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Vanguard Long-Term Bond ETF

370 hedge funds and large institutions have $3.35B invested in Vanguard Long-Term Bond ETF in 2025 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 155 increasing their positions, 136 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

510% more call options, than puts

Call options by funds: $4.94M | Put options by funds: $810K

14% more repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 136

9.23% more ownership

Funds ownership: 52.27%61.5% (+9.2%)

5% more capital invested

Capital invested by funds: $3.19B → $3.35B (+$167M)

0% more funds holding in top 10

Funds holding in top 10: 1616 (0)

0% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 37

2% less funds holding

Funds holding: 376370 (-6)

Holders
370
Holders Change
-6
Holders Change %
-1.6%
% of All Funds
4.96%
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.21%
New
37
Increased
155
Reduced
136
Closed
37
Calls
$4.94M
Puts
$810K
Net Calls
+$4.13M
Net Calls Change
+$4.9M
Name Holding Trade Value Shares
Change
Change in
Stake
EA
51
Evolution Advisers
Virginia
$8.35M +$1.62M +23,375 +24%
EWA
52
EverSource Wealth Advisors
Alabama
$8.09M +$91.3K +1,315 +1%
KIM
53
Karpus Investment Management
New York
$7.86M -$1.69M -24,294 -18%
PA
54
PFG Advisors
Arizona
$7.72M +$548K +7,893 +8%
EWM
55
Evergreen Wealth Management
Michigan
$7.46M +$348K +5,017 +5%
HHRDM
56
H&H Retirement Design & Management
Nevada
$6.55M +$42.5K +613 +0.6%
ITB
57
Idaho Trust Bank
Idaho
$6.51M +$403K +5,809 +7%
PA
58
PFW Advisors
Georgia
$6.51M -$125K -1,799 -2%
AI
59
Atria Investments
North Carolina
$6.5M +$609K +8,773 +11%
PF
60
Parker Financial
Washington
$6.46M +$425K +6,120 +7%
BHWM
61
Bay Harbor Wealth Management
Maryland
$6.44M +$221K +3,182 +4%
PIC
62
Platt Investment Counsel
Florida
$6.35M +$6.26M +90,148 New
AssetMark Inc
63
AssetMark Inc
California
$6.33M -$1.3M -18,776 -17%
Citadel Advisors
64
Citadel Advisors
Florida
$5.97M -$8.06M -116,063 -58%
P
65
&Partners
Tennessee
$5.92M -$89.5K -1,290 -2%
MPWT
66
MassMutual Private Wealth & Trust
Connecticut
$5.86M +$401K +5,776 +7%
SWM
67
SigFig Wealth Management
California
$5.85M -$72.7K -1,047 -1%
WIA
68
World Investment Advisors
California
$5.76M +$5.37M +77,350 +1,722%
FA
69
Flagstar Advisors
New York
$5.73M -$12K -173 -0.2%
LFP
70
Leeward Financial Partners
Washington
$5.63M +$570K +8,219 +11%
JP Morgan Chase
71
JP Morgan Chase
New York
$5.49M +$1.84M +26,573 +52%
Thrivent Financial for Lutherans
72
Thrivent Financial for Lutherans
Minnesota
$5.31M -$6.35M -91,464 -55%
BHWA
73
Beacon Harbor Wealth Advisors
Virginia
$5.3M +$267K +3,842 +5%
BEI
74
Benjamin Edwards Inc
Missouri
$5.28M +$147K +2,124 +3%
CA
75
CoreCap Advisors
Michigan
$5.25M +$115K +1,655 +2%

BLV Hedge Fund Activity: Q1 2025 in Review

370 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Bond ETF (BLV) for Q1 2025, worth a combined $3.35B — up 5.2% from $3.19B a quarter earlier.

Fund positioning in BLV was balanced in Q1 2025: 37 funds opened new positions, 37 closed out, 155 added to existing stakes and 136 trimmed.

The largest buyer was Beacon Capital Management Inc (Ohio), adding an estimated $370M. The largest seller was LPL Financial, cutting an estimated $27.4M.

  • 370 institutional investors held Vanguard Long-Term Bond ETF (BLV) as of Q1 2025, down from 376 in Q4 2024.
  • Funds reported $3.35B of Vanguard Long-Term Bond ETF stock for Q1 2025, up 5.2% quarter-over-quarter.
  • 37 funds opened new Vanguard Long-Term Bond ETF positions in Q1 2025 and 37 closed out, a net change of 0 holders.
  • The largest Vanguard Long-Term Bond ETF buyer in Q1 2025 was Beacon Capital Management Inc (Ohio), an estimated $370M added.
  • The largest Vanguard Long-Term Bond ETF seller in Q1 2025 was LPL Financial, an estimated $27.4M sold.

Based on aggregated 13F filings for Q1 2025.