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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
SAM
126
Secure Asset Management
Michigan
$1.82M +$85.7K +1,188 +5%
FFN
127
Focus Financial Network
Minnesota
$1.76M +$337K +4,672 +22%
OC
128
Oppenheimer & Co
New York
$1.7M -$24.6K -341 -1%
RFP
129
RCS Financial Planning
Maryland
$1.69M +$1.69M +23,374 New
WLIM
130
White Lighthouse Investment Management
Massachusetts
$1.62M -$162K -2,244 -9%
SAM
131
SignalPoint Asset Management
Missouri
$1.6M +$57K +790 +4%
BBA
132
BLB&B Advisors
Pennsylvania
$1.56M -$4.76K -66 -0.3%
TFA
133
Tranquilli Financial Advisor
New Jersey
$1.52M -$857K -11,879 -36%
IBOK
134
Independence Bank of Kentucky
Kentucky
$1.51M +$876K +12,145 +139%
KIM
135
Karpus Investment Management
New York
$1.5M
AWM
136
AE Wealth Management
Kansas
$1.49M -$6.09M -84,343 -80%
HI
137
Harbour Investments
Wisconsin
$1.48M +$92.2K +1,278 +7%
TC
138
TownSquare Capital
Utah
$1.47M +$1.47M +20,351 New
TB
139
Treynor Bancshares
Iowa
$1.46M +$219K +3,035 +18%
TCG
140
Transcendent Capital Group
Oklahoma
$1.43M +$9.16K +127 +0.6%
DADC
141
D.A. Davidson & Co
Montana
$1.42M +$25K +346 +2%
FPWM
142
FSB Premier Wealth Management
Iowa
$1.39M +$89.6K +1,242 +7%
ANTB
143
AMG National Trust Bank
Colorado
$1.35M +$700K +9,708 +108%
MSFS
144
Main Street Financial Solutions
Pennsylvania
$1.31M +$1.3M +18,059 New
SPC
145
Sigma Planning Corp
Michigan
$1.3M +$614K +8,509 +90%
HP
146
HT Partners
Connecticut
$1.23M +$138K +1,909 +13%
P
147
&Partners
Tennessee
$1.22M +$1.21M +16,807 New
VA
148
Valmark Advisers
Ohio
$1.17M +$179K +2,485 +18%
JWCA
149
J.W. Cole Advisors
Florida
$1.13M +$576K +7,990 +105%
HA
150
Hanover Advisors
South Carolina
$1.07M +$294K +4,081 +38%

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.