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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
SPIA
201
Steward Partners Investment Advisory
New York
$78K +$12.4K +130 +18%
SWM
202
Selective Wealth Management
Virginia
$70K +$52.7K +553 +265%
SAM
203
Strategic Asset Management
Minnesota
$69K -$150K -1,572 -68%
GLLW
204
Graves Light Lenhart Wealth
Virginia
$65K
HWMA
205
Heritage Wealth Management (Arizona)
Arizona
$61K +$63.3K +664 New
FFA
206
Founders Financial Alliance
North Carolina
$60K
FAG
207
Fortitude Advisory Group
Washington
$59K
Carson Wealth (CWM LLC)
208
Carson Wealth (CWM LLC)
Nebraska
$54K -$95 -1 -0.2%
CYG
209
Clean Yield Group
Vermont
$53K
BAM
210
Baldrige Asset Management
Pennsylvania
$51K
CAAS
211
Capital Asset Advisory Services
Michigan
$50K -$286 -3 -0.5%
ACA
212
Aptus Capital Advisors
Alabama
$46K -$36.5K -383 -43%
NFSG
213
Newbridge Financial Services Group
Florida
$41K +$42.1K +441 +4,900%
RWA
214
RGT Wealth Advisors
Texas
$39K -$745K -7,816 -95%
GWM
215
Geneos Wealth Management
Colorado
$30K -$36.8K -386 -54%
PP
216
PrairieView Partners
Minnesota
$30K
JHCP
217
Jackson Hole Capital Partners
Oklahoma
$30K +$31.7K +332 New
FGAM
218
Financial Gravity Asset Management
Texas
$28.3K -$107K -1,125 -40%
JPLA
219
Joseph P. Lucia & Associates
New York
$27K +$28.1K +295 New
TPCW
220
TD Private Client Wealth
New York
$26.8K -$9.25K -97 -25%
William Blair & Company
221
William Blair & Company
Illinois
$25K -$37.4K -392 -59%
SIS
222
Sound Income Strategies
Florida
$25K -$35.2K -369 -58%
RCM
223
Regency Capital Management
Hawaii
$24K
FHA
224
First Horizon Advisors
Tennessee
$23K -$2.08M -21,848 -99%
PFS
225
Prospera Financial Services
Texas
$22K +$23.3K +244 New

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.