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Vanguard Long-Term Bond ETF

269 hedge funds and large institutions have $4.22B invested in Vanguard Long-Term Bond ETF in 2022 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 96 increasing their positions, 91 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 26

70% more capital invested

Capital invested by funds: $2.49B → $4.22B (+$1.73B)

8% more funds holding

Funds holding: 250269 (+19)

5% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 91

0.16% more ownership

Funds ownership: 61.75%61.9% (+0.16%)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

54% less call options, than puts

Call options by funds: $1.15M | Put options by funds: $2.48M

Holders
269
Holders Change
+19
Holders Change %
+7.6%
% of All Funds
4.32%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
49
Increased
96
Reduced
91
Closed
26
Calls
$1.15M
Puts
$2.48M
Net Calls
-$1.33M
Net Calls Change
-$2.4M
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
176
Ameritas Advisory Services
Nebraska
$254K +$254K +3,513 New
EFS
177
Econ Financial Services
Pennsylvania
$253K -$145 -2 -0.1%
BS
178
Boenning & Scattergood
Pennsylvania
$253K +$200K +2,758 New
WIA
179
World Investment Advisors
California
$252K -$16.7K -231 -6%
WAM
180
Walker Asset Management
Missouri
$246K
CA
181
Continuum Advisory
Idaho
$242K +$18K +248 +8%
IAN
182
Integrated Advisors Network
Texas
$235K -$126K -1,740 -35%
SCA
183
Snowden Capital Advisors
New York
$230K -$40.8K -563 -15%
GWMI
184
Guardian Wealth Management (Illinois)
Illinois
$229K +$103K +1,429 +82%
Creative Planning
185
Creative Planning
Kansas
$227K -$15.1K -208 -6%
ACA
186
Aptus Capital Advisors
Alabama
$210K +$57.7K +797 +38%
UCFA
187
United Capital Financial Advisors
Texas
$207K +$207K +2,854 New
ACP
188
Aveo Capital Partners
Colorado
$207K +$206K +2,852 New
AC
189
Anson Capital
Georgia
$206K -$48.6K -671 -19%
SWM
190
Spire Wealth Management
Virginia
$175K -$12.4K -171 -7%
LFA
191
Level Financial Advisors
New York
$168K +$6.59K +91 +4%
RCM
192
Raleigh Capital Management
North Carolina
$166K -$6.59K -91 -4%
CF
193
Centaurus Financial
California
$148K -$292K -4,036 -66%
AF
194
Allworth Financial
California
$125K -$97.8K -1,351 -44%
HI
195
Harbour Investments
Wisconsin
$119K +$2.24K +31 +2%
ME
196
McIlrath & Eck
Washington
$106K +$106K +1,459 New
FGAM
197
Financial Gravity Asset Management
Texas
$99.7K -$88.6K -1,224 -94%
ASN
198
Advisory Services Network
Georgia
$99.2K +$99.2K +1,370 New
OIA
199
Optimum Investment Advisors
Illinois
$96.6K -$42.1K -581 -30%
BFEC
200
Benjamin F. Edwards & Company
Missouri
$95K -$177K -2,451 -65%

BLV Hedge Fund Activity: Q4 2022 in Review

269 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Bond ETF (BLV) for Q4 2022, worth a combined $4.22B — up 70% from $2.49B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new BLV positions and 26 closed out — a net gain of 23 holders — while 96 added to existing stakes and 91 trimmed.

The largest buyer was Goldman Sachs, opening a new position worth an estimated $65.4M. The largest seller was Karpus Investment Management, cutting an estimated $131M.

  • 269 institutional investors held Vanguard Long-Term Bond ETF (BLV) as of Q4 2022, up from 250 in Q3 2022.
  • Funds reported $4.22B of Vanguard Long-Term Bond ETF stock for Q4 2022, up 70% quarter-over-quarter.
  • 49 funds opened new Vanguard Long-Term Bond ETF positions in Q4 2022 and 26 closed out, a net change of +23 holders.
  • The largest Vanguard Long-Term Bond ETF buyer in Q4 2022 was Goldman Sachs, an estimated $65.4M added.
  • The largest Vanguard Long-Term Bond ETF seller in Q4 2022 was Karpus Investment Management, an estimated $131M sold.

Based on aggregated 13F filings for Q4 2022.