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Vanguard Long-Term Bond ETF

257 hedge funds and large institutions have $3.9B invested in Vanguard Long-Term Bond ETF in 2021 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 121 increasing their positions, 66 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,087% more call options, than puts

Call options by funds: $3.27M | Put options by funds: $276K

83% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 66

36% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 25

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

10% more capital invested

Capital invested by funds: $3.55B → $3.9B (+$352M)

2.33% more ownership

Funds ownership: 62.85%65.18% (+2.3%)

2% more funds holding

Funds holding: 253257 (+4)

Holders
257
Holders Change
+4
Holders Change %
+1.58%
% of All Funds
4.5%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.16%
New
34
Increased
121
Reduced
66
Closed
25
Calls
$3.27M
Puts
$276K
Net Calls
+$3M
Net Calls Change
+$983K
Name Holding Trade Value Shares
Change
Change in
Stake
TFS
176
Thoroughbred Financial Services
Tennessee
$222K +$228K +2,169 New
PIC
177
Platt Investment Counsel
Florida
$221K
SWP
178
Stratos Wealth Partners
Ohio
$219K -$4.2K -40 -2%
IFG
179
Independent Financial Group
California
$215K +$8.08K +77 +4%
ATPW
180
Ashton Thomas Private Wealth
Arizona
$213K +$219K +2,086 New
PCG
181
Private Capital Group
Connecticut
$206K +$16.4K +156 +8%
SAM
182
Strategic Asset Management
Minnesota
$203K +$209K +1,996 New
COCM
183
Charter Oak Capital Management
New Hampshire
$202K -$54.1K -515 -21%
AWM
184
Accurate Wealth Management
Florida
$202K +$205K +1,957 New
FCH
185
Freestone Capital Holdings
Washington
$202K +$208K +1,978 New
WF
186
Williams Financial
Vermont
$200K +$205K +1,950 New
GRP
187
Global Retirement Partners
California
$180K +$7.14K +68 +4%
AWA
188
Arkadios Wealth Advisors
Georgia
$154K -$9.87K -94 -6%
FA
189
Fortis Advisors
Pennsylvania
$149K +$97.1K +925 +173%
RDFA
190
Ritter Daniher Financial Advisory
Ohio
$146K
PFGIA
191
Patriot Financial Group Insurance Agency
Massachusetts
$141K -$3.36K -32 -2%
CAL
192
Capital Analysts LLC
Pennsylvania
$137K +$111K +1,061 +378%
Fifth Third Bancorp
193
Fifth Third Bancorp
Ohio
$136K +$16.3K +155 +13%
FGAM
194
Financial Gravity Asset Management
Texas
$102K -$105 -1 -0.4%
APA
195
American Portfolios Advisors
New York
$98.6K -$66.3K -632 -40%
CAAS
196
Capital Asset Advisory Services
Michigan
$92K +$1.36K +13 +1%
JPLA
197
Joseph P. Lucia & Associates
New York
$90K
BFEC
198
Benjamin F. Edwards & Company
Missouri
$82K +$8.4K +80 +11%
IA
199
IFP Advisors
Florida
$81K +$1.57K +15 +2%
GWM
200
Geneos Wealth Management
Colorado
$81K +$4.51K +43 +6%

BLV Hedge Fund Activity: Q3 2021 in Review

257 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Bond ETF (BLV) for Q3 2021, worth a combined $3.9B — up 9.9% from $3.55B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new BLV positions and 25 closed out — a net gain of 9 holders — while 121 added to existing stakes and 66 trimmed.

The largest buyer was Exchange Traded Concepts, opening a new position worth an estimated $199M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $45.5M sold.

  • 257 institutional investors held Vanguard Long-Term Bond ETF (BLV) as of Q3 2021, up from 253 in Q2 2021.
  • Funds reported $3.9B of Vanguard Long-Term Bond ETF stock for Q3 2021, up 9.9% quarter-over-quarter.
  • 34 funds opened new Vanguard Long-Term Bond ETF positions in Q3 2021 and 25 closed out, a net change of +9 holders.
  • The largest Vanguard Long-Term Bond ETF buyer in Q3 2021 was Exchange Traded Concepts, an estimated $199M added.
  • The largest Vanguard Long-Term Bond ETF seller in Q3 2021 was Susquehanna International Group, an estimated $45.5M sold.

Based on aggregated 13F filings for Q3 2021.