We are live on ! Find out more
BSV icon

Vanguard Short-Term Bond ETF

1,131 hedge funds and large institutions have $26.6B invested in Vanguard Short-Term Bond ETF in 2024 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 445 increasing their positions, 464 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more capital invested

Capital invested by funds: $25.9B → $26.6B (+$705M)

0.09% more ownership

Funds ownership: 82.08%82.17% (+0.09%)

1% less funds holding in top 10

Funds holding in top 10: 121120 (-1)

4% less repeat investments, than reductions

Existing positions increased: 445 | Existing positions reduced: 464

2% less funds holding

Funds holding: 1,1581,131 (-27)

16% less first-time investments, than exits

New positions opened: 82 | Existing positions closed: 98

Holders
1,131
Holders Change
-27
Holders Change %
-2.33%
% of All Funds
16.33%
Holding in Top 10
120
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.83%
% of All Funds
1.73%
New
82
Increased
445
Reduced
464
Closed
98
Calls
$245K
Puts
Net Calls
+$245K
Net Calls Change
-$376K
Name Holding Trade Value Shares
Change
Change in
Stake
WA
226
WBH Advisory
Maryland
$8.89M +$158K +2,071 +2%
SFG
227
Sovereign Financial Group
Connecticut
$8.88M +$350K +4,591 +4%
EWA
228
Exencial Wealth Advisors
Oklahoma
$8.86M -$752K -9,859 -8%
BSA
229
Bull Street Advisors
Georgia
$8.81M -$122K -1,597 -1%
CFGS
230
Concourse Financial Group Securities
Alabama
$8.74M +$420K +5,506 +5%
VF
231
Vawter Financial
Ohio
$8.72M +$476K +6,244 +6%
Natixis Advisors
232
Natixis Advisors
Massachusetts
$8.63M +$234K +3,066 +3%
LL
233
LWMG LLC
Minnesota
$8.58M +$398K +5,211 +5%
OC
234
Oppenheimer & Co
New York
$8.51M +$306K +4,013 +4%
BRWA
235
B. Riley Wealth Advisors
Florida
$8.46M -$3.71M -48,688 -31%
CA
236
CGN Advisors
Kansas
$8.43M +$314K +4,114 +4%
ACS
237
Archford Capital Strategies
Illinois
$8.28M +$309K +4,055 +4%
SC
238
SouthState Corp
Florida
$8.19M +$8.7K +114 +0.1%
VIA
239
Vantagepoint Investment Advisers
District of Columbia
$8.18M +$8.13M +106,600 New
CMBA
240
C.M. Bidwell & Associates
Hawaii
$8.16M +$2.3M +30,123 +39%
FW
241
Fidato Wealth
Ohio
$8.15M +$322K +4,221 +4%
RA
242
RFG Advisory
Alabama
$8.13M +$432K +5,661 +6%
AAP
243
Arax Advisory Partners
Colorado
$7.97M -$74.2K -973 -0.9%
IA
244
IFG Advisors
Missouri
$7.95M +$657K +8,613 +9%
SW
245
Simplicity Wealth
New Jersey
$7.75M +$338K +4,425 +5%
AIM
246
Acropolis Investment Management
Missouri
$7.74M +$265K +3,472 +4%
SFP
247
Shepherd Financial Partners
Massachusetts
$7.71M -$46.1K -604 -0.6%
FNBT
248
FineMark National Bank & Trust
Florida
$7.59M +$1.47M +19,329 +24%
CANC
249
Culbertson A N & Co
Virginia
$7.38M +$27.8K +365 +0.4%
HWM
250
HB Wealth Management
Georgia
$7.3M -$2.05M -26,839 -22%

BSV Hedge Fund Activity: Q2 2024 in Review

1,131 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Bond ETF (BSV) for Q2 2024, worth a combined $26.6B — up 2.7% from $25.9B a quarter earlier.

Sellers outnumbered buyers: 98 funds closed out of BSV and 82 opened new positions — a net loss of 16 holders — while 464 trimmed existing stakes and 445 added.

The largest buyer was JP Morgan Chase, adding an estimated $387M. The largest seller was Northern Trust, cutting an estimated $244M.

  • 1,131 institutional investors held Vanguard Short-Term Bond ETF (BSV) as of Q2 2024, down from 1,158 in Q1 2024.
  • Funds reported $26.6B of Vanguard Short-Term Bond ETF stock for Q2 2024, up 2.7% quarter-over-quarter.
  • 82 funds opened new Vanguard Short-Term Bond ETF positions in Q2 2024 and 98 closed out, a net change of -16 holders.
  • The largest Vanguard Short-Term Bond ETF buyer in Q2 2024 was JP Morgan Chase, an estimated $387M added.
  • The largest Vanguard Short-Term Bond ETF seller in Q2 2024 was Northern Trust, an estimated $244M sold.

Based on aggregated 13F filings for Q2 2024.