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Vanguard Long-Term Bond ETF

262 hedge funds and large institutions have $3.16B invested in Vanguard Long-Term Bond ETF in 2022 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 93 increasing their positions, 102 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more call options, than puts

Call options by funds: $880K | Put options by funds: $403K

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

9% less repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 102

4% less funds holding

Funds holding: 272262 (-10)

4.11% less ownership

Funds ownership: 65.72%61.62% (-4.1%)

18% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 38

22% less capital invested

Capital invested by funds: $4.06B → $3.16B (-$895M)

Holders
262
Holders Change
-10
Holders Change %
-3.68%
% of All Funds
4.13%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
31
Increased
93
Reduced
102
Closed
38
Calls
$880K
Puts
$403K
Net Calls
+$477K
Net Calls Change
-$1.39M
Name Holding Trade Value Shares
Change
Change in
Stake
FIA
176
Foundations Investment Advisors
Arizona
$218K -$495K -5,187 -67%
WB
177
WesBanco Bank
West Virginia
$213K -$45.3K -475 -17%
HNB
178
Huntington National Bank
Ohio
$211K
CBA
179
Coastal Bridge Advisors
Connecticut
$205K -$214K -2,241 -50%
SWP
180
Stratos Wealth Partners
Ohio
$204K -$15.7K -165 -7%
BFA
181
Bluestem Financial Advisors
Illinois
$202K +$1.05K +11 +0.5%
AFP
182
Ausdal Financial Partners
Iowa
$201K -$39.9K -418 -16%
CF
183
Centaurus Financial
California
$199K -$10.2K -107 -5%
PCG
184
Private Capital Group
Connecticut
$197K +$37.8K +396 +23%
GM
185
GeoWealth Management
Illinois
$191K -$93.5K -980 -32%
LFA
186
Level Financial Advisors
New York
$183K +$56.4K +591 +42%
APA
187
American Portfolios Advisors
New York
$180K -$1.11M -11,657 -86%
BFEC
188
Benjamin F. Edwards & Company
Missouri
$170K +$86K +902 +95%
OIA
189
Optimum Investment Advisors
Illinois
$164K -$59.5K -624 -26%
FA
190
Fortis Advisors
Pennsylvania
$163K +$763 +8 +0.5%
PFGIA
191
Patriot Financial Group Insurance Agency
Massachusetts
$151K -$477 -5 -0.3%
GWMI
192
Guardian Wealth Management (Illinois)
Illinois
$149K +$34.1K +358 +28%
BHWM
193
Beaird Harris Wealth Management
Texas
$131K -$111K -1,167 -45%
Fidelity Investments
194
Fidelity Investments
Massachusetts
$124K -$160K -1,679 -55%
FCA
195
FinTrust Capital Advisors
South Carolina
$124K +$79K +828 +159%
CAL
196
Capital Analysts LLC
Pennsylvania
$119K -$4.2K -44 -3%
JP Morgan Chase
197
JP Morgan Chase
New York
$115K +$50.4K +528 +72%
COCM
198
Charter Oak Capital Management
New Hampshire
$99K
IBOK
199
Independence Bank of Kentucky
Kentucky
$85K +$37.2K +390 +72%
Fifth Third Bancorp
200
Fifth Third Bancorp
Ohio
$84K -$18.6K -195 -17%

BLV Hedge Fund Activity: Q1 2022 in Review

262 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Bond ETF (BLV) for Q1 2022, worth a combined $3.16B — down 22% from $4.06B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of BLV and 31 opened new positions — a net loss of 7 holders — while 102 trimmed existing stakes and 93 added.

The largest buyer was Envestnet Asset Management, adding an estimated $145M. The largest seller was Morgan Stanley, cutting an estimated $252M.

  • 262 institutional investors held Vanguard Long-Term Bond ETF (BLV) as of Q1 2022, down from 272 in Q4 2021.
  • Funds reported $3.16B of Vanguard Long-Term Bond ETF stock for Q1 2022, down 22% quarter-over-quarter.
  • 31 funds opened new Vanguard Long-Term Bond ETF positions in Q1 2022 and 38 closed out, a net change of -7 holders.
  • The largest Vanguard Long-Term Bond ETF buyer in Q1 2022 was Envestnet Asset Management, an estimated $145M added.
  • The largest Vanguard Long-Term Bond ETF seller in Q1 2022 was Morgan Stanley, an estimated $252M sold.

Based on aggregated 13F filings for Q1 2022.