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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
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$641M -$34M -485,259 -5%
Wells Fargo
2
Wells Fargo
California
$274M -$34.2M -487,816 -11%
LPL Financial
3
LPL Financial
California
$167M -$1.4M -20,008 -0.8%
Envestnet Portfolio Solutions
4
Envestnet Portfolio Solutions
Illinois
$161M +$954K +13,624 +0.6%
LNC
5
Lincoln National Corp
Pennsylvania
$151M +$4.57M +65,342 +3%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$90.6M +$1.43M +20,391 +2%
Morgan Stanley
7
Morgan Stanley
New York
$88.9M -$9.11M -130,049 -9%
Ameriprise
8
Ameriprise
Minnesota
$86M +$9.13M +130,388 +12%
Bank of America
9
Bank of America
North Carolina
$78.3M -$12.1M -173,318 -13%
Goldman Sachs
10
Goldman Sachs
New York
$74.2M +$314K +4,491 +0.4%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$70.4M +$3.06M +43,648 +5%
KOC
12
Koss-Olinger Consulting
Florida
$46.4M +$46.2M +659,728 New
Charles Schwab
13
Charles Schwab
California
$44.4M -$28M -399,430 -39%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$42.5M -$1.26M -17,931 -3%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$36.1M +$757K +10,816 +2%
GFG
16
Greystone Financial Group
Michigan
$33.8M -$4.86M -69,428 -13%
BCMIO
17
Beacon Capital Management Inc (Ohio)
Ohio
$33.4M -$2.99M -42,758 -8%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$29.5M +$1.09M +15,509 +4%
MIS
19
Morningstar Investment Services
Illinois
$27M -$158K -2,257 -0.6%
Osaic Holdings
20
Osaic Holdings
Arizona
$26.8M +$8.34M +119,063 +45%
Principal Financial Group
21
Principal Financial Group
Iowa
$26.8M -$821K -11,722 -3%
EPP
22
ETF Portfolio Partners
Kansas
$26.4M -$5.85M -83,609 -18%
US Bancorp
23
US Bancorp
Minnesota
$26.2M +$160K +2,286 +0.6%
CWA
24
Carolina Wealth Advisors
South Carolina
$25.7M +$1.63M +23,210 +7%
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$19.6M -$26.6M -379,827 -58%

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.