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Vanguard Long-Term Bond ETF

367 hedge funds and large institutions have $2.96B invested in Vanguard Long-Term Bond ETF in 2024 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 160 increasing their positions, 114 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 114

25% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 36

1% more funds holding

Funds holding: 362367 (+5)

0.59% less ownership

Funds ownership: 55.61%55.01% (-0.59%)

7% less funds holding in top 10

Funds holding in top 10: 1514 (-1)

7% less capital invested

Capital invested by funds: $3.19B → $2.96B (-$224M)

60% less call options, than puts

Call options by funds: $1.99M | Put options by funds: $4.96M

Holders
367
Holders Change
+5
Holders Change %
+1.38%
% of All Funds
5.3%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.2%
New
45
Increased
160
Reduced
114
Closed
36
Calls
$1.99M
Puts
$4.96M
Net Calls
-$2.97M
Net Calls Change
-$3.11M
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
76
AssetMark Inc
California
$4.27M -$1.64M -23,376 -28%
Northwestern Mutual Wealth Management
77
Northwestern Mutual Wealth Management
Wisconsin
$4.11M +$840K +11,996 +26%
EWM
78
Evergreen Wealth Management
Michigan
$4.06M
P
79
&Partners
Tennessee
$4.03M +$2.83M +40,485 +241%
GSWM
80
Greenup Street Wealth Management
Michigan
$4.02M -$1.61M -23,010 -29%
ACA
81
Ackerman Capital Advisors
Texas
$3.74M +$94K +1,342 +3%
LWM
82
Liberty Wealth Management
California
$3.68M +$262K +3,744 +8%
SFG
83
Sovereign Financial Group
Connecticut
$3.62M +$237K +3,379 +7%
AFS
84
Axiom Financial Strategies
Indiana
$3.53M +$26.7K +382 +0.8%
Citigroup
85
Citigroup
New York
$3.43M -$127K -1,808 -4%
LFASL
86
Lugano Financial Advisors SA (LFA)
Switzerland
$3.37M -$164K -2,339 -5%
ITB
87
Idaho Trust Bank
Idaho
$3.25M +$3.24M +46,292 New
PCA
88
Prosperity Capital Advisors
Ohio
$3.24M +$720K +10,289 +29%
Wealthfront Advisers
89
Wealthfront Advisers
California
$3.21M +$187K +2,678 +6%
Comerica Bank
90
Comerica Bank
Texas
$3.19M -$90.5K -1,293 -3%
MLRA
91
Main Line Retirement Advisors
Montana
$3.06M +$137K +1,956 +5%
AAS
92
Avantax Advisory Services
Texas
$3.03M +$449K +6,406 +17%
AWMNH
93
Arcadia Wealth Management (New Hampshire)
New Hampshire
$2.99M +$555K +7,923 +23%
RJA
94
Raymond James & Associates
Florida
$2.95M +$713K +10,182 +32%
SWM
95
Sagace Wealth Management
Florida
$2.91M +$2.86M +40,876 New
ANTB
96
AMG National Trust Bank
Colorado
$2.69M +$1.38M +19,646 +105%
SAM
97
SignalPoint Asset Management
Missouri
$2.67M +$1.12M +15,973 +72%
SMI
98
Shelter Mutual Insurance
Missouri
$2.67M
BIP
99
Bouvel Investment Partners
Pennsylvania
$2.62M +$98.3K +1,404 +4%
CBC
100
Coombe, Bender & Co
New York
$2.51M +$36.6K +523 +1%

BLV Hedge Fund Activity: Q2 2024 in Review

367 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Bond ETF (BLV) for Q2 2024, worth a combined $2.96B — down 7% from $3.19B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new BLV positions and 36 closed out — a net gain of 9 holders — while 160 added to existing stakes and 114 trimmed.

The largest buyer was Koss-Olinger Consulting, opening a new position worth an estimated $46.2M. The largest seller was Wells Fargo, cutting an estimated $34.2M.

  • 367 institutional investors held Vanguard Long-Term Bond ETF (BLV) as of Q2 2024, up from 362 in Q1 2024.
  • Funds reported $2.96B of Vanguard Long-Term Bond ETF stock for Q2 2024, down 7% quarter-over-quarter.
  • 45 funds opened new Vanguard Long-Term Bond ETF positions in Q2 2024 and 36 closed out, a net change of +9 holders.
  • The largest Vanguard Long-Term Bond ETF buyer in Q2 2024 was Koss-Olinger Consulting, an estimated $46.2M added.
  • The largest Vanguard Long-Term Bond ETF seller in Q2 2024 was Wells Fargo, an estimated $34.2M sold.

Based on aggregated 13F filings for Q2 2024.