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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
FHC
101
First Heartland Consultants
Missouri
$3.11M +$205K +2,874 +7%
ANTB
102
AMG National Trust Bank
Colorado
$2.82M +$128K +1,795 +5%
SA
103
Sanctuary Advisors
Indiana
$2.82M +$960K +13,455 +49%
VA
104
Valmark Advisers
Ohio
$2.8M +$296K +4,148 +11%
WMWM
105
Wilkins Miller Wealth Management
Alabama
$2.66M +$2.78M +38,891 New
Citigroup
106
Citigroup
New York
$2.61M -$678K -9,503 -20%
SMI
107
Shelter Mutual Insurance
Missouri
$2.6M
KAS
108
Kestra Advisory Services
Texas
$2.59M +$675K +9,461 +33%
Comerica Bank
109
Comerica Bank
Texas
$2.55M -$42.3K -592 -2%
AG
110
Ascent Group
Virginia
$2.5M -$21.6K -303 -0.8%
DF
111
Dunhill Financial
United Kingdom
$2.38M +$2.49M +34,845 New
FFN
112
Focus Financial Network
Minnesota
$2.37M +$30.8K +431 +1%
P
113
Pitcairn
Pennsylvania
$2.36M
HWM
114
Horizons Wealth Management
North Carolina
$2.33M +$77.7K +1,088 +3%
RWS
115
Retirement Wealth Solutions
Wisconsin
$2.2M +$2.34M +32,790 New
MSFS
116
Main Street Financial Solutions
Pennsylvania
$2.16M +$468K +6,558 +26%
SAM
117
Smartleaf Asset Management
Massachusetts
$2.1M +$812K +11,372 +59%
FA
118
FDx Advisors
Illinois
$2.07M +$66.1K +926 +3%
CIA
119
Concurrent Investment Advisors
Florida
$2.06M +$5.35K +75 +0.2%
GGS
120
Galvin Gaustad & Stein
Arizona
$2.01M -$34.1K -478 -2%
SIA
121
Strategic Investment Advisors
Michigan
$2.01M +$49.5K +693 +2%
SAI
122
Savvy Advisors Inc
New York
$1.99M +$101K +1,414 +5%
RPGK
123
Retirement Planning Group (Kansas)
Kansas
$1.95M -$2.83M -39,637 -58%
AWM
124
AE Wealth Management
Kansas
$1.92M +$136K +1,908 +7%
Jones Financial Companies
125
Jones Financial Companies
Missouri
$1.92M +$1.02M +14,331 +105%

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.