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Vanguard Long-Term Bond ETF

269 hedge funds and large institutions have $4.22B invested in Vanguard Long-Term Bond ETF in 2022 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 96 increasing their positions, 91 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 26

70% more capital invested

Capital invested by funds: $2.49B → $4.22B (+$1.73B)

8% more funds holding

Funds holding: 250269 (+19)

5% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 91

0.16% more ownership

Funds ownership: 61.75%61.9% (+0.16%)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

54% less call options, than puts

Call options by funds: $1.15M | Put options by funds: $2.48M

Holders
269
Holders Change
+19
Holders Change %
+7.6%
% of All Funds
4.32%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
49
Increased
96
Reduced
91
Closed
26
Calls
$1.15M
Puts
$2.48M
Net Calls
-$1.33M
Net Calls Change
-$2.4M
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
151
Private Advisor Group
New Jersey
$382K +$1.96M +27,129 +85%
SPI
152
Sutton Place Investors
New York
$378K +$378K +5,220 New
MGIA
153
Moneta Group Investment Advisors
Missouri
$378K +$4.13K +57 +1%
Koshinski Asset Management
154
Koshinski Asset Management
Illinois
$375K -$21.6K -299 -5%
KPWS
155
Kestra Private Wealth Services
Texas
$369K +$88.8K +1,227 +32%
VA
156
Valmark Advisers
Ohio
$368K +$159K +2,197 +76%
IGWM
157
ICA Group Wealth Management
Colorado
$368K -$12.5K -172 -3%
FIA
158
Foundations Investment Advisors
Arizona
$346K -$21.5K -297 -6%
TA
159
TrueWealth Advisors
Alabama
$343K -$50.2K -694 -13%
SWIG
160
Strategic Wealth Investment Group
Kentucky
$342K -$3.98M -54,946 -93%
SIA
161
Soltis Investment Advisors
Utah
$334K -$83.1K -1,148 -20%
WAP
162
Wealthcare Advisory Partners
Pennsylvania
$325K +$325K +4,493 New
RA
163
RFG Advisory
Alabama
$316K -$37.9K -523 -11%
PTC
164
Private Trust Company
Ohio
$316K -$16.5K -228 -5%
RPG
165
Resource Planning Group
Georgia
$313K -$272K -3,758 -47%
Luther King Capital Management (LKCM)
166
Luther King Capital Management (LKCM)
Texas
$313K
AC
167
Addison Capital
Pennsylvania
$307K -$2.17K -30 -0.7%
IWC
168
Integrated Wealth Concepts
Massachusetts
$299K +$25.8K +356 +9%
WHG
169
Westwood Holdings Group
Texas
$291K -$592K -8,182 -67%
IBOK
170
Independence Bank of Kentucky
Kentucky
$287K +$157K +2,175 +122%
SWP
171
Stratos Wealth Partners
Ohio
$283K +$1.23K +17 +0.4%
FFM
172
Forum Financial Management
Illinois
$282K +$282K +3,896 New
UB
173
UMB Bank
Missouri
$277K
NCM
174
Neumann Capital Management
California
$264K +$47.1K +650 +22%
GRP
175
Global Retirement Partners
California
$264K +$34.7K +479 +15%

BLV Hedge Fund Activity: Q4 2022 in Review

269 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Bond ETF (BLV) for Q4 2022, worth a combined $4.22B — up 70% from $2.49B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new BLV positions and 26 closed out — a net gain of 23 holders — while 96 added to existing stakes and 91 trimmed.

The largest buyer was Goldman Sachs, opening a new position worth an estimated $65.4M. The largest seller was Karpus Investment Management, cutting an estimated $131M.

  • 269 institutional investors held Vanguard Long-Term Bond ETF (BLV) as of Q4 2022, up from 250 in Q3 2022.
  • Funds reported $4.22B of Vanguard Long-Term Bond ETF stock for Q4 2022, up 70% quarter-over-quarter.
  • 49 funds opened new Vanguard Long-Term Bond ETF positions in Q4 2022 and 26 closed out, a net change of +23 holders.
  • The largest Vanguard Long-Term Bond ETF buyer in Q4 2022 was Goldman Sachs, an estimated $65.4M added.
  • The largest Vanguard Long-Term Bond ETF seller in Q4 2022 was Karpus Investment Management, an estimated $131M sold.

Based on aggregated 13F filings for Q4 2022.