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Vanguard Long-Term Bond ETF

262 hedge funds and large institutions have $3.16B invested in Vanguard Long-Term Bond ETF in 2022 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 93 increasing their positions, 102 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more call options, than puts

Call options by funds: $880K | Put options by funds: $403K

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

9% less repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 102

4% less funds holding

Funds holding: 272262 (-10)

4.11% less ownership

Funds ownership: 65.72%61.62% (-4.1%)

18% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 38

22% less capital invested

Capital invested by funds: $4.06B → $3.16B (-$895M)

Holders
262
Holders Change
-10
Holders Change %
-3.68%
% of All Funds
4.13%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
31
Increased
93
Reduced
102
Closed
38
Calls
$880K
Puts
$403K
Net Calls
+$477K
Net Calls Change
-$1.39M
Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
126
Rockefeller Capital Management
New York
$647K +$59.7K +626 +10%
KA
127
Kovack Advisors
Florida
$581K -$1.14K -12 -0.2%
TT
128
TI-Trust
Illinois
$574K
BWM
129
BerganKDV Wealth Management
Minnesota
$563K +$49.8K +522 +9%
TA
130
TrueWealth Advisors
Alabama
$562K
FHC
131
First Heartland Consultants
Missouri
$556K -$2.62M -27,434 -82%
TFS
132
Thoroughbred Financial Services
Tennessee
$543K +$221K +2,316 +64%
RFC
133
Regions Financial Corp
Alabama
$535K -$47.1K -494 -8%
SEP
134
Southland Equity Partners
Missouri
$532K -$7.34K -77 -1%
PAS
135
Park Avenue Securities
New York
$525K -$62.7K -658 -10%
Koshinski Asset Management
136
Koshinski Asset Management
Illinois
$515K +$24.9K +261 +5%
RPG
137
Resource Planning Group
Georgia
$515K -$319K -3,343 -37%
SIA
138
Soltis Investment Advisors
Utah
$511K +$17.9K +188 +3%
SPC
139
Sigma Planning Corp
Michigan
$493K -$9.63K -101 -2%
MGIA
140
Moneta Group Investment Advisors
Missouri
$482K -$12K -126 -2%
KFS
141
Kelly Financial Services
Massachusetts
$469K -$6.67K -70 -1%
IGWM
142
ICA Group Wealth Management
Colorado
$467K +$552K +5,792 New
SFS
143
Security Financial Services
Indiana
$447K -$345K -3,620 -43%
BFO
144
Boston Family Office
Massachusetts
$446K +$56.3K +590 +14%
SCA
145
Snowden Capital Advisors
New York
$441K +$144K +1,515 +46%
Millennium Management
146
Millennium Management
New York
$430K +$448K +4,693 New
Wealthfront Advisers
147
Wealthfront Advisers
California
$425K +$107K +1,124 +32%
AC
148
Addison Capital
Pennsylvania
$411K -$8.39K -88 -2%
WS
149
Wedbush Securities
California
$411K -$7.92K -83 -2%
KPWS
150
Kestra Private Wealth Services
Texas
$410K +$36.3K +381 +9%

BLV Hedge Fund Activity: Q1 2022 in Review

262 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Bond ETF (BLV) for Q1 2022, worth a combined $3.16B — down 22% from $4.06B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of BLV and 31 opened new positions — a net loss of 7 holders — while 102 trimmed existing stakes and 93 added.

The largest buyer was Envestnet Asset Management, adding an estimated $145M. The largest seller was Morgan Stanley, cutting an estimated $252M.

  • 262 institutional investors held Vanguard Long-Term Bond ETF (BLV) as of Q1 2022, down from 272 in Q4 2021.
  • Funds reported $3.16B of Vanguard Long-Term Bond ETF stock for Q1 2022, down 22% quarter-over-quarter.
  • 31 funds opened new Vanguard Long-Term Bond ETF positions in Q1 2022 and 38 closed out, a net change of -7 holders.
  • The largest Vanguard Long-Term Bond ETF buyer in Q1 2022 was Envestnet Asset Management, an estimated $145M added.
  • The largest Vanguard Long-Term Bond ETF seller in Q1 2022 was Morgan Stanley, an estimated $252M sold.

Based on aggregated 13F filings for Q1 2022.