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Vanguard Long-Term Bond ETF

211 hedge funds and large institutions have $2.89B invested in Vanguard Long-Term Bond ETF in 2019 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 95 increasing their positions, 37 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

375% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 12

157% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 37

25% more capital invested

Capital invested by funds: $2.3B → $2.89B (+$583M)

23% more funds holding

Funds holding: 171211 (+40)

9.79% more ownership

Funds ownership: 58.39%68.17% (+9.8%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

Holders
211
Holders Change
+40
Holders Change %
+23.39%
% of All Funds
4.16%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
57
Increased
95
Reduced
37
Closed
12
Calls
$1.45M
Puts
Net Calls
+$1.45M
Net Calls Change
+$1.45M
Name Holding Trade Value Shares
Change
Change in
Stake
William Blair & Company
176
William Blair & Company
Illinois
$45K +$27.7K +273 +153%
BlackRock
177
BlackRock
New York
$35K +$5.17K +51 +17%
JFA
178
JNBA Financial Advisors
Minnesota
$34K +$30.8K +304 +869%
PA
179
Parallel Advisors
California
$31K
BRC
180
Bell Rock Capital
Delaware
$31K +$203 +2 +0.7%
PFGIA
181
Patriot Financial Group Insurance Agency
Massachusetts
$31K +$24.7K +244 +407%
CT
182
Caldwell Trust
Florida
$30.1K +$30.4K +300 New
TCOV
183
Trust Company of Vermont
Vermont
$29K +$29.6K +292 New
ACA
184
Aptus Capital Advisors
Alabama
$29K +$32.6K +322 New
RFA
185
Reilly Financial Advisors
California
$28K
VFA
186
Valeo Financial Advisors
Indiana
$25K +$24.6K +243 +12,150%
IBOK
187
Independence Bank of Kentucky
Kentucky
$23K
SFSG
188
Stearns Financial Services Group
North Carolina
$23K
GI
189
Gradient Investments
Minnesota
$19K +$19K +188 New
IFWM
190
Institute for Wealth Management
Colorado
$19K +$19.6K +193 New
FBT
191
First Bank & Trust
South Dakota
$18K
FCMT
192
Founders Capital Management (Texas)
Texas
$15K
LFG
193
LifePlan Financial Group
Ohio
$13K +$101 +1 +0.8%
AIP
194
Ameritas Investment Partners
Nebraska
$11K
MAM
195
Meeder Asset Management
Ohio
$11K +$11.1K +110 New
SF
196
Synovus Financial
Georgia
$9K +$8.81K +87 New
WQ
197
Wealth Quarterback
New Jersey
$8.04K +$8.1K +80 New
VRM
198
Vectors Research Management
New York
$6K
PB
199
Pinnacle Bancorp
Nebraska
$5K
JCM
200
Jacobi Capital Management
Pennsylvania
$4K

BLV Hedge Fund Activity: Q4 2019 in Review

211 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Bond ETF (BLV) for Q4 2019, worth a combined $2.89B — up 25% from $2.3B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new BLV positions and 12 closed out — a net gain of 45 holders — while 95 added to existing stakes and 37 trimmed.

The largest buyer was M&T Bank, adding an estimated $418M. The largest seller was Jane Street, cutting an estimated $26.4M.

  • 211 institutional investors held Vanguard Long-Term Bond ETF (BLV) as of Q4 2019, up from 171 in Q3 2019.
  • Funds reported $2.89B of Vanguard Long-Term Bond ETF stock for Q4 2019, up 25% quarter-over-quarter.
  • 57 funds opened new Vanguard Long-Term Bond ETF positions in Q4 2019 and 12 closed out, a net change of +45 holders.
  • The largest Vanguard Long-Term Bond ETF buyer in Q4 2019 was M&T Bank, an estimated $418M added.
  • The largest Vanguard Long-Term Bond ETF seller in Q4 2019 was Jane Street, an estimated $26.4M sold.

Based on aggregated 13F filings for Q4 2019.