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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
HI
126
Harbour Investments
Wisconsin
$1.89M +$283K +3,969 +17%
DADC
127
D.A. Davidson & Co
Montana
$1.83M -$21.3K -299 -1%
Mariner
128
Mariner
Kansas
$1.82M -$80.4K -1,126 -4%
BOH
129
Bank of Hawaii
Hawaii
$1.81M -$267K -3,739 -12%
WLIM
130
White Lighthouse Investment Management
Massachusetts
$1.8M -$18.9K -265 -1%
HIM
131
Hanlon Investment Management
New Jersey
$1.79M -$3.71K -52 -0.2%
PG
132
Prostatis Group
Maryland
$1.79M +$150K +2,096 +9%
WFA
133
Websterrogers Financial Advisors
South Carolina
$1.76M +$482K +6,756 +36%
FIA
134
FPC Investment Advisory
California
$1.73M -$179K -2,503 -9%
SFP
135
Strategic Financial Partners
Oregon
$1.67M -$3.92M -54,884 -69%
Financial Engines Advisors
136
Financial Engines Advisors
California
$1.65M +$55K +770 +3%
PS
137
Pinney & Scofield
Massachusetts
$1.64M +$1.71M +23,975 New
JWCA
138
J.W. Cole Advisors
Florida
$1.63M +$88.7K +1,242 +6%
CFG
139
Cornerstone Financial Group
Nebraska
$1.6M +$1.67M +23,412 New
PGFC
140
Peapack-Gladstone Financial Corp
New Jersey
$1.58M +$1.42M +19,919 +631%
PAG
141
Private Advisor Group
New Jersey
$1.56M -$43.7K -612 -3%
GFG
142
Greenbush Financial Group
New York
$1.56M +$1.62M +22,758 New
WS
143
Wela Strategies
Georgia
$1.54M -$44.5K -624 -3%
BCMIO
144
Beacon Capital Management Inc (Ohio)
Ohio
$1.53M -$38.8M -544,095 -96%
FA
145
Fedenia Advisers
Wisconsin
$1.48M +$1.55M +21,691 New
TCG
146
Transcendent Capital Group
Oklahoma
$1.46M +$156K +2,192 +11%
AFS
147
Axiom Financial Strategies
Indiana
$1.46M -$5.28K -74 -0.3%
FHA
148
First Horizon Advisors
Tennessee
$1.33M -$603K -8,454 -30%
BA
149
BCM Advisors
Louisiana
$1.33M -$389K -5,451 -22%
FIM
150
Freedom Investment Management
Connecticut
$1.31M -$41.8K -586 -3%

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.