
Parker Financial
Washington
$5.85M +$295K +4,133 +5%
P
64
&Partners
Tennessee
$5.85M +$1.23M +17,269 +25%
SWM
65
SigFig Wealth Management
California
$5.81M +$545K +7,629 +10%
AI
66
Atria Investments
North Carolina
$5.72M -$1.42M -19,920 -19%
FA
67
Flagstar Advisors
New York
$5.58M +$1.13M +15,897 +24%
CTB
68
Country Trust Bank
Illinois
$5.57M -$151K -2,115 -3%
MPWT
69
MassMutual Private Wealth & Trust
Connecticut
$5.3M +$55.4K +776 +1%
CFGS
70
Concourse Financial Group Securities
Alabama
$5.08M +$218K +3,048 +4%
CA
71
CoreCap Advisors
Michigan
$4.99M +$320K +4,477 +7%
BEI
72
Benjamin Edwards Inc
Missouri
$4.98M +$117K +1,635 +2%
LFP
73
Leeward Financial Partners
Washington
$4.9M +$494K +6,917 +11%
BHWA
74
Beacon Harbor Wealth Advisors
Virginia
$4.89M +$5.1M +71,426 New
MIS
75
Morningstar Investment Services
Illinois
$4.68M -$21.7M -304,638 -82%

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.