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Vanguard Long-Term Bond ETF
BLV

362 hedge funds and large institutions have $3.19B invested in Vanguard Long-Term Bond ETF in 2024 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 170 increasing their positions, 102 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 102

11% more call options, than puts

Call options by funds: $1.44M | Put options by funds: $1.29M

7% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 44

1% less funds holding

Funds holding: 365 → 362 (-3)

9.36% less ownership

Funds ownership: 64.96% → 55.61% (-9.4%)

21% less capital invested

Capital invested by funds: $4.04B → $3.19B (-$852M)

35% less funds holding in top 10

Funds holding in top 10: 23 → 15 (-8)

Holders
362
Holders Change
-3
Holders Change %
-0.82%
% of All Funds
5.21%
Holding in Top 10
15
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-34.78%
% of All Funds
0.22%
New
47
Increased
170
Reduced
102
Closed
44
Calls
$1.44M
Puts
$1.29M
Net Calls
+$144K
Net Calls Change
+$1.5M

Top Buyers

Rank Fund Capital Flow
1
GFG
Greystone Financial Group
Michigan
+$20.3M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$15.1M
3
Citadel Advisors
Citadel Advisors
Florida
+$12.9M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$10.5M
5
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
+$8.84M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$373M
2
Morgan Stanley
Morgan Stanley
New York
-$87.9M
3
Osaic Holdings
Osaic Holdings
Arizona
-$67.5M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$65.1M
5
KOC
Koss-Olinger Consulting
Florida
-$49.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
APC
76
Aspire Private Capital
North Carolina
$4.55M +$472K +6,542 +12%
LFP
77
Leeward Financial Partners
Washington
$4.52M +$350K +4,852 +8%
BFEC
78
Benjamin F. Edwards & Company
Missouri
$4.41M +$110K +1,524 +3%
EWM
79
Evergreen Wealth Management
Michigan
$4.18M – – –
Thrivent Financial for Lutherans
80
Thrivent Financial for Lutherans
Minnesota
$3.87M -$5.2M -72,028 -57%
MA
81
Mutual Advisors
Nebraska
$3.86M +$442K +6,123 +13%
ACA
82
Ackerman Capital Advisors
Texas
$3.75M +$3.74M +51,884 New
SFP
83
Strategic Financial Partners
Oregon
$3.67M -$906K -12,560 -20%
Citigroup
84
Citigroup
New York
$3.66M +$216K +2,993 +6%
LFASL
85
Lugano Financial Advisors SA (LFA)
Switzerland
$3.64M -$129K -1,791 -3%
FA
86
Flagstar Advisors
New York
$3.61M +$526K +7,284 +17%
AFS
87
Axiom Financial Strategies
Indiana
$3.61M -$2.97M -41,200 -45%
SFG
88
Sovereign Financial Group
Connecticut
$3.48M +$40K +555 +1%
LWM
89
Liberty Wealth Management
California
$3.48M +$3.52M +48,812 +271,178%
Comerica Bank
90
Comerica Bank
Texas
$3.38M +$920K +12,757 +38%
Northwestern Mutual Wealth Management
91
Northwestern Mutual Wealth Management
Wisconsin
$3.36M +$1.21M +16,803 +57%
Mercer Global Advisors
92
Mercer Global Advisors
Colorado
$3.19M +$2.96M +41,046 +1,026%
Wealthfront Advisers
93
Wealthfront Advisers
California
$3.11M +$589K +8,163 +23%
HWM
94
Horizons Wealth Management
North Carolina
$3.06M – – –
FHC
95
First Heartland Consultants
Missouri
$3.03M +$240K +3,333 +9%
MLRA
96
Main Line Retirement Advisors
Montana
$3.01M +$241K +3,334 +9%
SMI
97
Shelter Mutual Insurance
Missouri
$2.75M – – –
GCM
98
Genus Capital Management
British Columbia, Canada
$2.74M +$2.74M +37,947 New
FIM
99
Freedom Investment Management
Connecticut
$2.66M -$452K -6,262 -15%
AAS
100
Avantax Advisory Services
Texas
$2.66M -$3.41M -47,291 -56%
2 3
4
5 6

BLV Hedge Fund Activity: Q1 2024 in Review

362 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Bond ETF (BLV) for Q1 2024, worth a combined $3.19B — down 21% from $4.04B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new BLV positions and 44 closed out — a net gain of 3 holders — while 170 added to existing stakes and 102 trimmed.

The largest buyer was Greystone Financial Group, adding an estimated $20.3M. The largest seller was Wells Fargo, cutting an estimated $373M.

  • 362 institutional investors held Vanguard Long-Term Bond ETF (BLV) as of Q1 2024, down from 365 in Q4 2023.
  • Funds reported $3.19B of Vanguard Long-Term Bond ETF stock for Q1 2024, down 21% quarter-over-quarter.
  • 47 funds opened new Vanguard Long-Term Bond ETF positions in Q1 2024 and 44 closed out, a net change of +3 holders.
  • The largest Vanguard Long-Term Bond ETF buyer in Q1 2024 was Greystone Financial Group, an estimated $20.3M added.
  • The largest Vanguard Long-Term Bond ETF seller in Q1 2024 was Wells Fargo, an estimated $373M sold.

Based on aggregated 13F filings for Q1 2024.