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Vanguard Long-Term Bond ETF

376 hedge funds and large institutions have $3.19B invested in Vanguard Long-Term Bond ETF in 2024 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 160 increasing their positions, 123 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 42

30% more repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 123

3% more funds holding

Funds holding: 364376 (+12)

0% more funds holding in top 10

Funds holding in top 10: 1616 (0)

4% less capital invested

Capital invested by funds: $3.31B → $3.19B (-$121M)

1.57% less ownership

Funds ownership: 53.84%52.27% (-1.6%)

40% less call options, than puts

Call options by funds: $1.16M | Put options by funds: $1.93M

Holders
376
Holders Change
+12
Holders Change %
+3.3%
% of All Funds
4.95%
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.21%
New
60
Increased
160
Reduced
123
Closed
42
Calls
$1.16M
Puts
$1.93M
Net Calls
-$773K
Net Calls Change
+$9.02M
Name Holding Trade Value Shares
Change
Change in
Stake
PCA
76
Prosperity Capital Advisors
Ohio
$4.6M +$280K +3,919 +6%
APC
77
Aspire Private Capital
North Carolina
$4.59M +$195K +2,735 +4%
VH
78
Visionary Horizons
Tennessee
$4.58M +$143K +2,010 +3%
MOS
79
MGO One Seven
Ohio
$4.55M +$293K +4,107 +7%
VW
80
Veridan Wealth
Oregon
$4.53M +$4.7M +65,836 New
SIP
81
Sellwood Investment Partners
Oregon
$4.38M +$4.57M +64,032 New
LWM
82
Liberty Wealth Management
California
$4.33M +$412K +5,776 +10%
MA
83
Mutual Advisors
Nebraska
$4.33M -$377K -5,288 -8%
SS
84
SBI Securities
Japan
$4.28M +$4.46M +62,484 New
BCM
85
Brookstone Capital Management
Illinois
$4.17M -$51.7K -724 -1%
UBS Group
86
UBS Group
Switzerland
$4.15M -$4.81M -67,450 -53%
MLRA
87
Main Line Retirement Advisors
Montana
$3.79M +$549K +7,690 +16%
ECA
88
Elevated Capital Advisors
Utah
$3.75M +$1.61M +22,596 +70%
AAS
89
Avantax Advisory Services
Texas
$3.64M +$353K +4,944 +10%
OHWA
90
Oak Hill Wealth Advisors
Virginia
$3.62M +$3.77M +52,843 New
SAM
91
SignalPoint Asset Management
Missouri
$3.59M +$325K +4,548 +9%
WF
92
Womack Financial
Texas
$3.59M +$3.74M +52,435 New
JP Morgan Chase
93
JP Morgan Chase
New York
$3.52M -$417K -5,837 -10%
SFG
94
Sovereign Financial Group
Connecticut
$3.51M -$165K -2,308 -4%
QC
95
Quadrature Capital
United Kingdom
$3.5M +$3.65M +51,128 New
BAM
96
Belpointe Asset Management
Nevada
$3.5M +$286 +4 +0%
AWMNH
97
Arcadia Wealth Management (New Hampshire)
New Hampshire
$3.4M +$160K +2,244 +5%
NA
98
Nottingham Advisors
New York
$3.19M +$3.33M +46,606 New
GFWA
99
Grey Fox Wealth Advisors
Delaware
$3.18M +$672K +9,420 +25%
Wealthfront Advisers
100
Wealthfront Advisers
California
$3.17M -$770K -10,792 -19%

BLV Hedge Fund Activity: Q4 2024 in Review

376 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Bond ETF (BLV) for Q4 2024, worth a combined $3.19B — down 3.6% from $3.31B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new BLV positions and 42 closed out — a net gain of 18 holders — while 160 added to existing stakes and 123 trimmed.

The largest buyer was LPL Financial, adding an estimated $42.9M. The largest seller was Wells Fargo, cutting an estimated $78.7M.

  • 376 institutional investors held Vanguard Long-Term Bond ETF (BLV) as of Q4 2024, up from 364 in Q3 2024.
  • Funds reported $3.19B of Vanguard Long-Term Bond ETF stock for Q4 2024, down 3.6% quarter-over-quarter.
  • 60 funds opened new Vanguard Long-Term Bond ETF positions in Q4 2024 and 42 closed out, a net change of +18 holders.
  • The largest Vanguard Long-Term Bond ETF buyer in Q4 2024 was LPL Financial, an estimated $42.9M added.
  • The largest Vanguard Long-Term Bond ETF seller in Q4 2024 was Wells Fargo, an estimated $78.7M sold.

Based on aggregated 13F filings for Q4 2024.