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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
BFEC
201
Benjamin F. Edwards & Company
Missouri
$75K +$3.6K +36 +5%
FFA
202
Founders Financial Alliance
North Carolina
$67K +$12.5K +125 +24%
SIS
203
Sound Income Strategies
Florida
$65K +$400 +4 +0.6%
FCA
204
FinTrust Capital Advisors
South Carolina
$63K -$14.1K -141 -19%
CYG
205
Clean Yield Group
Vermont
$60K +$58.2K +582 New
BAM
206
Baldrige Asset Management
Pennsylvania
$57K +$55.2K +552 New
FA
207
Fortis Advisors
Pennsylvania
$55K +$53.5K +535 New
IBOK
208
Independence Bank of Kentucky
Kentucky
$51K +$10K +100 +26%
Bank of Montreal
209
Bank of Montreal
Ontario, Canada
$49K -$47.4K -474 -50%
BlackRock
210
BlackRock
New York
$41K -$200 -2 -0.5%
TPCW
211
TD Private Client Wealth
New York
$39.3K -$800 -8 -2%
PP
212
PrairieView Partners
Minnesota
$34K
ACA
213
Aptus Capital Advisors
Alabama
$33K +$32.2K +322 New
CB
214
CNB Bank
Pennsylvania
$32K +$31.5K +315 New
CT
215
Caldwell Trust
Florida
$30.9K
William Blair & Company
216
William Blair & Company
Illinois
$29K -$1.8K -18 -6%
RFA
217
Reilly Financial Advisors
California
$29K
CAL
218
Capital Analysts LLC
Pennsylvania
$29K +$28.1K +281 New
MA
219
Montag & Associates
Georgia
$28K -$29K -290 -52%
RIM
220
Rockbridge Investment Management
New York
$21K
LSA
221
Lion Street Advisors
Texas
$20.6K +$20K +200 New
SCA
222
Stonebridge Capital Advisors
Minnesota
$20K +$10K +100 +100%
FBT
223
First Bank & Trust
South Dakota
$18K
MAM
224
Meeder Asset Management
Ohio
$18K +$6.8K +68 +64%
CDIA
225
Capital Directions Investment Advisors
Georgia
$17K +$17.1K +171 New

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.