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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
KJWM
251
Kiley Juergens Wealth Management
Washington
$7.18M -$51.3K -672 -0.7%
SCA
252
Sandy Cove Advisors
Massachusetts
$7.12M -$137K -1,793 -2%
DCM
253
Disciplina Capital Management
Tennessee
$7.11M -$10.4K -136 -0.1%
RLWM
254
RF&L Wealth Management
Massachusetts
$7M +$467K +6,115 +7%
CPBTD
255
Central Pacific Bank - Trust Division
Hawaii
$6.99M +$665K +8,717 +11%
DAS
256
Dynamic Advisor Solutions
Arizona
$6.91M +$190K +2,485 +3%
EWM
257
Evergreen Wealth Management
Michigan
$6.84M
WCM
258
Washington Capital Management
Washington
$6.8M
DJSG
259
D.J. St. Germain
Massachusetts
$6.71M -$30.1K -395 -0.4%
PCA
260
Prosperity Capital Advisors
Ohio
$6.69M +$1.49M +19,570 +29%
BFG
261
Bleakley Financial Group
New Jersey
$6.63M +$338K +4,425 +5%
BOC
262
Bull Oak Capital
California
$6.61M +$2.57M +33,656 +64%
IWM
263
IHT Wealth Management
Illinois
$6.58M +$41.1K +539 +0.6%
MWM
264
McNaughton Wealth Management
California
$6.38M +$287K +3,759 +5%
CSB
265
City State Bank
Iowa
$6.38M +$341K +4,475 +6%
ACM
266
Arcataur Capital Management
Wisconsin
$6.36M -$91.6K -1,200 -1%
DWM
267
Dynasty Wealth Management
Florida
$6.31M +$50.1K +657 +0.8%
CWM
268
Cranbrook Wealth Management
Michigan
$6.21M +$200K +2,617 +3%
CIA
269
Capital Investment Advisors
Georgia
$6.15M -$249K -3,258 -4%
AWMNH
270
Arcadia Wealth Management (New Hampshire)
New Hampshire
$6.12M +$1.12M +14,694 +23%
KCM
271
Kanawha Capital Management
Virginia
$6.1M -$173K -2,271 -3%
LWM
272
LongView Wealth Management
Georgia
$6.09M +$2.31M +30,323 +62%
PIMG
273
Patriot Investment Management Group
Tennessee
$5.99M +$103K +1,349 +2%
RIA
274
Regal Investment Advisors
Michigan
$5.97M -$225K -2,955 -4%
CL
275
Choreo LLC
Illinois
$5.95M +$4.06M +53,247 +216%

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.