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Vanguard Long-Term Bond ETF

367 hedge funds and large institutions have $2.96B invested in Vanguard Long-Term Bond ETF in 2024 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 160 increasing their positions, 114 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 114

25% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 36

1% more funds holding

Funds holding: 362367 (+5)

0.59% less ownership

Funds ownership: 55.61%55.01% (-0.59%)

7% less funds holding in top 10

Funds holding in top 10: 1514 (-1)

7% less capital invested

Capital invested by funds: $3.19B → $2.96B (-$224M)

60% less call options, than puts

Call options by funds: $1.99M | Put options by funds: $4.96M

Holders
367
Holders Change
+5
Holders Change %
+1.38%
% of All Funds
5.3%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.2%
New
45
Increased
160
Reduced
114
Closed
36
Calls
$1.99M
Puts
$4.96M
Net Calls
-$2.97M
Net Calls Change
-$3.11M
Name Holding Trade Value Shares
Change
Change in
Stake
PFS
201
Prospera Financial Services
Texas
$497K +$495K +7,066 New
KA
202
Kovack Advisors
Florida
$495K +$8.4K +120 +2%
AC
203
Addison Capital
Pennsylvania
$480K -$45.7K -653 -9%
CSB
204
City State Bank
Iowa
$463K +$288K +4,120 +167%
BEI
205
Benjamin Edwards Inc
Missouri
$462K -$15.4K -220 -3%
NS
206
NBC Securities
Alabama
$461K -$17.8K -254 -4%
RFC
207
Regions Financial Corp
Alabama
$458K
LWM
208
LongView Wealth Management
Georgia
$455K -$6.37K -91 -1%
ACP
209
Aveo Capital Partners
Colorado
$454K +$53.8K +768 +13%
Jones Financial Companies
210
Jones Financial Companies
Missouri
$439K +$216K +3,080 +97%
LFA
211
Level Financial Advisors
New York
$436K +$434K +6,197 New
GRP
212
Global Retirement Partners
California
$421K +$53.5K +764 +15%
KFS
213
Kelly Financial Services
Massachusetts
$410K +$16.5K +236 +4%
ASN
214
Advisory Services Network
Georgia
$406K -$63.7K -910 -14%
WHG
215
Westwood Holdings Group
Texas
$404K -$35.7K -510 -8%
RFP
216
RCS Financial Planning
Maryland
$403K -$1.24M -17,647 -75%
FFWA
217
Forthright Family Wealth Advisory
Texas
$388K -$1.75K -25 -0.5%
KPWS
218
Kestra Private Wealth Services
Texas
$380K +$5.53K +79 +1%
Qube Research & Technologies (QRT)
219
Qube Research & Technologies (QRT)
United Kingdom
$375K -$147K -2,106 -28%
I
220
INVST
Indiana
$374K +$89.3K +1,275 +31%
LIA
221
LifePlan Investment Advisors
North Carolina
$372K +$64.3K +918 +21%
SWG
222
Summit Wealth Group
Vermont
$370K +$368K +5,258 New
AAS
223
Ameritas Advisory Services
Nebraska
$368K -$13.9K -198 -4%
BAM
224
Belpointe Asset Management
Nevada
$361K +$360K +5,140 New
IAN
225
Integrated Advisors Network
Texas
$360K +$65K +928 +22%

BLV Hedge Fund Activity: Q2 2024 in Review

367 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Bond ETF (BLV) for Q2 2024, worth a combined $2.96B — down 7% from $3.19B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new BLV positions and 36 closed out — a net gain of 9 holders — while 160 added to existing stakes and 114 trimmed.

The largest buyer was Koss-Olinger Consulting, opening a new position worth an estimated $46.2M. The largest seller was Wells Fargo, cutting an estimated $34.2M.

  • 367 institutional investors held Vanguard Long-Term Bond ETF (BLV) as of Q2 2024, up from 362 in Q1 2024.
  • Funds reported $2.96B of Vanguard Long-Term Bond ETF stock for Q2 2024, down 7% quarter-over-quarter.
  • 45 funds opened new Vanguard Long-Term Bond ETF positions in Q2 2024 and 36 closed out, a net change of +9 holders.
  • The largest Vanguard Long-Term Bond ETF buyer in Q2 2024 was Koss-Olinger Consulting, an estimated $46.2M added.
  • The largest Vanguard Long-Term Bond ETF seller in Q2 2024 was Wells Fargo, an estimated $34.2M sold.

Based on aggregated 13F filings for Q2 2024.