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Vanguard Long-Term Bond ETF
BLV

280 hedge funds and large institutions have $3.27B invested in Vanguard Long-Term Bond ETF in 2023 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 117 increasing their positions, 78 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 32

50% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 78

25% more funds holding in top 10

Funds holding in top 10: 8 → 10 (+2)

5.1% more ownership

Funds ownership: 61.9% → 67.01% (+5.1%)

4% more funds holding

Funds holding: 269 → 280 (+11)

23% less capital invested

Capital invested by funds: $4.22B → $3.27B (-$951M)

34% less call options, than puts

Call options by funds: $1.85M | Put options by funds: $2.81M

Holders
280
Holders Change
+11
Holders Change %
+4.09%
% of All Funds
4.46%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.16%
New
48
Increased
117
Reduced
78
Closed
32
Calls
$1.85M
Puts
$2.81M
Net Calls
-$950K
Net Calls Change
+$383K

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$374M
2
SWG
Summit Wealth Group
Vermont
+$61.8M
3
WEG
World Equity Group
Illinois
+$41.7M
4
Citadel Advisors
Citadel Advisors
Florida
+$28.2M
5
Bank of America
Bank of America
North Carolina
+$26.2M

Top Sellers

Rank Fund Capital Flow
1
AWA
Arete Wealth Advisors
Illinois
-$1.63B
2
KAS
Kestra Advisory Services
Texas
-$10.9M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$8.73M
4
AWS
Atria Wealth Solutions
New York
-$7.29M
5
Financial Engines Advisors
Financial Engines Advisors
California
-$6.25M
Name Holding Trade Value Shares
Change 		Change in
Stake
PCA
76
Prosperity Capital Advisors
Ohio
$2.85M +$1.33M +17,655 +90%
WWM
77
Wiser Wealth Management
Georgia
$2.85M +$213K +2,818 +8%
TPCW
78
TD Private Client Wealth
New York
$2.82M +$1.37M +18,093 +97%
HWM
79
Horizons Wealth Management
North Carolina
$2.79M -$168K -2,224 -6%
SFG
80
Sovereign Financial Group
Connecticut
$2.58M +$322K +4,262 +14%
Thrivent Financial for Lutherans
81
Thrivent Financial for Lutherans
Minnesota
$2.39M -$133K -1,761 -5%
GSWM
82
Greenup Street Wealth Management
Michigan
$2.39M +$414K +5,471 +21%
EWM
83
Evergreen Wealth Management
Michigan
$2.25M +$2.22M +29,359 New
WS
84
Wela Strategies
Georgia
$2.23M +$1.19M +15,754 +118%
SAM
85
SignalPoint Asset Management
Missouri
$2.17M +$907 +12 +0%
FHA
86
First Horizon Advisors
Tennessee
$2.16M -$24.6K -325 -1%
AAS
87
Avantax Advisory Services
Texas
$2.16M +$2.95K +39 +0.1%
CA
88
Cetera Advisors
Colorado
$2.15M +$31.7K +419 +2%
AG
89
Ascent Group
Virginia
$2.14M +$210K +2,777 +11%
BOH
90
Bank of Hawaii
Hawaii
$2.09M -$102K -1,355 -5%
WEG
91
World Equity Group
Illinois
$2.07M +$41.7M +551,280 +3,095%
HIM
92
Hanlon Investment Management
New Jersey
$2.06M -$226K -2,986 -10%
PG
93
Prostatis Group
Maryland
$1.96M -$65.4K -865 -3%
ECA
94
Elevated Capital Advisors
Utah
$1.65M +$255K +3,373 +19%
KAS
95
Kestra Advisory Services
Texas
$1.64M -$10.9M -143,601 -87%
SIA
96
Strategic Investment Advisors
Michigan
$1.61M -$133K -1,759 -8%
OC
97
Oppenheimer & Co
New York
$1.58M +$77.2K +1,021 +5%
BBA
98
BLB&B Advisors
Pennsylvania
$1.57M +$83.8K +1,108 +6%
WLIM
99
White Lighthouse Investment Management
Massachusetts
$1.52M +$144K +1,900 +11%
PMA
100
Prudent Man Advisors
Illinois
$1.46M -$16K -211 -1%
2 3
4
5 6

BLV Hedge Fund Activity: Q1 2023 in Review

280 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Bond ETF (BLV) for Q1 2023, worth a combined $3.27B — down 23% from $4.22B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new BLV positions and 32 closed out — a net gain of 16 holders — while 117 added to existing stakes and 78 trimmed.

The largest buyer was Wells Fargo, adding an estimated $374M. The largest seller was Arete Wealth Advisors, exiting entirely with an estimated $1.63B sold.

  • 280 institutional investors held Vanguard Long-Term Bond ETF (BLV) as of Q1 2023, up from 269 in Q4 2022.
  • Funds reported $3.27B of Vanguard Long-Term Bond ETF stock for Q1 2023, down 23% quarter-over-quarter.
  • 48 funds opened new Vanguard Long-Term Bond ETF positions in Q1 2023 and 32 closed out, a net change of +16 holders.
  • The largest Vanguard Long-Term Bond ETF buyer in Q1 2023 was Wells Fargo, an estimated $374M added.
  • The largest Vanguard Long-Term Bond ETF seller in Q1 2023 was Arete Wealth Advisors, an estimated $1.63B sold.

Based on aggregated 13F filings for Q1 2023.