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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
BAWM
151
Bennett Associates Wealth Management
Pennsylvania
$955K +$48.1K +687 +5%
HighTower Advisors
152
HighTower Advisors
Illinois
$944K +$28.7K +410 +3%
OWA
153
Outlook Wealth Advisors
Texas
$921K
HI
154
Human Investing
Oregon
$914K +$6.37K +91 +0.7%
MW
155
Maia Wealth
Colorado
$913K +$897K +12,807 New
GSIAS
156
Garden State Investment Advisory Services
New Jersey
$902K +$26.8K +383 +3%
TFA
157
Tranquilli Financial Advisor
New Jersey
$898K -$560K -8,001 -38%
IWP
158
Invenio Wealth Partners
Florida
$893K +$136K +1,943 +18%
DP
159
Dearborn Partners
Illinois
$882K -$118K -1,684 -12%
RA
160
RFG Advisory
Alabama
$860K +$71.4K +1,020 +9%
SC
161
Scotia Capital
Ontario, Canada
$843K -$23.7K -338 -3%
CL
162
Choreo LLC
Illinois
$838K +$848K +12,116 New
Susquehanna International Group
163
Susquehanna International Group
Pennsylvania
$834K +$258K +3,684 +45%
Focus Partners Wealth
164
Focus Partners Wealth
Massachusetts
$830K +$827K +11,808 New
SF
165
Synovus Financial
Georgia
$820K +$207K +2,953 +34%
CIA
166
Capital Investment Advisors
Georgia
$819K -$47.1K -673 -5%
PS
167
Principal Securities
Iowa
$802K +$18.4K +263 +2%
GWMIA
168
Global Wealth Management Investment Advisory
Florida
$784K -$28.1K -401 -3%
BOM
169
Bank of Marin
California
$772K +$51.6K +737 +7%
IF
170
Intrua Financial
Texas
$767K -$225K -3,214 -23%
GWM
171
Geneos Wealth Management
Colorado
$761K +$43.6K +623 +6%
SIMG
172
Sonora Investment Management Group
Arizona
$750K
NP
173
Nilsine Partners
Colorado
$742K +$155K +2,212 +27%
SIA
174
Soltis Investment Advisors
Utah
$741K +$154K +2,206 +26%
SCM
175
Stordahl Capital Management
Colorado
$731K

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.