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Vanguard Long-Term Bond ETF

367 hedge funds and large institutions have $2.96B invested in Vanguard Long-Term Bond ETF in 2024 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 160 increasing their positions, 114 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 114

25% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 36

1% more funds holding

Funds holding: 362367 (+5)

0.59% less ownership

Funds ownership: 55.61%55.01% (-0.59%)

7% less funds holding in top 10

Funds holding in top 10: 1514 (-1)

7% less capital invested

Capital invested by funds: $3.19B → $2.96B (-$224M)

60% less call options, than puts

Call options by funds: $1.99M | Put options by funds: $4.96M

Holders
367
Holders Change
+5
Holders Change %
+1.38%
% of All Funds
5.3%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.2%
New
45
Increased
160
Reduced
114
Closed
36
Calls
$1.99M
Puts
$4.96M
Net Calls
-$2.97M
Net Calls Change
-$3.11M
Name Holding Trade Value Shares
Change
Change in
Stake
HI
126
Harbour Investments
Wisconsin
$1.51M +$70.6K +1,009 +5%
FIM
127
Freedom Investment Management
Connecticut
$1.5M -$1.08M -15,402 -42%
AWM
128
AE Wealth Management
Kansas
$1.48M +$34.5K +493 +2%
KIM
129
Karpus Investment Management
New York
$1.46M
WFA
130
Websterrogers Financial Advisors
South Carolina
$1.42M -$668K -9,534 -32%
TCG
131
Transcendent Capital Group
Oklahoma
$1.42M +$26.7K +382 +2%
SAM
132
Smartleaf Asset Management
Massachusetts
$1.38M -$491K -7,018 -27%
IBOK
133
Independence Bank of Kentucky
Kentucky
$1.38M -$85.8K -1,225 -6%
JWCA
134
J.W. Cole Advisors
Florida
$1.38M +$281K +4,020 +26%
VA
135
Valmark Advisers
Ohio
$1.37M +$231K +3,301 +20%
DADC
136
D.A. Davidson & Co
Montana
$1.36M -$16.1K -230 -1%
BBA
137
BLB&B Advisors
Pennsylvania
$1.36M -$160K -2,285 -11%
MSFS
138
Main Street Financial Solutions
Pennsylvania
$1.35M +$83.6K +1,194 +7%
FPWM
139
FSB Premier Wealth Management
Iowa
$1.3M -$51.5K -735 -4%
HP
140
HT Partners
Connecticut
$1.28M +$83K +1,186 +7%
TC
141
TownSquare Capital
Utah
$1.27M -$162K -2,316 -11%
DW30
142
Drucker Wealth 3.0
New Jersey
$1.21M +$1.2M +17,145 New
SPC
143
Sigma Planning Corp
Michigan
$1.2M -$68.3K -976 -5%
BA
144
BCM Advisors
Louisiana
$1.18M +$162K +2,311 +17%
Mariner
145
Mariner
Kansas
$1.17M +$189K +2,695 +19%
FTUS
146
Flow Traders U.S.
New York
$1.13M +$1.12M +16,063 New
Squarepoint
147
Squarepoint
New York
$1.12M -$5.04M -71,980 -82%
TB
148
Treynor Bancshares
Iowa
$1.02M -$396K -5,658 -28%
SPI
149
Sutton Place Investors
New York
$1M +$20.3K +290 +2%
RC
150
Roundview Capital
New Jersey
$1M -$12K -172 -1%

BLV Hedge Fund Activity: Q2 2024 in Review

367 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Bond ETF (BLV) for Q2 2024, worth a combined $2.96B — down 7% from $3.19B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new BLV positions and 36 closed out — a net gain of 9 holders — while 160 added to existing stakes and 114 trimmed.

The largest buyer was Koss-Olinger Consulting, opening a new position worth an estimated $46.2M. The largest seller was Wells Fargo, cutting an estimated $34.2M.

  • 367 institutional investors held Vanguard Long-Term Bond ETF (BLV) as of Q2 2024, up from 362 in Q1 2024.
  • Funds reported $2.96B of Vanguard Long-Term Bond ETF stock for Q2 2024, down 7% quarter-over-quarter.
  • 45 funds opened new Vanguard Long-Term Bond ETF positions in Q2 2024 and 36 closed out, a net change of +9 holders.
  • The largest Vanguard Long-Term Bond ETF buyer in Q2 2024 was Koss-Olinger Consulting, an estimated $46.2M added.
  • The largest Vanguard Long-Term Bond ETF seller in Q2 2024 was Wells Fargo, an estimated $34.2M sold.

Based on aggregated 13F filings for Q2 2024.