Vanguard Long-Term Bond ETF (BLV) Institutional Ownership

$70.69
-0.11 (-0.16%)
(As of 05/16/2024 ET)

Institutional Ownership Changes (13F Filings) for Vanguard Long-Term Bond ETF (NYSEARCA:BLV)

Number of
Institutional Buyers
(last 12 months)
232
Total
Institutional Inflows
(last 12 months)
$1.36B
Number of
Institutional Sellers
(last 12 months)
113
Total
Institutional Outflows
(last 12 months)
$648.88M
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BLV Institutional Buying and Selling by Quarter

Vanguard Long-Term Bond ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/16/2024Redwood Investment Management LLC5,631$407K0.0%-8.4%0.007%
5/16/2024Global Financial Private Client LLC7,133$506K0.2%-28.1%0.009%
5/16/2024B. Riley Wealth Advisors Inc.107,899$7.24M0.2%+14.7%0.136%
5/15/2024 Beaird Harris Wealth Management LLC1,319$95K0.0%N/A0.002%
5/14/2024 Westwood Holdings Group Inc.6,254$452K0.0%N/A0.008%
5/14/2024 JT Stratford LLC3,854$279K0.1%+5.9%0.005%
5/14/2024 CreativeOne Wealth LLC199,006$14.39M0.6%+23.9%0.251%
5/14/2024 InterOcean Capital Group LLC13,863$1.00M0.0%-59.3%0.017%
5/14/2024 Pitcairn Co.9,767$706K0.0%N/A0.012%
5/11/2024 NYL Investors LLC130,000$9.40M0.3%+0.9%0.164%
5/10/2024 Osaic Holdings Inc.262,570$19.00M0.0%-78.1%0.331%
5/10/2024 Vanguard Group Inc.200,955$14.54M0.0%+38.5%0.253%
5/10/2024 Nwam LLC13,309$960K0.1%-3.2%0.017%
5/9/2024 Orion Portfolio Solutions LLC154,690$11.19M0.1%-0.6%0.195%
5/9/2024 Dearborn Partners LLC14,238$1.03M0.0%+8.3%0.018%
5/8/2024 FPC Investment Advisory Inc.28,972$1.98M1.9%N/A0.037%
5/8/2024 Bleakley Financial Group LLC10,455$756K0.0%-43.4%0.013%
5/8/2024 Avantax Advisory Services Inc.36,732$2.66M0.0%-56.3%0.046%
5/8/2024 US Bancorp DE370,683$26.81M0.0%+24.8%0.467%
5/8/2024 Addison Capital Co7,478$541K0.3%-12.8%0.009%
5/8/2024 Hohimer Wealth Management LLC29,753$2.15M0.5%+23.0%0.038%
5/8/2024 Williams Jones Wealth Management LLC.5,761$417K0.0%N/A0.007%
5/7/2024 White Lighthouse Investment Management Inc.22,341$1.62M0.3%-9.1%0.028%
5/7/2024 Concurrent Investment Advisors LLC28,701$2.08M0.1%+18.1%0.036%
5/7/2024 Oppenheimer & Co. Inc.23,467$1.70M0.0%-1.4%0.030%
5/6/2024 Envestnet Portfolio Solutions Inc.2,271,206$164.28M0.6%+5.7%2.864%
5/4/2024 Evolution Advisers Inc.103,685$7.50M4.2%+9.3%0.131%
5/4/2024 Geneos Wealth Management Inc.10,209$738K0.0%+26.8%0.013%
5/4/2024 Richardson Financial Services Inc.1,010$74K0.1%N/A0.001%
5/3/2024 FDx Advisors Inc.33,229$2.40M0.4%-4.8%0.042%
5/3/2024 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors35,867$2.59M0.3%-38.3%0.045%
5/3/2024 Liberty Wealth Management LLC48,830$3.48M0.7%+271,177.8%0.062%
5/2/2024 Mutual Advisors LLC53,427$3.86M0.1%+12.9%0.067%
5/2/2024 Lincoln National Corp2,089,755$151.15M2.4%+3.3%2.635%
5/2/2024 Palisade Asset Management LLC463$33K0.0%N/A0.001%
5/2/2024 Hanlon Investment Management Inc.25,257$1.83M0.6%+7.2%0.032%
5/1/2024 Janney Montgomery Scott LLC404,202$29.24M0.1%+8.1%0.510%
5/1/2024 Concourse Financial Group Securities Inc.73,012$5.28M0.3%+3.2%0.092%
4/30/2024 Private Advisor Group LLC144,901$10.48M0.1%+5.0%0.183%
4/30/2024 J.W. Cole Advisors Inc.15,595$1.13M0.1%+105.1%0.020%
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4/30/2024 North Star Investment Management Corp.7,087$513K0.0%+28.5%0.009%
4/29/2024Commonwealth Equity Services LLC102,623$7.42M0.0%+16.6%0.129%
4/29/2024 Principal Financial Group Inc.392,324$28.38M0.0%+17.3%0.495%
4/29/2024 Benjamin Edwards Inc.6,790$491K0.1%-2.9%0.009%
4/29/2024 Benjamin F. Edwards & Company Inc.60,926$4.41M0.1%+2.6%0.077%
4/29/2024 Cabana LLC8,604$622K2.6%-28.7%0.011%
