Vanguard Long-Term Bond is an exchange-traded fund on ARCA. As of Q3 2025, 370 institutional investors hold shares in this ETF, with total holdings valued at $3.4B. ENVESTNET ASSET MANAGEMENT INC is the largest holder with a position valued at $756.1M.
Overview of institutional ownership in BLV as of Q3 2025
Institutions with the largest positions in BLV as of Q3 2025
| Institution | Position Value |
|---|---|
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | $756.1M 0.22% of portfolio |
L LPL Financial LLC Institution | $211.7M 0.06% of portfolio |
LINCOLN NATIONAL CORP Institution | $177.5M 5.06% of portfolio |
Envestnet Portfolio Solutions, Inc. Long Only Manager | $161.0M 0.60% of portfolio |
WELLS FARGO & COMPANY/MN Institution | $137.4M 0.03% of portfolio |
K Karpus Management, Inc. Institution | $115.2M 3.70% of portfolio |
Bank of New York Mellon Corp Institution | $97.4M 0.02% of portfolio |
Beacon Capital Management, Inc. RIA/Wealth | $79.3M 3.79% of portfolio |
GOLDMAN SACHS GROUP INC Institution | $77.4M 0.01% of portfolio |
R ROYAL BANK OF CANADA Institution | $74.6M 0.01% of portfolio |
Institutional buying and selling activity for BLV in Q3 2025
| Institution | Net Bought |
|---|---|
K Karpus Management, Inc. Institution | +$49.2M +694.2K shares |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | +$44.0M +620.4K shares |
Beacon Capital Management, Inc. RIA/Wealth | +$36.1M +509.8K shares |
SRS Capital Advisors, Inc. RIA/Wealth | +$25.5M +331.5K shares |
C COUNTRY TRUST BANK Institution | +$24.8M +349.7K shares |
E EXCHANGE TRADED CONCEPTS, LLC Institution | +$21.4M +302.7K shares |
JPMORGAN CHASE & CO Institution | +$20.1M +283.4K shares |
J JANE STREET GROUP, LLC Institution | +$12.7M +178.6K shares |
Cetera Investment Advisers RIA/Wealth | +$12.1M +170.3K shares |
Ryan Investment Management, Inc. RIA/Wealth | +$10.9M +154.4K shares |
| Institution | Net Sold |
|---|---|
INCOME RESEARCH & MANAGEMENT Long Only Manager | −$50.1M −721.0K shares |
L LPL Financial LLC Institution | −$48.7M −687.3K shares |
AMERIPRISE FINANCIAL INC Institution | −$26.6M −375.3K shares |
SCHWAB CHARLES INVESTMENT MANAGEMENT INC Long Only Manager | −$24.1M −347.2K shares |
Penserra Capital Management LLC ETF Provider | −$11.7M −165.7K shares |
Trilogy Capital Inc. RIA/Wealth | −$9.7M −136.5K shares |
MORGAN STANLEY RIA/Wealth | −$8.3M −117.3K shares |
THRIVENT FINANCIAL FOR LUTHERANS Insurance Manager | −$7.2M −101.9K shares |
BANK OF AMERICA CORP /DE/ Institution | −$6.5M −91.9K shares |
Greystone Financial Group, LLC RIA/Wealth | −$5.7M −81.0K shares |
Institutions that initiated new positions or completely exited BLV in Q3 2025
| Institution | Position Value |
|---|---|
Ryan Investment Management, Inc. RIA/Wealth | $10.9M 154.4K shares |
ENDEAVOR PRIVATE WEALTH, INC. RIA/Wealth | $2.0M 28.5K shares |
G Ground Swell Capital, LLC Hedge Fund•Multi-Strategy | $453.2K 6.4K shares |
Bay Capital Advisors, LLC RIA/Wealth | $421.0K 5.9K shares |
United Financial Planning Group LLC RIA/Wealth | $300.0K 4.2K shares |
WESTBOURNE INVESTMENTS, INC. RIA/Wealth | $247.2K 3.5K shares |
Maridea Wealth Management LLC RIA/Wealth | $215.0K 3.0K shares |
AXXCESS WEALTH MANAGEMENT, LLC RIA/Wealth | $211.1K 3.0K shares |
Chicago Partners Investment Group LLC RIA/Wealth | $208.7K 2.9K shares |
Sontag Advisory, LLC RIA/Wealth | $13.0K 183.0 shares |
| Institution | Previous Position |
|---|---|
INCOME RESEARCH & MANAGEMENT Long Only Manager | $50.1M 721.0K shares |
SCHWAB CHARLES INVESTMENT MANAGEMENT INC Long Only Manager | $24.1M 347.2K shares |
AlphaStar Capital Management, LLC RIA/Wealth | $1.5M 22.3K shares |
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $1.5M 21.5K shares |
Eqis Capital Management, Inc. RIA/Wealth | $1.4M 20.5K shares |
C COURIER CAPITAL CORP RIA/Wealth | $1.2M 16.7K shares |
Asset Allocation & Management Company, LLC Insurance Manager | $713.5K 10.3K shares |
B Billeaud Capital Management, Inc. RIA/Wealth | $692.8K 10.0K shares |
Addison Capital Co RIA/Wealth | $447.8K 6.4K shares |
Gateway Wealth Partners, LLC RIA/Wealth | $336.6K 4.8K shares |
Institutions with the largest Call and Put options positions in BLV as of Q3 2025
| Institution | Position Value |
|---|---|
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $4.0M 571.0 contracts |
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $1.1M 156.0 contracts |
W WOLVERINE TRADING, LLC Institution | $234.3K 33.0 contracts |
| Institution | Position Value |
|---|---|
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $623.5K 88.0 contracts |
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $290.5K 41.0 contracts |
Institutions with BLV as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
M METROPOLITAN LIFE INSURANCE CO/NY Institution | 12.44% $42.5M |
WINCAP FINANCIAL LLC RIA/Wealth | 9.01% $12.0M |
Ryan Investment Management, Inc. RIA/Wealth | 6.08% $10.9M |
Platt Investment Counsel, LLC RIA/Wealth | 5.49% $7.0M |
Evergreen Wealth Management, LLC RIA/Wealth | 5.44% $10.4M |
LINCOLN NATIONAL CORP Institution | 5.06% $177.5M |
ETF Portfolio Partners, Inc. RIA/Wealth | 4.82% $18.1M |
Richmond Brothers, Inc. RIA/Wealth | 4.79% $7.6M |
Greystone Financial Group, LLC RIA/Wealth | 4.61% $29.7M |
H H&H Retirement Design & Management INC RIA/Wealth | 4.03% $7.6M |
Discover hedge funds investing in BLV

| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Software - Infrastructure Technology | $2.1B | 1.68% | |
Semiconductors Technology | $1.8B | 1.50% | |
Internet Content & Information Communication Services | $1.4B | 1.18% |
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