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Vanguard Long-Term Bond ETF

364 hedge funds and large institutions have $3.31B invested in Vanguard Long-Term Bond ETF in 2024 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 175 increasing their positions, 104 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more repeat investments, than reductions

Existing positions increased: 175 | Existing positions reduced: 104

14% more funds holding in top 10

Funds holding in top 10: 1416 (+2)

12% more capital invested

Capital invested by funds: $2.96B → $3.31B (+$345M)

9% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 44

1% less funds holding

Funds holding: 367364 (-3)

1.17% less ownership

Funds ownership: 55.01%53.84% (-1.2%)

83% less call options, than puts

Call options by funds: $2.04M | Put options by funds: $11.8M

Holders
364
Holders Change
-3
Holders Change %
-0.82%
% of All Funds
5.23%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.23%
New
48
Increased
175
Reduced
104
Closed
44
Calls
$2.04M
Puts
$11.8M
Net Calls
-$9.79M
Net Calls Change
-$6.83M
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$692M +$5.67M +77,117 +0.8%
Wells Fargo
2
Wells Fargo
California
$253M -$39.3M -535,150 -14%
LPL Financial
3
LPL Financial
California
$191M +$12M +163,370 +7%
Envestnet Portfolio Solutions
4
Envestnet Portfolio Solutions
Illinois
$174M +$2.14M +29,081 +1%
LNC
5
Lincoln National Corp
Pennsylvania
$160M -$2.01M -27,344 -1%
Bank of America
6
Bank of America
North Carolina
$116M +$31.5M +427,961 +38%
Morgan Stanley
7
Morgan Stanley
New York
$99M +$3.89M +52,864 +4%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$97.5M +$621K +8,452 +0.7%
Ameriprise
9
Ameriprise
Minnesota
$92.1M +$129K +1,750 +0.1%
Goldman Sachs
10
Goldman Sachs
New York
$78.5M -$844K -11,486 -1%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$72.3M -$2.98M -40,578 -4%
KOC
12
Koss-Olinger Consulting
Florida
$49.6M +$26.8K +364 +0.1%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$46.3M +$898K +12,216 +2%
BCMIO
14
Beacon Capital Management Inc (Ohio)
Ohio
$42.6M +$6.69M +91,017 +19%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$41.1M +$2.54M +34,522 +7%
Charles Schwab
16
Charles Schwab
California
$38.6M -$8.64M -117,534 -19%
GFG
17
Greystone Financial Group
Michigan
$36.9M +$741K +10,082 +2%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$35.4M +$26.8M +364,040 +339%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$32.1M +$552K +7,513 +2%
US Bancorp
20
US Bancorp
Minnesota
$30.5M +$2.42M +32,880 +9%
EPP
21
ETF Portfolio Partners
Kansas
$28.5M +$301K +4,091 +1%
Principal Financial Group
22
Principal Financial Group
Iowa
$28.5M -$141K -1,912 -0.5%
Osaic Holdings
23
Osaic Holdings
Arizona
$28.5M -$243K -3,301 -0.9%
MIS
24
Morningstar Investment Services
Illinois
$28.1M -$475K -6,466 -2%
CWA
25
Carolina Wealth Advisors
South Carolina
$26.9M -$612K -8,332 -2%

BLV Hedge Fund Activity: Q3 2024 in Review

364 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Bond ETF (BLV) for Q3 2024, worth a combined $3.31B — up 12% from $2.96B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new BLV positions and 44 closed out — a net gain of 4 holders — while 175 added to existing stakes and 104 trimmed.

The largest buyer was Bank of America, adding an estimated $31.5M. The largest seller was Wells Fargo, cutting an estimated $39.3M.

  • 364 institutional investors held Vanguard Long-Term Bond ETF (BLV) as of Q3 2024, down from 367 in Q2 2024.
  • Funds reported $3.31B of Vanguard Long-Term Bond ETF stock for Q3 2024, up 12% quarter-over-quarter.
  • 48 funds opened new Vanguard Long-Term Bond ETF positions in Q3 2024 and 44 closed out, a net change of +4 holders.
  • The largest Vanguard Long-Term Bond ETF buyer in Q3 2024 was Bank of America, an estimated $31.5M added.
  • The largest Vanguard Long-Term Bond ETF seller in Q3 2024 was Wells Fargo, an estimated $39.3M sold.

Based on aggregated 13F filings for Q3 2024.