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Vanguard Long-Term Bond ETF

362 hedge funds and large institutions have $3.3B invested in Vanguard Long-Term Bond ETF in 2025 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 149 increasing their positions, 130 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

268% more call options, than puts

Call options by funds: $2.84M | Put options by funds: $772K

19% more funds holding in top 10

Funds holding in top 10: 1619 (+3)

15% more repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 130

1% less capital invested

Capital invested by funds: $3.35B → $3.3B (-$50.2M)

4% less first-time investments, than exits

New positions opened: 43 | Existing positions closed: 45

2% less funds holding

Funds holding: 370362 (-8)

8.75% less ownership

Funds ownership: 61.5%52.75% (-8.8%)

Holders
362
Holders Change
-8
Holders Change %
-2.16%
% of All Funds
4.77%
Holding in Top 10
19
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+18.75%
% of All Funds
0.25%
New
43
Increased
149
Reduced
130
Closed
45
Calls
$2.84M
Puts
$772K
Net Calls
+$2.07M
Net Calls Change
-$2.06M
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$699M +$37.7M +552,528 +6%
LPL Financial
2
LPL Financial
California
$256M +$63.7M +934,229 +34%
LNC
3
Lincoln National Corp
Pennsylvania
$167M +$1.5M +22,024 +0.9%
Envestnet Portfolio Solutions
4
Envestnet Portfolio Solutions
Illinois
$157M -$9.5M -139,376 -6%
Wells Fargo
5
Wells Fargo
California
$140M -$2.92M -42,870 -2%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$93.6M -$114K -1,672 -0.1%
Goldman Sachs
7
Goldman Sachs
New York
$75.7M +$2.28M +33,362 +3%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$72.5M +$1.49M +21,784 +2%
KIM
9
Karpus Investment Management
New York
$64.8M +$55.9M +819,674 +735%
KAS
10
Kestra Advisory Services
Texas
$63.4M +$1.42M +20,754 +2%
Morgan Stanley
11
Morgan Stanley
New York
$61M -$6.62M -97,141 -10%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$58.3M +$15.2M +223,557 +36%
ETC
13
Exchange Traded Concepts
Oklahoma
$51.6M +$50.6M +742,706 New
Bank of America
14
Bank of America
North Carolina
$51.2M -$11.6M -170,777 -19%
IRM
15
Income Research & Management
Massachusetts
$50.1M +$49.2M +720,997 New
Ameriprise
16
Ameriprise
Minnesota
$49.2M -$20.7M -303,823 -30%
KOC
17
Koss-Olinger Consulting
Florida
$43.5M -$4.07M -59,712 -9%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$42.8M -$146K -2,140 -0.3%
BCMIO
19
Beacon Capital Management Inc (Ohio)
Ohio
$42.4M -$324M -4,749,724 -89%
Osaic Holdings
20
Osaic Holdings
Arizona
$42.4M +$4.02M +58,948 +11%
MLICM
21
Metropolitan Life Insurance Company (MetLife)
New York
$41.7M +$40.9M +599,208 New
GFG
22
Greystone Financial Group
Michigan
$34.7M +$14.8M +216,561 +77%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$32.1M +$290K +4,251 +0.9%
Vanguard Group
24
Vanguard Group
Pennsylvania
$30.8M +$65.1K +954 +0.2%
TC
25
Trilogy Capital
California
$29.5M +$29M +424,610 New

BLV Hedge Fund Activity: Q2 2025 in Review

362 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Bond ETF (BLV) for Q2 2025, worth a combined $3.3B — down 1.5% from $3.35B a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of BLV and 43 opened new positions — a net loss of 2 holders — while 130 trimmed existing stakes and 149 added.

The largest buyer was LPL Financial, adding an estimated $63.7M. The largest seller was Beacon Capital Management Inc (Ohio), cutting an estimated $324M.

  • 362 institutional investors held Vanguard Long-Term Bond ETF (BLV) as of Q2 2025, down from 370 in Q1 2025.
  • Funds reported $3.3B of Vanguard Long-Term Bond ETF stock for Q2 2025, down 1.5% quarter-over-quarter.
  • 43 funds opened new Vanguard Long-Term Bond ETF positions in Q2 2025 and 45 closed out, a net change of -2 holders.
  • The largest Vanguard Long-Term Bond ETF buyer in Q2 2025 was LPL Financial, an estimated $63.7M added.
  • The largest Vanguard Long-Term Bond ETF seller in Q2 2025 was Beacon Capital Management Inc (Ohio), an estimated $324M sold.

Based on aggregated 13F filings for Q2 2025.