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Vanguard Long-Term Bond ETF

362 hedge funds and large institutions have $3.19B invested in Vanguard Long-Term Bond ETF in 2024 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 170 increasing their positions, 102 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 102

11% more call options, than puts

Call options by funds: $1.44M | Put options by funds: $1.29M

7% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 44

1% less funds holding

Funds holding: 365362 (-3)

9.36% less ownership

Funds ownership: 64.96%55.61% (-9.4%)

21% less capital invested

Capital invested by funds: $4.04B → $3.19B (-$852M)

35% less funds holding in top 10

Funds holding in top 10: 2315 (-8)

Holders
362
Holders Change
-3
Holders Change %
-0.82%
% of All Funds
5.21%
Holding in Top 10
15
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-34.78%
% of All Funds
0.22%
New
47
Increased
170
Reduced
102
Closed
44
Calls
$1.44M
Puts
$1.29M
Net Calls
+$144K
Net Calls Change
+$1.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Corient Private Wealth
201
Corient Private Wealth
Florida
$577K +$73.2K +1,015 +15%
WFA
202
WMG Financial Advisors
Tennessee
$573K +$9.02K +125 +2%
FA
203
FSA Advisors
Michigan
$573K +$37.3K +517 +7%
SRA
204
Secured Retirement Advisors
Minnesota
$572K +$111K +1,539 +24%
CIBC World Market
205
CIBC World Market
Ontario, Canada
$554K +$39.7K +550 +8%
AC
206
Addison Capital
Pennsylvania
$541K -$79.4K -1,101 -13%
Qube Research & Technologies (QRT)
207
Qube Research & Technologies (QRT)
United Kingdom
$538K +$65.7K +911 +14%
SFS
208
Security Financial Services
Indiana
$526K +$13.4K +186 +3%
NSIM
209
North Star Investment Management
Illinois
$513K +$113K +1,570 +28%
GFPC
210
Global Financial Private Client
Florida
$506K -$201K -2,783 -28%
KA
211
Kovack Advisors
Florida
$500K +$9.45K +131 +2%
NS
212
NBC Securities
Alabama
$492K +$81.7K +1,132 +20%
BEI
213
Benjamin Edwards Inc
Missouri
$491K -$14.4K -200 -3%
MC
214
Montag & Caldwell
Georgia
$485K +$150K +2,082 +45%
ASN
215
Advisory Services Network
Georgia
$483K +$121K +1,674 +33%
LWM
216
LongView Wealth Management
Georgia
$475K +$43.2K +599 +10%
RFC
217
Regions Financial Corp
Alabama
$471K -$81.2K -1,126 -15%
KWA
218
Kellett Wealth Advisors
Ohio
$456K +$455K +6,305 New
WHG
219
Westwood Holdings Group
Texas
$452K +$451K +6,254 New
IGWM
220
ICA Group Wealth Management
Colorado
$429K +$2.6K +36 +0.6%
WJWM
221
Williams Jones Wealth Management
New York
$417K +$416K +5,761 New
BFO
222
Boston Family Office
Massachusetts
$414K
RIM
223
Redwood Investment Management
Arizona
$407K -$37.2K -516 -8%
KFS
224
Kelly Financial Services
Massachusetts
$405K -$13.1K -181 -3%
FFWA
225
Forthright Family Wealth Advisory
Texas
$401K +$400K +5,541 New

BLV Hedge Fund Activity: Q1 2024 in Review

362 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Bond ETF (BLV) for Q1 2024, worth a combined $3.19B — down 21% from $4.04B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new BLV positions and 44 closed out — a net gain of 3 holders — while 170 added to existing stakes and 102 trimmed.

The largest buyer was Greystone Financial Group, adding an estimated $20.3M. The largest seller was Wells Fargo, cutting an estimated $373M.

  • 362 institutional investors held Vanguard Long-Term Bond ETF (BLV) as of Q1 2024, down from 365 in Q4 2023.
  • Funds reported $3.19B of Vanguard Long-Term Bond ETF stock for Q1 2024, down 21% quarter-over-quarter.
  • 47 funds opened new Vanguard Long-Term Bond ETF positions in Q1 2024 and 44 closed out, a net change of +3 holders.
  • The largest Vanguard Long-Term Bond ETF buyer in Q1 2024 was Greystone Financial Group, an estimated $20.3M added.
  • The largest Vanguard Long-Term Bond ETF seller in Q1 2024 was Wells Fargo, an estimated $373M sold.

Based on aggregated 13F filings for Q1 2024.