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Vanguard Long-Term Bond ETF

370 hedge funds and large institutions have $3.35B invested in Vanguard Long-Term Bond ETF in 2025 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 155 increasing their positions, 136 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

510% more call options, than puts

Call options by funds: $4.94M | Put options by funds: $810K

14% more repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 136

9.23% more ownership

Funds ownership: 52.27%61.5% (+9.2%)

5% more capital invested

Capital invested by funds: $3.19B → $3.35B (+$167M)

0% more funds holding in top 10

Funds holding in top 10: 1616 (0)

0% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 37

2% less funds holding

Funds holding: 376370 (-6)

Holders
370
Holders Change
-6
Holders Change %
-1.6%
% of All Funds
4.96%
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.21%
New
37
Increased
155
Reduced
136
Closed
37
Calls
$4.94M
Puts
$810K
Net Calls
+$4.13M
Net Calls Change
+$4.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$669M +$27.1M +389,979 +4%
BCMIO
2
Beacon Capital Management Inc (Ohio)
Ohio
$360M +$370M +5,336,937 +23,884%
LPL Financial
3
LPL Financial
California
$193M -$27.4M -394,393 -13%
Envestnet Portfolio Solutions
4
Envestnet Portfolio Solutions
Illinois
$169M +$3.29M +47,357 +2%
LNC
5
Lincoln National Corp
Pennsylvania
$168M +$4.57M +65,801 +3%
Wells Fargo
6
Wells Fargo
California
$145M -$14.2M -204,778 -9%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$94.9M -$2.47M -35,568 -3%
Goldman Sachs
8
Goldman Sachs
New York
$74.3M -$2.35M -33,925 -3%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$71.9M +$199K +2,869 +0.3%
Ameriprise
10
Ameriprise
Minnesota
$71.3M +$12.5M +180,207 +22%
Morgan Stanley
11
Morgan Stanley
New York
$68.6M -$3.16M -45,488 -4%
KAS
12
Kestra Advisory Services
Texas
$65.4M +$59.2M +852,969 +2,255%
Bank of America
13
Bank of America
North Carolina
$63.9M -$10.5M -151,791 -14%
KOC
14
Koss-Olinger Consulting
Florida
$48.2M +$497K +7,155 +1%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$43.5M +$836K +12,041 +2%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$43.3M +$7.68M +110,682 +22%
Osaic Holdings
17
Osaic Holdings
Arizona
$38.8M +$4.69M +67,636 +14%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$32.2M +$31.7M +456,739 New
Vanguard Group
19
Vanguard Group
Pennsylvania
$31.1M +$2.63M +37,941 +9%
Charles Schwab
20
Charles Schwab
California
$26.8M -$6.14M -88,395 -19%
CWA
21
Carolina Wealth Advisors
South Carolina
$26.6M +$1.35M +19,512 +5%
Principal Financial Group
22
Principal Financial Group
Iowa
$25.6M -$670K -9,651 -3%
US Bancorp
23
US Bancorp
Minnesota
$22.5M +$217K +3,131 +1%
Raymond James Financial
24
Raymond James Financial
Florida
$20.8M +$2.66M +38,283 +15%
GFG
25
Greystone Financial Group
Michigan
$19.9M -$9.12M -131,461 -32%

BLV Hedge Fund Activity: Q1 2025 in Review

370 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Bond ETF (BLV) for Q1 2025, worth a combined $3.35B — up 5.2% from $3.19B a quarter earlier.

Fund positioning in BLV was balanced in Q1 2025: 37 funds opened new positions, 37 closed out, 155 added to existing stakes and 136 trimmed.

The largest buyer was Beacon Capital Management Inc (Ohio), adding an estimated $370M. The largest seller was LPL Financial, cutting an estimated $27.4M.

  • 370 institutional investors held Vanguard Long-Term Bond ETF (BLV) as of Q1 2025, down from 376 in Q4 2024.
  • Funds reported $3.35B of Vanguard Long-Term Bond ETF stock for Q1 2025, up 5.2% quarter-over-quarter.
  • 37 funds opened new Vanguard Long-Term Bond ETF positions in Q1 2025 and 37 closed out, a net change of 0 holders.
  • The largest Vanguard Long-Term Bond ETF buyer in Q1 2025 was Beacon Capital Management Inc (Ohio), an estimated $370M added.
  • The largest Vanguard Long-Term Bond ETF seller in Q1 2025 was LPL Financial, an estimated $27.4M sold.

Based on aggregated 13F filings for Q1 2025.