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Vanguard Long-Term Bond ETF

170 hedge funds and large institutions have $2.02B invested in Vanguard Long-Term Bond ETF in 2019 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 73 increasing their positions, 48 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 48

26% more capital invested

Capital invested by funds: $1.6B → $2.02B (+$410M)

22% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 23

0.43% more ownership

Funds ownership: 57.3%57.73% (+0.43%)

0% more funds holding

Funds holding: 170170 (0)

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

Holders
170
Holders Change
Holders Change %
0%
% of All Funds
3.69%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.13%
New
28
Increased
73
Reduced
48
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FHA
151
Flagship Harbor Advisors
Massachusetts
$7K -$21.8K -235 -75%
CAPTRUST Financial Advisors
152
CAPTRUST Financial Advisors
North Carolina
$7K +$6.41K +69 New
HR
153
Howe & Rusling
New York
$7K +$6.96K +75 New
PFGIA
154
Patriot Financial Group Insurance Agency
Massachusetts
$6K
AWM
155
AllSquare Wealth Management
New York
$6K +$5.29K +57 New
PB
156
Pinnacle Bancorp
Nebraska
$5K
IFAM
157
Institutional & Family Asset Management
Colorado
$3K
JFA
158
JNBA Financial Advisors
Minnesota
$3K
PK
159
Pflug Koory
Nebraska
$3K
S
160
SignatureFD
Georgia
$3K
AF
161
Allworth Financial
California
$3K +$2.41K +26 New
ACA
162
Ackerman Capital Advisors
Texas
$2.56K +$1.11M +12,001 +83%
FDCDDQ
163
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.46K +$1.39K +15 New
MWM
164
Meridian Wealth Management
Kentucky
$1.09K +$104K +1,121 New
EWM
165
Executive Wealth Management
Michigan
$1K -$1.11K -12 -63%
BFC
166
Bedel Financial Consulting
Indiana
$1K
SWP
167
Strategic Wealth Partners
Ohio
$1K
OIA
168
OneDigital Investment Advisors
Kansas
$1K +$1.39K +15 New
HGWM
169
Harvest Group Wealth Management
Massachusetts
$1K +$1.49K +16 New
BRWM
170
B. Riley Wealth Management
Tennessee
$386 -$10.4K -112 -3%
MIM
171
Morningstar Investment Management
Illinois
-$12.5M -135,463 Closed
KL
172
KWMG LLC
Kansas
-$5.42M -58,856 Closed
MI
173
Moneywise Inc
Virginia
-$3.47M -38,153 Closed
FWM
174
Frontier Wealth Management
Missouri
-$1.83M -19,823 Closed
AIC
175
Ameritas Investment Company
Nebraska
-$1.5M -16,260 Closed

BLV Hedge Fund Activity: Q2 2019 in Review

170 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Bond ETF (BLV) for Q2 2019, worth a combined $2.02B — up 26% from $1.6B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new BLV positions and 23 closed out — a net gain of 5 holders — while 73 added to existing stakes and 48 trimmed.

The largest buyer was Wells Fargo, adding an estimated $250M. The largest seller was Beacon Capital Management Inc (Ohio), cutting an estimated $55.4M.

  • 170 institutional investors held Vanguard Long-Term Bond ETF (BLV) as of Q2 2019, unchanged from Q1 2019.
  • Funds reported $2.02B of Vanguard Long-Term Bond ETF stock for Q2 2019, up 26% quarter-over-quarter.
  • 28 funds opened new Vanguard Long-Term Bond ETF positions in Q2 2019 and 23 closed out, a net change of +5 holders.
  • The largest Vanguard Long-Term Bond ETF buyer in Q2 2019 was Wells Fargo, an estimated $250M added.
  • The largest Vanguard Long-Term Bond ETF seller in Q2 2019 was Beacon Capital Management Inc (Ohio), an estimated $55.4M sold.

Based on aggregated 13F filings for Q2 2019.