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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
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$623M -$6.58M -92,232 -1%
Koshinski Asset Management
2
Koshinski Asset Management
Illinois
$311M -$1.36K -19 -0.4%
LPL Financial
3
LPL Financial
California
$215M +$42.9M +601,500 +24%
Envestnet Portfolio Solutions
4
Envestnet Portfolio Solutions
Illinois
$161M +$2.4M +33,587 +1%
LNC
5
Lincoln National Corp
Pennsylvania
$158M +$13.4M +187,224 +9%
Wells Fargo
6
Wells Fargo
California
$154M -$78.7M -1,102,611 -33%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$94.6M +$6.16M +86,231 +7%
Goldman Sachs
8
Goldman Sachs
New York
$74.5M +$3.21M +44,960 +4%
Bank of America
9
Bank of America
North Carolina
$72.5M -$34.5M -483,675 -31%
Morgan Stanley
10
Morgan Stanley
New York
$69.8M -$21.2M -297,422 -23%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$69.6M +$4.02M +56,255 +6%
Ameriprise
12
Ameriprise
Minnesota
$57M -$28.2M -394,711 -32%
KOC
13
Koss-Olinger Consulting
Florida
$46.4M +$1.24M +17,393 +3%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$41.5M -$727K -10,184 -2%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$34.5M -$3.07M -43,036 -8%
Osaic Holdings
16
Osaic Holdings
Arizona
$33M +$7.43M +104,140 +28%
Charles Schwab
17
Charles Schwab
California
$32.1M -$3.25M -45,560 -9%
EPP
18
ETF Portfolio Partners
Kansas
$29.5M +$3.7M +51,804 +14%
GFG
19
Greystone Financial Group
Michigan
$28.4M -$5.42M -75,988 -15%
Vanguard Group
20
Vanguard Group
Pennsylvania
$27.7M +$5.97M +83,705 +26%
Principal Financial Group
21
Principal Financial Group
Iowa
$25.5M -$433K -6,070 -2%
CWA
22
Carolina Wealth Advisors
South Carolina
$24.5M +$21.3K +299 +0.1%
CAWM
23
Capital Advisors Wealth Management
Washington
$22M -$1.18M -16,515 -5%
US Bancorp
24
US Bancorp
Minnesota
$21.6M -$6.42M -89,993 -22%
Truist Financial
25
Truist Financial
North Carolina
$20.4M +$9.04M +126,612 +74%

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.