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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
SPIA
201
Steward Partners Investment Advisory
New York
$77K -$45.7K -435 -37%
JP Morgan Chase
202
JP Morgan Chase
New York
$77K +$69.7K +664 +781%
FFA
203
Founders Financial Alliance
North Carolina
$66K
SIS
204
Sound Income Strategies
Florida
$65K +$315 +3 +0.5%
CYG
205
Clean Yield Group
Vermont
$60K
BAM
206
Baldrige Asset Management
Pennsylvania
$56K
IBOK
207
Independence Bank of Kentucky
Kentucky
$55K +$5.25K +50 +10%
FCA
208
FinTrust Capital Advisors
South Carolina
$53K -$9.45K -90 -15%
LWANC
209
Laurel Wealth Advisors (North Carolina)
North Carolina
$44K +$44.7K +426 New
CCM
210
Covington Capital Management
California
$39K +$39.6K +377 New
TPCW
211
TD Private Client Wealth
New York
$38.8K -$210 -2 -0.5%
AA
212
Ancora Advisors
Ohio
$35K +$35.3K +336 +4,200%
PP
213
PrairieView Partners
Minnesota
$34K
ACA
214
Aptus Capital Advisors
Alabama
$33K
CB
215
CNB Bank
Pennsylvania
$31K -$1.47K -14 -4%
CT
216
Caldwell Trust
Florida
$30.7K
ACA
217
Atlas Capital Advisors
Wyoming
$30.5K +$31.3K +298 New
RFA
218
Reilly Financial Advisors
California
$29K
William Blair & Company
219
William Blair & Company
Illinois
$29K
RIM
220
Rockbridge Investment Management
New York
$21K
CDIA
221
Capital Directions Investment Advisors
Georgia
$18K
FBT
222
First Bank & Trust
South Dakota
$18K
MAM
223
Meeder Asset Management
Ohio
$17K -$1.26K -12 -7%
Bank of Montreal
224
Bank of Montreal
Ontario, Canada
$15K -$35.7K -340 -71%
FCMT
225
Founders Capital Management (Texas)
Texas
$15K

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.