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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
BFO
276
Boston Family Office
Massachusetts
$5.9M -$1.27M -16,630 -18%
LA
277
LM Advisors
California
$5.79M
BL
278
BFSG LLC
California
$5.77M -$5.52M -72,357 -49%
National Bank of Canada
279
National Bank of Canada
Quebec, Canada
$5.59M -$2.68M -35,175 -32%
PP
280
Prosperity Planning
Missouri
$5.58M +$5.55M +72,746 New
EP
281
Essential Planning
New Hampshire
$5.56M +$462K +6,056 +9%
FWM
282
Forza Wealth Management
Florida
$5.52M +$70.6K +925 +1%
IA
283
IFP Advisors
Florida
$5.46M +$332K +4,348 +7%
NCM
284
Neumann Capital Management
California
$5.45M +$427K +5,600 +9%
PS
285
Principal Securities
Iowa
$5.44M +$293K +3,841 +6%
P
286
&Partners
Tennessee
$5.43M +$3.55M +46,486 +201%
SF
287
SWP Financial
California
$5.42M +$5.39M +70,632 New
IA
288
IFG Advisory
Georgia
$5.4M -$58.5K -767 -1%
CCA
289
Clarity Capital Advisors
Florida
$5.23M +$351K +4,602 +7%
RG
290
Rathbones Group
United Kingdom
$5.2M -$40.7K -534 -0.8%
SA
291
Sunesis Advisors
Kansas
$5.18M +$22.4K +293 +0.4%
ASN
292
Advisory Services Network
Georgia
$5.13M +$78.8K +1,033 +2%
BOH
293
Bank of Hawaii
Hawaii
$5.1M +$232K +3,042 +5%
SSW
294
Stone Summit Wealth
Florida
$5.1M +$322K +4,226 +7%
MFC
295
Morris Financial Concepts
South Carolina
$5.08M +$765K +10,027 +18%
KIM
296
Karpus Investment Management
New York
$5.08M -$1M -13,125 -17%
WG
297
Watchman Group
Texas
$5.07M -$22M -288,044 -81%
PFG
298
PAX Financial Group
Texas
$5.06M -$236K -3,092 -4%
MGIA
299
Moneta Group Investment Advisors
Missouri
$5.06M +$943K +12,365 +23%
DC
300
Darrow Company
Massachusetts
$5.03M -$124K -1,623 -2%

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.