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Vanguard Long-Term Bond ETF

262 hedge funds and large institutions have $3.16B invested in Vanguard Long-Term Bond ETF in 2022 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 93 increasing their positions, 102 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more call options, than puts

Call options by funds: $880K | Put options by funds: $403K

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

9% less repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 102

4% less funds holding

Funds holding: 272262 (-10)

4.11% less ownership

Funds ownership: 65.72%61.62% (-4.1%)

18% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 38

22% less capital invested

Capital invested by funds: $4.06B → $3.16B (-$895M)

Holders
262
Holders Change
-10
Holders Change %
-3.68%
% of All Funds
4.13%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
31
Increased
93
Reduced
102
Closed
38
Calls
$880K
Puts
$403K
Net Calls
+$477K
Net Calls Change
-$1.39M
Name Holding Trade Value Shares
Change
Change in
Stake
NL
76
NWAM LLC
Washington
$1.92M +$300K +3,151 +18%
JWCA
77
J.W. Cole Advisors
Florida
$1.89M -$189K -1,987 -9%
S
78
Surevest
California
$1.87M +$1.88M +19,685 +2,715%
DWM
79
Dakota Wealth Management
Florida
$1.84M -$45.3K -475 -2%
FPWM
80
FSB Premier Wealth Management
Iowa
$1.84M -$107K -1,125 -5%
GSWM
81
Greenup Street Wealth Management
Michigan
$1.83M +$586K +6,145 +44%
CFAM
82
Center For Asset Management
Florida
$1.65M +$37.2K +390 +2%
WEG
83
World Equity Group
Illinois
$1.64M +$1.7M +17,853 New
WLIM
84
White Lighthouse Investment Management
Massachusetts
$1.53M -$14.1K -148 -0.9%
IF
85
Intrua Financial
Texas
$1.51M -$1.65M -17,288 -51%
CIA
86
Capital Investment Advisors
Georgia
$1.46M -$1.24K -13 -0.1%
ACA
87
Ackerman Capital Advisors
Texas
$1.44M -$633K -6,636 -30%
MA
88
Mutual Advisors
Nebraska
$1.41M +$214K +2,248 +17%
Citadel Advisors
89
Citadel Advisors
Florida
$1.39M -$106M -1,107,826 -99%
HighTower Advisors
90
HighTower Advisors
Illinois
$1.34M +$250K +2,623 +22%
BBA
91
BLB&B Advisors
Pennsylvania
$1.33M +$473K +4,960 +52%
BCMIO
92
Beacon Capital Management Inc (Ohio)
Ohio
$1.32M -$109M -1,144,488 -99%
CAPTRUST Financial Advisors
93
CAPTRUST Financial Advisors
North Carolina
$1.3M -$240K -2,514 -15%
GWMIA
94
Global Wealth Management Investment Advisory
Florida
$1.3M +$378K +3,961 +39%
WS
95
Wela Strategies
Georgia
$1.3M +$86.5K +907 +7%
MW
96
Marcum Wealth
Ohio
$1.27M +$12.3K +129 +0.9%
IA
97
IFP Advisors
Florida
$1.25M +$1.22M +12,826 +1,681%
PAG
98
Private Advisor Group
New Jersey
$1.25M -$774K -8,115 -37%
Financial Engines Advisors
99
Financial Engines Advisors
California
$1.25M +$711K +7,451 +121%
RTL
100
Red Tortoise LLC
Georgia
$1.24M -$37.8K -396 -3%

BLV Hedge Fund Activity: Q1 2022 in Review

262 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Bond ETF (BLV) for Q1 2022, worth a combined $3.16B — down 22% from $4.06B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of BLV and 31 opened new positions — a net loss of 7 holders — while 102 trimmed existing stakes and 93 added.

The largest buyer was Envestnet Asset Management, adding an estimated $145M. The largest seller was Morgan Stanley, cutting an estimated $252M.

  • 262 institutional investors held Vanguard Long-Term Bond ETF (BLV) as of Q1 2022, down from 272 in Q4 2021.
  • Funds reported $3.16B of Vanguard Long-Term Bond ETF stock for Q1 2022, down 22% quarter-over-quarter.
  • 31 funds opened new Vanguard Long-Term Bond ETF positions in Q1 2022 and 38 closed out, a net change of -7 holders.
  • The largest Vanguard Long-Term Bond ETF buyer in Q1 2022 was Envestnet Asset Management, an estimated $145M added.
  • The largest Vanguard Long-Term Bond ETF seller in Q1 2022 was Morgan Stanley, an estimated $252M sold.

Based on aggregated 13F filings for Q1 2022.