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Vanguard Long-Term Bond ETF

376 hedge funds and large institutions have $3.19B invested in Vanguard Long-Term Bond ETF in 2024 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 160 increasing their positions, 123 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 42

30% more repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 123

3% more funds holding

Funds holding: 364376 (+12)

0% more funds holding in top 10

Funds holding in top 10: 1616 (0)

4% less capital invested

Capital invested by funds: $3.31B → $3.19B (-$121M)

1.57% less ownership

Funds ownership: 53.84%52.27% (-1.6%)

40% less call options, than puts

Call options by funds: $1.16M | Put options by funds: $1.93M

Holders
376
Holders Change
+12
Holders Change %
+3.3%
% of All Funds
4.95%
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.21%
New
60
Increased
160
Reduced
123
Closed
42
Calls
$1.16M
Puts
$1.93M
Net Calls
-$773K
Net Calls Change
+$9.02M
Name Holding Trade Value Shares
Change
Change in
Stake
AFG
201
Atomi Financial Group
New York
$610K +$636K +8,914 New
CL
202
Choreo LLC
Illinois
$598K -$643K -9,012 -51%
OC
203
Oppenheimer & Co
New York
$593K -$1.03M -14,429 -62%
DWM
204
Darwin Wealth Management
Florida
$592K -$27.2K -381 -4%
HA
205
Hanover Advisors
South Carolina
$586K -$115K -1,609 -16%
LWM
206
Luminvest Wealth Management
Arizona
$575K +$7.5K +105 +1%
I
207
INVST
Indiana
$574K +$23.1K +323 +4%
AWM
208
Avior Wealth Management
Nebraska
$565K +$456K +6,390 +343%
NSIM
209
North Star Investment Management
Illinois
$565K +$6.57K +92 +1%
ASN
210
Advisory Services Network
Georgia
$555K +$167K +2,337 +40%
LIA
211
LifePlan Investment Advisors
North Carolina
$552K +$107K +1,502 +23%
MWM
212
Mascagni Wealth Management
Mississippi
$547K +$554K +7,761 New
GFPC
213
Global Financial Private Client
Florida
$546K +$59.3K +831 +12%
MW
214
Marcum Wealth
Ohio
$545K -$15.5K -217 -3%
CAPTRUST Financial Advisors
215
CAPTRUST Financial Advisors
North Carolina
$545K -$79.3K -1,111 -12%
GRP
216
Global Retirement Partners
California
$524K +$105K +1,474 +24%
SFS
217
Security Financial Services
Indiana
$523K -$4.21K -59 -0.8%
IBOK
218
Independence Bank of Kentucky
Kentucky
$519K -$438K -6,134 -45%
AFP
219
Ausdal Financial Partners
Iowa
$519K -$22.2K -311 -4%
KA
220
Kovack Advisors
Florida
$518K +$17.3K +242 +3%
ACP
221
Aveo Capital Partners
Colorado
$518K -$21.8K -306 -4%
SIA
222
Soltis Investment Advisors
Utah
$510K +$26.3K +368 +5%
WEG
223
World Equity Group
Illinois
$506K +$528K +7,396 New
SF
224
Synovus Financial
Georgia
$503K -$1.21M -16,970 -70%
AF
225
Advisornet Financial
Minnesota
$492K +$172K +2,409 +50%

BLV Hedge Fund Activity: Q4 2024 in Review

376 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Bond ETF (BLV) for Q4 2024, worth a combined $3.19B — down 3.6% from $3.31B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new BLV positions and 42 closed out — a net gain of 18 holders — while 160 added to existing stakes and 123 trimmed.

The largest buyer was LPL Financial, adding an estimated $42.9M. The largest seller was Wells Fargo, cutting an estimated $78.7M.

  • 376 institutional investors held Vanguard Long-Term Bond ETF (BLV) as of Q4 2024, up from 364 in Q3 2024.
  • Funds reported $3.19B of Vanguard Long-Term Bond ETF stock for Q4 2024, down 3.6% quarter-over-quarter.
  • 60 funds opened new Vanguard Long-Term Bond ETF positions in Q4 2024 and 42 closed out, a net change of +18 holders.
  • The largest Vanguard Long-Term Bond ETF buyer in Q4 2024 was LPL Financial, an estimated $42.9M added.
  • The largest Vanguard Long-Term Bond ETF seller in Q4 2024 was Wells Fargo, an estimated $78.7M sold.

Based on aggregated 13F filings for Q4 2024.