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Vanguard Long-Term Bond ETF

253 hedge funds and large institutions have $3.55B invested in Vanguard Long-Term Bond ETF in 2021 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 105 increasing their positions, 76 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

263% more call options, than puts

Call options by funds: $2.78M | Put options by funds: $766K

56% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 25

38% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 76

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

8% more capital invested

Capital invested by funds: $3.29B → $3.55B (+$262M)

4% more funds holding

Funds holding: 243253 (+10)

2.85% less ownership

Funds ownership: 65.7%62.85% (-2.8%)

Holders
253
Holders Change
+10
Holders Change %
+4.12%
% of All Funds
4.4%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
39
Increased
105
Reduced
76
Closed
25
Calls
$2.78M
Puts
$766K
Net Calls
+$2.02M
Net Calls Change
-$702K
Name Holding Trade Value Shares
Change
Change in
Stake
TA
126
TrueWealth Advisors
Alabama
$568K +$12.5K +125 +2%
TFA
127
Tranquilli Financial Advisor
New Jersey
$567K -$1.3K -13 -0.2%
Koshinski Asset Management
128
Koshinski Asset Management
Illinois
$557K -$12.8K -128 -2%
IF
129
Insight Folios
North Carolina
$543K -$43.6K -436 -8%
5L
130
55I LLC
Massachusetts
$533K +$517K +5,175 New
3LCM
131
3D/L Capital Management
Connecticut
$531K +$34.7K +347 +7%
PA
132
PFG Advisors
Arizona
$500K +$76.9K +769 +19%
RFC
133
Regions Financial Corp
Alabama
$495K -$166K -1,659 -26%
AC
134
Addison Capital
Pennsylvania
$492K -$12.3K -123 -3%
MGIA
135
Moneta Group Investment Advisors
Missouri
$482K -$65.1K -651 -12%
WS
136
Wedbush Securities
California
$470K +$36.1K +361 +9%
BWM
137
BerganKDV Wealth Management
Minnesota
$448K +$152K +1,521 +54%
Baird Financial Group
138
Baird Financial Group
Wisconsin
$445K -$1.65M -16,535 -79%
SPC
139
Sigma Planning Corp
Michigan
$444K +$31.1K +311 +8%
SIA
140
Soltis Investment Advisors
Utah
$440K -$85.3K -853 -17%
BFG
141
Berger Financial Group
Minnesota
$438K
22CM
142
20/20 Capital Management
California
$437K -$155K -1,550 -27%
PAS
143
Park Avenue Securities
New York
$417K -$250K -2,501 -38%
BFO
144
Boston Family Office
Massachusetts
$416K +$24.5K +245 +6%
Creative Planning
145
Creative Planning
Kansas
$409K -$6.2K -62 -2%
IWC
146
Integrated Wealth Concepts
Massachusetts
$409K +$40.7K +407 +11%
AAMC
147
Asset Allocation & Management Company
Illinois
$408K
SWIG
148
Strategic Wealth Investment Group
Kentucky
$406K +$394K +3,944 New
GC
149
Gilbert & Cook
Iowa
$404K +$54.9K +549 +16%
FIA
150
Foundations Investment Advisors
Arizona
$393K -$9.1K -91 -2%

BLV Hedge Fund Activity: Q2 2021 in Review

253 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Bond ETF (BLV) for Q2 2021, worth a combined $3.55B — up 7.9% from $3.29B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new BLV positions and 25 closed out — a net gain of 14 holders — while 105 added to existing stakes and 76 trimmed.

The largest buyer was Lincoln National Corp, adding an estimated $110M. The largest seller was Jane Street, cutting an estimated $29.8M.

  • 253 institutional investors held Vanguard Long-Term Bond ETF (BLV) as of Q2 2021, up from 243 in Q1 2021.
  • Funds reported $3.55B of Vanguard Long-Term Bond ETF stock for Q2 2021, up 7.9% quarter-over-quarter.
  • 39 funds opened new Vanguard Long-Term Bond ETF positions in Q2 2021 and 25 closed out, a net change of +14 holders.
  • The largest Vanguard Long-Term Bond ETF buyer in Q2 2021 was Lincoln National Corp, an estimated $110M added.
  • The largest Vanguard Long-Term Bond ETF seller in Q2 2021 was Jane Street, an estimated $29.8M sold.

Based on aggregated 13F filings for Q2 2021.