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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
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$695M -$65.1M -902,394 -9%
Wells Fargo
2
Wells Fargo
California
$317M -$373M -5,173,122 -54%
LPL Financial
3
LPL Financial
California
$173M -$21.3M -295,647 -11%
Envestnet Portfolio Solutions
4
Envestnet Portfolio Solutions
Illinois
$164M +$8.84M +122,511 +6%
LNC
5
Lincoln National Corp
Pennsylvania
$151M +$4.78M +66,250 +3%
Morgan Stanley
6
Morgan Stanley
New York
$101M -$87.9M -1,218,724 -47%
Bank of America
7
Bank of America
North Carolina
$93.1M -$1.64M -22,742 -2%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$91.7M +$10.5M +145,493 +13%
Ameriprise
9
Ameriprise
Minnesota
$79.1M -$22.4M -309,847 -22%
Goldman Sachs
10
Goldman Sachs
New York
$76M +$3.37M +46,738 +5%
Charles Schwab
11
Charles Schwab
California
$74.6M -$3.91M -54,165 -5%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$69.3M +$5.31M +73,621 +8%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$47.7M +$3.42M +47,385 +8%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$45M -$485K -6,724 -1%
GFG
15
Greystone Financial Group
Michigan
$39.8M +$20.3M +281,743 +105%
BCMIO
16
Beacon Capital Management Inc (Ohio)
Ohio
$36.7M -$32.4M -449,676 -46%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$36.3M +$15.1M +209,608 +72%
EPP
18
ETF Portfolio Partners
Kansas
$33.2M +$7.68M +106,477 +30%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$29.2M +$2.18M +30,201 +8%
Principal Financial Group
20
Principal Financial Group
Iowa
$28.4M +$4.18M +57,953 +17%
MIS
21
Morningstar Investment Services
Illinois
$27.6M -$31.6M -438,577 -53%
US Bancorp
22
US Bancorp
Minnesota
$26.8M +$5.31M +73,589 +25%
CWA
23
Carolina Wealth Advisors
South Carolina
$24.8M +$1.68M +23,299 +7%
CTB
24
Country Trust Bank
Illinois
$21.3M +$2.72M +37,637 +15%
Osaic Holdings
25
Osaic Holdings
Arizona
$19M -$67.5M -935,410 -78%

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.