4/29/2024 Forthright Family Wealth Advisory LLC5,541$401K0.3%N/A0.007%
4/27/2024 Kellett Wealth Advisors LLC6,305$456K0.3%N/A0.008%
4/26/2024 RCS Financial Planning LLC23,374$1.69M1.0%N/A0.029%
4/26/2024 TI Trust Inc.4,391$318K0.2%-16.0%0.006%
4/25/2024 Human Investing LLC12,917$934K0.2%+12.4%0.016%
4/25/2024 BCM Advisors LLC13,989$954K0.2%-35.1%0.018%
4/25/2024 Center For Asset Management LLC4,604$333K0.3%+12.4%0.006%
4/25/2024 Long Run Wealth Advisors LLC2,981$216K0.1%+5.8%0.004%
4/25/2024 Cambridge Investment Research Advisors Inc.622,091$45.00M0.2%-1.1%0.784%
4/24/2024 Simplicity Wealth LLC10,455$756K0.0%N/A0.013%
4/24/2024 Ackerman Capital Advisors LLC51,884$3.75M1.0%N/A0.065%
4/24/2024 H&H Retirement Design & Management INC88,392$6.06M4.0%-15.0%0.111%
4/23/2024 TrueWealth Advisors LLC3,987$288K0.1%-4.1%0.005%
4/23/2024 Fifth Third Bancorp846$61K0.0%-64.1%0.001%
4/23/2024 Raymond James Financial Services Advisors Inc.75,059$5.43M0.0%-1.0%0.095%
4/23/2024 Sutton Place Investors LLC13,967$1.01M0.5%+309.1%0.018%
4/22/2024 Nilsine Partners LLC8,342$603K0.1%N/A0.011%
4/22/2024 Greystone Financial Group LLC549,845$39.77M7.9%+105.1%0.693%
4/22/2024 Bay Harbor Wealth Management LLC95,330$6.90M2.5%+10.8%0.120%
4/22/2024 Outlook Wealth Advisors LLC8,785$635K0.2%N/A0.011%
4/22/2024Ashton Thomas Private Wealth LLC71,613$5.18M0.3%+21.4%0.090%
4/19/2024 Madrona Financial Services LLC89,978$6.51M2.3%+39.5%0.113%
4/19/2024 Leeward Financial Partners LLC62,481$4.52M1.9%+8.4%0.079%
4/19/2024 Hedeker Wealth LLC99,334$7.19M2.1%+10.5%0.125%
4/18/2024 Main Line Retirement Advisors LLC41,560$3.01M2.4%+8.7%0.052%
4/16/2024 Independence Bank of Kentucky20,866$1.51M0.5%+139.3%0.026%
4/16/2024 LongView Wealth Management6,570$475K0.2%+10.0%0.008%
4/16/2024 Bouvel Investment Partners LLC35,910$2.60M1.1%-2.8%0.045%
4/15/2024 Safir Wealth Advisors LLC86,733$6.27M5.1%+8.7%0.111%
4/15/2024 Visionary Horizons LLC78,189$5.43M4.2%+7.7%0.100%
4/15/2024 Sovereign Financial Group Inc.48,130$3.48M0.9%+1.2%0.062%
4/15/2024 Brookstone Capital Management65,278$4.72M0.1%-4.7%0.083%
4/15/2024 Elevated Capital Advisors LLC32,498$2.35M0.7%+17.6%0.042%
4/15/2024 Flagstar Advisors Inc.49,899$3.61M1.0%+17.1%0.064%
4/12/2024 Capital Advisors Wealth Management LLC226,477$16.38M3.4%+33.4%0.290%
4/11/2024 Security Financial Services INC.7,274$526K0.1%+2.6%0.009%
4/11/2024 Beacon Capital Management Inc.518,181$36.73M1.5%-46.5%0.663%
4/11/2024 City State Bank2,470$179K0.1%+1,135.0%0.003%
4/11/2024 &PARTNERS16,807$1.22M0.2%N/A0.021%
4/11/2024 SignalPoint Asset Management LLC22,075$1.60M0.4%+3.7%0.028%
4/11/2024 Optimum Investment Advisors1,629$118K0.1%+17.2%0.002%
4/11/2024 RFG Advisory LLC11,215$811K0.0%+78.0%0.014%
4/11/2024 PFW Advisors LLC93,584$6.77M2.1%-2.5%0.120%
4/10/2024 Sterling Financial Group Inc.240,861$17.42M8.3%+82.7%0.308%
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4/10/2024 Park Avenue Securities LLC11,780$852K0.0%-2.5%0.015%
4/10/2024 Signal Advisors Wealth LLC8,944$647K0.2%+5.0%0.011%
4/9/2024 Massmutual Trust Co. FSB ADV68,402$4.95M0.2%+1.9%0.087%
4/5/2024 Carolina Wealth Advisors LLC343,035$24.81M13.5%+7.3%0.439%
4/5/2024 Hilltop Wealth Advisors LLC196,218$14.19M7.3%+0.7%0.251%
4/5/2024 NBC Securities Inc.6,815$492K0.0%+19.9%0.009%
3/22/2024 PNC Financial Services Group Inc.611,830$45.63M0.0%+34.0%0.782%
3/15/2024B. Riley Wealth Advisors Inc.94,098$7.02M0.2%-12.8%0.120%
3/6/2024 SageView Advisory Group LLC2,928$214K0.0%N/A0.004%
3/1/2024 Transcendent Capital Group LLC19,644$1.47M1.0%N/A0.025%
(Data available from 1/1/2016 forward)

