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Vanguard Long-Term Bond ETF

148 hedge funds and large institutions have $1.27B invested in Vanguard Long-Term Bond ETF in 2018 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 64 increasing their positions, 40 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 40

35% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 17

3% more funds holding

Funds holding: 143148 (+5)

0.41% less ownership

Funds ownership: 58.64%58.23% (-0.41%)

1% less capital invested

Capital invested by funds: $1.28B → $1.27B (-$10.5M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
148
Holders Change
+5
Holders Change %
+3.5%
% of All Funds
3.38%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
23
Increased
64
Reduced
40
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
76
Brookstone Capital Management
Illinois
$539K +$546K +6,164 New
CAN
77
Cetera Advisor Networks
California
$531K +$537K +6,065 New
RJFSA
78
Raymond James Financial Services Advisors
Florida
$524K +$114K +1,288 +27%
BA
79
Boston Advisors
Massachusetts
$514K +$72.1K +815 +16%
CIA
80
Capital Investment Advisors
Georgia
$509K
IA
81
IFG Advisory
Georgia
$416K +$424K +4,793 New
MA
82
MUFG Americas
New York
$397K +$347K +3,915 +622%
FA
83
FDx Advisors
Illinois
$387K -$49K -554 -11%
MI
84
Moneywise Inc
Virginia
$376K -$1.97M -22,287 -84%
BRWM
85
B. Riley Wealth Management
Tennessee
$361K +$365K +4,126 New
Prudential Financial
86
Prudential Financial
New Jersey
$359K +$65K +734 +22%
Creative Planning
87
Creative Planning
Kansas
$357K +$35.5K +401 +11%
SS
88
Simplicity Solutions
Minnesota
$349K +$354K +3,995 New
CA
89
Cetera Advisors
Colorado
$299K +$304K +3,433 New
FAIM
90
Financial Advocates Investment Management
Washington
$270K +$2.57K +29 +0.9%
CB
91
Chemical Bank
Michigan
$261K
OIA
92
Optimum Investment Advisors
Illinois
$254K -$19.5K -220 -7%
KA
93
Kovack Advisors
Florida
$254K +$23.5K +266 +10%
SPC
94
Sigma Planning Corp
Michigan
$217K +$443 +5 +0.2%
PCG
95
Private Capital Group
Connecticut
$214K +$13.8K +156 +7%
CWM
96
Cornerstone Wealth Management
Missouri
$184K -$870K -9,825 -36%
IA
97
IFP Advisors
Florida
$161K +$11.4K +129 +8%
Fifth Third Bancorp
98
Fifth Third Bancorp
Ohio
$147K -$29.8K -337 -17%
APA
99
American Portfolios Advisors
New York
$122K -$4.78K -54 -4%
FHA
100
Flagship Harbor Advisors
Massachusetts
$114K +$46.1K +521 +65%

BLV Hedge Fund Activity: Q3 2018 in Review

148 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Bond ETF (BLV) for Q3 2018, worth a combined $1.27B — down 0.82% from $1.28B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new BLV positions and 17 closed out — a net gain of 6 holders — while 64 added to existing stakes and 40 trimmed.

The largest buyer was Advisor Group, adding an estimated $17.5M. The largest seller was TD Ameritrade Investment Management, cutting an estimated $12.6M.

  • 148 institutional investors held Vanguard Long-Term Bond ETF (BLV) as of Q3 2018, up from 143 in Q2 2018.
  • Funds reported $1.27B of Vanguard Long-Term Bond ETF stock for Q3 2018, down 0.82% quarter-over-quarter.
  • 23 funds opened new Vanguard Long-Term Bond ETF positions in Q3 2018 and 17 closed out, a net change of +6 holders.
  • The largest Vanguard Long-Term Bond ETF buyer in Q3 2018 was Advisor Group, an estimated $17.5M added.
  • The largest Vanguard Long-Term Bond ETF seller in Q3 2018 was TD Ameritrade Investment Management, an estimated $12.6M sold.

Based on aggregated 13F filings for Q3 2018.