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Vanguard Long-Term Bond ETF

148 hedge funds and large institutions have $1.27B invested in Vanguard Long-Term Bond ETF in 2018 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 64 increasing their positions, 40 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 40

35% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 17

3% more funds holding

Funds holding: 143148 (+5)

0.41% less ownership

Funds ownership: 58.64%58.23% (-0.41%)

1% less capital invested

Capital invested by funds: $1.28B → $1.27B (-$10.5M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
148
Holders Change
+5
Holders Change %
+3.5%
% of All Funds
3.38%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
23
Increased
64
Reduced
40
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWA
101
Clarus Wealth Advisors
Arizona
$112K -$6.64K -75 -6%
GRP
102
Global Retirement Partners
California
$112K +$18.6K +210 +20%
HR
103
Howe & Rusling
New York
$99K +$99.9K +1,129 New
SWP
104
Stratos Wealth Partners
Ohio
$94K +$94.7K +1,070 New
ASN
105
Advisory Services Network
Georgia
$85K +$19.3K +218 +29%
NFG
106
Next Financial Group
Texas
$47K +$47.2K +533 New
GWM
107
Geneos Wealth Management
Colorado
$35K -$3.54K -40 -9%
MCM
108
Mainstay Capital Management
Michigan
$34K +$34.2K +386 New
VIA
109
Vantage Investment Advisors
Pennsylvania
$32K
WP
110
WealthShield Partners
North Carolina
$30K
PA
111
Parallel Advisors
California
$27K -$427K -4,825 -94%
PCIA
112
Prime Capital Investment Advisors
Kansas
$26K -$21.2K -240 -44%
BRC
113
Bell Rock Capital
Delaware
$26K +$266 +3 +1%
SFSG
114
Stearns Financial Services Group
North Carolina
$25K +$25.2K +285 New
Fidelity Investments
115
Fidelity Investments
Massachusetts
$23K +$23.7K +268 New
LFG
116
LifePlan Financial Group
Ohio
$21K +$2.92K +33 +16%
SFSIG
117
San Francisco Sentry Investment Group
California
$20K
VRM
118
Vectors Research Management
New York
$19K +$19.1K +216 New
Carson Wealth (CWM LLC)
119
Carson Wealth (CWM LLC)
Nebraska
$17K +$17K +192 New
AF
120
Allworth Financial
California
$16K +$10.8K +122 +203%
BlackRock
121
BlackRock
New York
$15K +$2.39K +27 +19%
Deutsche Bank
122
Deutsche Bank
Germany
$13K -$75.8K -856 -86%
SFM
123
Signet Financial Management
New Jersey
$13K -$5.67K -64 -30%
FCMT
124
Founders Capital Management (Texas)
Texas
$13K
LYV
125
Live Your Vision
Pennsylvania
$9K

BLV Hedge Fund Activity: Q3 2018 in Review

148 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Bond ETF (BLV) for Q3 2018, worth a combined $1.27B — down 0.82% from $1.28B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new BLV positions and 17 closed out — a net gain of 6 holders — while 64 added to existing stakes and 40 trimmed.

The largest buyer was Advisor Group, adding an estimated $17.5M. The largest seller was TD Ameritrade Investment Management, cutting an estimated $12.6M.

  • 148 institutional investors held Vanguard Long-Term Bond ETF (BLV) as of Q3 2018, up from 143 in Q2 2018.
  • Funds reported $1.27B of Vanguard Long-Term Bond ETF stock for Q3 2018, down 0.82% quarter-over-quarter.
  • 23 funds opened new Vanguard Long-Term Bond ETF positions in Q3 2018 and 17 closed out, a net change of +6 holders.
  • The largest Vanguard Long-Term Bond ETF buyer in Q3 2018 was Advisor Group, an estimated $17.5M added.
  • The largest Vanguard Long-Term Bond ETF seller in Q3 2018 was TD Ameritrade Investment Management, an estimated $12.6M sold.

Based on aggregated 13F filings for Q3 2018.