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Vanguard Long-Term Bond ETF

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: 365362 (-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: 2315 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
BIP
101
Bouvel Investment Partners
Pennsylvania
$2.6M -$74.3K -1,030 -3%
PCA
102
Prosperity Capital Advisors
Ohio
$2.59M -$1.61M -22,306 -38%
CBC
103
Coombe, Bender & Co
New York
$2.55M +$379K +5,253 +18%
AWMNH
104
Arcadia Wealth Management (New Hampshire)
New Hampshire
$2.51M +$277K +3,844 +12%
FA
105
FDx Advisors
Illinois
$2.4M -$120K -1,668 -5%
ECA
106
Elevated Capital Advisors
Utah
$2.35M +$350K +4,854 +18%
RJA
107
Raymond James & Associates
Florida
$2.3M -$395K -5,476 -15%
HWM
108
Hohimer Wealth Management
Washington
$2.15M +$402K +5,566 +23%
WFA
109
Websterrogers Financial Advisors
South Carolina
$2.15M -$9.21M -127,636 -81%
WS
110
Wela Strategies
Georgia
$2.08M -$142K -1,964 -6%
CIA
111
Concurrent Investment Advisors
Florida
$2.08M +$318K +4,407 +18%
BOH
112
Bank of Hawaii
Hawaii
$2.07M +$6.71K +93 +0.3%
FHA
113
First Horizon Advisors
Tennessee
$2.04M -$143K -1,987 -7%
KAS
114
Kestra Advisory Services
Texas
$2.03M +$134K +1,852 +7%
PG
115
Prostatis Group
Maryland
$2.02M -$4.11K -57 -0.2%
Financial Engines Advisors
116
Financial Engines Advisors
California
$1.99M -$512K -7,102 -21%
FIA
117
FPC Investment Advisory
California
$1.98M +$2.09M +28,972 New
SIA
118
Strategic Investment Advisors
Michigan
$1.96M +$350K +4,856 +22%
ACM
119
AlphaStar Capital Management
North Carolina
$1.96M -$116K -1,613 -6%
SAM
120
Smartleaf Asset Management
Massachusetts
$1.91M +$347K +4,813 +22%
EC
121
Estate Counselors
Wisconsin
$1.88M +$1.87M +25,975 New
AG
122
Ascent Group
Virginia
$1.87M +$72 +1 +0%
GGS
123
Galvin Gaustad & Stein
Arizona
$1.87M +$625K +8,656 +50%
Creative Planning
124
Creative Planning
Kansas
$1.83M -$176K -2,443 -9%
HIM
125
Hanlon Investment Management
New Jersey
$1.83M +$122K +1,686 +7%

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.