BLV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BLV shares?

During the previous two years, 350 institutional investors and hedge funds held shares of Vanguard Long-Term Bond ETF. The most heavily invested institutionals were Arete Wealth Advisors LLC ($1.63T), Envestnet Asset Management Inc. ($783.97M), Wells Fargo & Company MN ($712.67M), LPL Financial LLC ($176.10M), Envestnet Portfolio Solutions Inc. ($164.28M), Lincoln National Corp ($151.15M), and Ameriprise Financial Inc. ($99.00M).Learn more on BLV's institutional investors.

Which institutional investors have been buying Vanguard Long-Term Bond ETF stock?

Of the 314 institutional investors that purchased Vanguard Long-Term Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Exchange Traded Concepts LLC ($2.81M), Beacon Capital Management Inc. ($2.34M), Envestnet Portfolio Solutions Inc. ($2.27M), LPL Financial LLC ($1.39M), Charles Schwab Investment Management Inc. ($1.16M), Envestnet Asset Management Inc. ($964.14K), and Greystone Financial Group LLC ($834.93K).

How much institutional buying is happening at Vanguard Long-Term Bond ETF?

Institutional investors have bought a total of 25,745,221 shares in the last 24 months. This purchase volume represents approximately $1.87B in transactions.

Which Vanguard Long-Term Bond ETF major shareholders have been selling company stock?

Of the 180 institutional investors that sold Vanguard Long-Term Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Envestnet Asset Management Inc. ($2.86M), Wells Fargo & Company MN ($2.07M), Beacon Capital Management Inc. ($1.83M), Osaic Holdings Inc. ($935.41K), Morningstar Investment Services LLC ($343.20K), Cambridge Investment Research Advisors Inc. ($285.33K), and HT Partners LLC ($201.78K).

How much institutional selling is happening at Vanguard Long-Term Bond ETF?

Institutional investors have sold a total of 11,624,480 shares in the last 24 months. This volume of shares sold represents approximately $836.52M in transactions.


This page (NYSEARCA:BLV) was last updated on 5/17/2024 by MarketBeat.com Staff

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