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Vanguard Long-Term Bond ETF

171 hedge funds and large institutions have $2.3B invested in Vanguard Long-Term Bond ETF in 2019 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 78 increasing their positions, 40 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 40

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

14% more capital invested

Capital invested by funds: $2.02B → $2.3B (+$289M)

9% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 23

0.65% more ownership

Funds ownership: 57.73%58.39% (+0.65%)

1% more funds holding

Funds holding: 170171 (+1)

Holders
171
Holders Change
+1
Holders Change %
+0.59%
% of All Funds
3.75%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.15%
New
25
Increased
78
Reduced
40
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCA
176
Cobblestone Capital Advisors
New York
-$1.99M -20,485 Closed
SSG
177
Summit Securities Group
New York
-$485K -5,000 Closed
AWA
178
Alaska Wealth Advisors
Alaska
-$406K -4,401 Closed
FTS
179
Fifth Third Securities
Ohio
-$398K -4,106 Closed
UCFA
180
United Capital Financial Advisors
Texas
-$230K -2,374 Closed
CWP
181
Capital Wealth Planning
Florida
-$206K -2,125 Closed
BUB
182
BBVA USA Bancshares
Texas
-$204K -2,102 Closed
VAS
183
Vestmark Advisory Solutions
Massachusetts
-$203K -2,094 Closed
CWA
184
Clarus Wealth Advisors
Arizona
-$126K -1,301 Closed
MWM
185
Meridian Wealth Management
Kentucky
-$1.09K -1,121 Closed
SIM
186
Sonora Investment Management
Arizona
-$12K -125 Closed
FWM
187
Focused Wealth Management
New York
-$8K -82 Closed
HR
188
Howe & Rusling
New York
-$7K -75 Closed
AWM
189
AllSquare Wealth Management
New York
-$6K -57 Closed
S
190
SignatureFD
Georgia
-$3K -36 Closed
HGWM
191
Harvest Group Wealth Management
Massachusetts
-$1K -16 Closed
OIA
192
OneDigital Investment Advisors
Kansas
-$1K -15 Closed
EWM
193
Executive Wealth Management
Michigan
-$1K -7 Closed
AssetMark Inc
194
AssetMark Inc
California
+$301 +3 New

BLV Hedge Fund Activity: Q3 2019 in Review

171 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Bond ETF (BLV) for Q3 2019, worth a combined $2.3B — up 14% from $2.02B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new BLV positions and 23 closed out — a net gain of 2 holders — while 78 added to existing stakes and 40 trimmed.

The largest buyer was Ameriprise, adding an estimated $101M. The largest seller was Jane Street, cutting an estimated $22.2M.

  • 171 institutional investors held Vanguard Long-Term Bond ETF (BLV) as of Q3 2019, up from 170 in Q2 2019.
  • Funds reported $2.3B of Vanguard Long-Term Bond ETF stock for Q3 2019, up 14% quarter-over-quarter.
  • 25 funds opened new Vanguard Long-Term Bond ETF positions in Q3 2019 and 23 closed out, a net change of +2 holders.
  • The largest Vanguard Long-Term Bond ETF buyer in Q3 2019 was Ameriprise, an estimated $101M added.
  • The largest Vanguard Long-Term Bond ETF seller in Q3 2019 was Jane Street, an estimated $22.2M sold.

Based on aggregated 13F filings for Q3 2019.