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Vanguard Long-Term Bond ETF

269 hedge funds and large institutions have $4.22B invested in Vanguard Long-Term Bond ETF in 2022 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 96 increasing their positions, 91 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 26

70% more capital invested

Capital invested by funds: $2.49B → $4.22B (+$1.73B)

8% more funds holding

Funds holding: 250269 (+19)

5% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 91

0.16% more ownership

Funds ownership: 61.75%61.9% (+0.16%)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

54% less call options, than puts

Call options by funds: $1.15M | Put options by funds: $2.48M

Holders
269
Holders Change
+19
Holders Change %
+7.6%
% of All Funds
4.32%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
49
Increased
96
Reduced
91
Closed
26
Calls
$1.15M
Puts
$2.48M
Net Calls
-$1.33M
Net Calls Change
-$2.4M
Name Holding Trade Value Shares
Change
Change in
Stake
VC
101
Veery Capital
Delaware
$1.1M +$17.8K +246 +2%
FA
102
Flagstar Advisors
New York
$1.1M +$487K +6,726 +80%
NL
103
NWAM LLC
Washington
$1.07M -$442K -6,111 -29%
CBC
104
Coombe, Bender & Co
New York
$1.03M -$126K -1,740 -11%
Citadel Advisors
105
Citadel Advisors
Florida
$1.03M -$297K -4,100 -22%
CIA
106
Capital Investment Advisors
Georgia
$1.02M +$20.6K +285 +2%
OMC
107
Old Mission Capital
Illinois
$1.01M -$708K -9,778 -41%
GWMIA
108
Global Wealth Management Investment Advisory
Florida
$993K -$1.81K -25 -0.2%
WS
109
Wela Strategies
Georgia
$966K -$52.3K -722 -5%
DWM
110
Darwin Wealth Management
Florida
$962K -$230K -3,180 -20%
M&T Bank
111
M&T Bank
New York
$954K +$22.6K +312 +2%
SC
112
Scotia Capital
Ontario, Canada
$940K +$940K +12,983 New
PAS
113
Park Avenue Securities
New York
$912K +$538K +7,427 +144%
Cerity Partners
114
Cerity Partners
New York
$881K +$880K +12,156 New
ICG
115
InterOcean Capital Group
Tennessee
$853K -$4.6M -63,477 -84%
IF
116
Intrua Financial
Texas
$843K -$76.4K -1,055 -9%
Northwestern Mutual Wealth Management
117
Northwestern Mutual Wealth Management
Wisconsin
$820K +$109K +1,502 +15%
BOM
118
Bank of Marin
California
$784K +$58.2K +804 +8%
Mariner
119
Mariner
Kansas
$777K +$75.2K +1,039 +11%
BCMIO
120
Beacon Capital Management Inc (Ohio)
Ohio
$763K -$214K -2,951 -22%
MW
121
Marcum Wealth
Ohio
$760K -$162K -2,239 -18%
CAL
122
Capital Analysts LLC
Pennsylvania
$756K +$376K +5,201 +99%
SPC
123
Sigma Planning Corp
Michigan
$736K +$158K +2,178 +27%
MWM
124
Maripau Wealth Management
Indiana
$711K -$2.75K -38 -0.4%
CPG
125
Cornerstone Planning Group
New Jersey
$706K +$655K +9,042 New

BLV Hedge Fund Activity: Q4 2022 in Review

269 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Bond ETF (BLV) for Q4 2022, worth a combined $4.22B — up 70% from $2.49B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new BLV positions and 26 closed out — a net gain of 23 holders — while 96 added to existing stakes and 91 trimmed.

The largest buyer was Goldman Sachs, opening a new position worth an estimated $65.4M. The largest seller was Karpus Investment Management, cutting an estimated $131M.

  • 269 institutional investors held Vanguard Long-Term Bond ETF (BLV) as of Q4 2022, up from 250 in Q3 2022.
  • Funds reported $4.22B of Vanguard Long-Term Bond ETF stock for Q4 2022, up 70% quarter-over-quarter.
  • 49 funds opened new Vanguard Long-Term Bond ETF positions in Q4 2022 and 26 closed out, a net change of +23 holders.
  • The largest Vanguard Long-Term Bond ETF buyer in Q4 2022 was Goldman Sachs, an estimated $65.4M added.
  • The largest Vanguard Long-Term Bond ETF seller in Q4 2022 was Karpus Investment Management, an estimated $131M sold.

Based on aggregated 13F filings for Q4 2022.