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Vanguard Long-Term Bond ETF

253 hedge funds and large institutions have $3.55B invested in Vanguard Long-Term Bond ETF in 2021 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 105 increasing their positions, 76 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

263% more call options, than puts

Call options by funds: $2.78M | Put options by funds: $766K

56% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 25

38% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 76

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

8% more capital invested

Capital invested by funds: $3.29B → $3.55B (+$262M)

4% more funds holding

Funds holding: 243253 (+10)

2.85% less ownership

Funds ownership: 65.7%62.85% (-2.8%)

Holders
253
Holders Change
+10
Holders Change %
+4.12%
% of All Funds
4.4%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
39
Increased
105
Reduced
76
Closed
25
Calls
$2.78M
Puts
$766K
Net Calls
+$2.02M
Net Calls Change
-$702K
Name Holding Trade Value Shares
Change
Change in
Stake
CAWM
176
Capital Advisors Wealth Management
Washington
$214K -$13K -130 -6%
RT
177
Rockland Trust
Massachusetts
$212K +$206K +2,062 New
MSFS
178
Main Street Financial Solutions
Pennsylvania
$211K -$167K -1,675 -45%
IFG
179
Independent Financial Group
California
$209K +$202K +2,025 New
KWM
180
Kingsview Wealth Management
Oregon
$207K -$54.4K -544 -21%
NAG
181
Northstar Advisory Group
New Jersey
$206K +$200K +2,000 New
PCG
182
Private Capital Group
Connecticut
$191K -$20.7K -207 -10%
FI
183
FormulaFolio Investments
Michigan
$191K -$15.2K -152 -8%
Fidelity Investments
184
Fidelity Investments
Massachusetts
$177K -$23.9K -239 -12%
GRP
185
Global Retirement Partners
California
$174K -$3.8K -38 -2%
AWA
186
Arkadios Wealth Advisors
Georgia
$165K +$3.5K +35 +2%
APA
187
American Portfolios Advisors
New York
$164K -$99.8K -998 -38%
RDFA
188
Ritter Daniher Financial Advisory
Ohio
$147K +$143K +1,430 New
PFGIA
189
Patriot Financial Group Insurance Agency
Massachusetts
$145K +$7.5K +75 +6%
LWM
190
Liberty Wealth Management
California
$142K +$6.6K +66 +5%
SPIA
191
Steward Partners Investment Advisory
New York
$122K -$379K -3,794 -76%
Fifth Third Bancorp
192
Fifth Third Bancorp
Ohio
$121K -$126K -1,264 -52%
BAM
193
Belpointe Asset Management
Nevada
$106K +$103K +1,030 New
FGAM
194
Financial Gravity Asset Management
Texas
$103K -$3.2K -32 -10%
ASN
195
Advisory Services Network
Georgia
$96K +$93K +930 New
CAAS
196
Capital Asset Advisory Services
Michigan
$91K -$3K -30 -3%
JPLA
197
Joseph P. Lucia & Associates
New York
$90K
Carson Wealth (CWM LLC)
198
Carson Wealth (CWM LLC)
Nebraska
$80K
GWM
199
Geneos Wealth Management
Colorado
$77K -$51.9K -519 -41%
IA
200
IFP Advisors
Florida
$75K -$34.9K -349 -32%

BLV Hedge Fund Activity: Q2 2021 in Review

253 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Bond ETF (BLV) for Q2 2021, worth a combined $3.55B — up 7.9% from $3.29B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new BLV positions and 25 closed out — a net gain of 14 holders — while 105 added to existing stakes and 76 trimmed.

The largest buyer was Lincoln National Corp, adding an estimated $110M. The largest seller was Jane Street, cutting an estimated $29.8M.

  • 253 institutional investors held Vanguard Long-Term Bond ETF (BLV) as of Q2 2021, up from 243 in Q1 2021.
  • Funds reported $3.55B of Vanguard Long-Term Bond ETF stock for Q2 2021, up 7.9% quarter-over-quarter.
  • 39 funds opened new Vanguard Long-Term Bond ETF positions in Q2 2021 and 25 closed out, a net change of +14 holders.
  • The largest Vanguard Long-Term Bond ETF buyer in Q2 2021 was Lincoln National Corp, an estimated $110M added.
  • The largest Vanguard Long-Term Bond ETF seller in Q2 2021 was Jane Street, an estimated $29.8M sold.

Based on aggregated 13F filings for Q2 2021.