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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
AWM
201
Accurate Wealth Management
Florida
$82.5K +$78.9K +1,090 New
RWPA
202
Richard W. Paul & Associates
Michigan
$81.9K +$81.9K +1,131 New
Carson Wealth (CWM LLC)
203
Carson Wealth (CWM LLC)
Nebraska
$80K +$724 +10 +0.9%
FFA
204
Farther Finance Advisors
California
$74.9K +$74.8K +1,034 New
Fifth Third Bancorp
205
Fifth Third Bancorp
Ohio
$73.9K -$29.6K -409 -29%
CS
206
Comerica Securities
Michigan
$70.4K +$70.4K +972 New
MCC
207
Money Concepts Capital
Florida
$64.9K +$21.9K +303 +51%
FA
208
Fortis Advisors
Pennsylvania
$61.3K -$69.8K -964 -53%
GM
209
GeoWealth Management
Illinois
$51K -$168K -2,323 -77%
RBC
210
Romano Brothers & Co
Illinois
$46K +$46K +635 New
SPIA
211
Steward Partners Investment Advisory
New York
$44.9K -$17.4K -240 -28%
PFM
212
Phillips Financial Management
Indiana
$41.7K +$18.1K +250 +77%
FFA
213
Founders Financial Alliance
North Carolina
$38K
BHWM
214
Beaird Harris Wealth Management
Texas
$36.4K -$434 -6 -1%
CDIA
215
Capital Directions Investment Advisors
Georgia
$36.1K +$36K +498 New
GEA
216
Glen Eagle Advisors
New Jersey
$29.8K +$29.8K +411 New
GIA
217
GHP Investment Advisors
Colorado
$29.5K +$29.5K +407 New
FCA
218
FinTrust Capital Advisors
South Carolina
$29.4K
BAM
219
Belpointe Asset Management
Nevada
$26.6K +$26.6K +367 New
NFSG
220
Newbridge Financial Services Group
Florida
$24.3K
JHCP
221
Jackson Hole Capital Partners
Oklahoma
$24.1K
GWANC
222
Guardian Wealth Advisors (North Carolina)
North Carolina
$23.3K
S
223
SignatureFD
Georgia
$23.2K +$23.2K +320 New
PP
224
PrairieView Partners
Minnesota
$23K
CT
225
Colonial Trust
South Carolina
$22.7K +$22.7K +313 New

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.