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Vanguard Short-Term Bond ETF

1,143 hedge funds and large institutions have $28.1B invested in Vanguard Short-Term Bond ETF in 2024 Q3 according to their latest regulatory filings, with 94 funds opening new positions, 453 increasing their positions, 450 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 69

6% more capital invested

Capital invested by funds: $26.6B → $28.1B (+$1.55B)

1% more funds holding

Funds holding: 1,1311,143 (+12)

1% more repeat investments, than reductions

Existing positions increased: 453 | Existing positions reduced: 450

0.63% more ownership

Funds ownership: 82.17%82.8% (+0.63%)

3% less funds holding in top 10

Funds holding in top 10: 120117 (-3)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $7.61M

Holders
1,143
Holders Change
+12
Holders Change %
+1.06%
% of All Funds
16.41%
Holding in Top 10
117
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.5%
% of All Funds
1.68%
New
94
Increased
453
Reduced
450
Closed
69
Calls
Puts
$7.61M
Net Calls
-$7.61M
Net Calls Change
-$7.85M
Name Holding Trade Value Shares
Change
Change in
Stake
KCM
276
Kanawha Capital Management
Virginia
$6.31M +$57.6K +739 +0.9%
SCA
277
Sandy Cove Advisors
Massachusetts
$6.31M -$986K -12,655 -14%
CPBTD
278
Central Pacific Bank - Trust Division
Hawaii
$6.3M -$868K -11,146 -12%
LWM
279
LongView Wealth Management
Georgia
$6.23M -$18.4K -236 -0.3%
RIA
280
Regal Investment Advisors
Michigan
$6.21M +$83.4K +1,071 +1%
FWM
281
Forza Wealth Management
Florida
$6.16M +$488K +6,260 +9%
PIMG
282
Patriot Investment Management Group
Tennessee
$6.15M +$11.5K +148 +0.2%
SF
283
SWP Financial
California
$6.06M +$500K +6,423 +9%
SSW
284
Stone Summit Wealth
Florida
$6.04M +$802K +10,298 +16%
BFO
285
Boston Family Office
Massachusetts
$6.01M -$34.6K -444 -0.6%
CIA
286
Capital Investment Advisors
Georgia
$5.99M -$318K -4,088 -5%
KWAG
287
Kiely Wealth Advisory Group
North Carolina
$5.94M +$5.99M +76,925 New
NCM
288
Neumann Capital Management
California
$5.9M +$312K +4,000 +6%
LA
289
LM Advisors
California
$5.88M -$60.9K -782 -1%
CWM
290
Cranbrook Wealth Management
Michigan
$5.84M -$521K -6,694 -8%
EP
291
Essential Planning
New Hampshire
$5.78M +$71.5K +918 +1%
CCA
292
Clarity Capital Advisors
Florida
$5.77M +$402K +5,155 +8%
RPGK
293
Retirement Planning Group (Kansas)
Kansas
$5.68M +$5.19M +66,570 +1,194%
PP
294
Prosperity Planning
Missouri
$5.67M -$5.67M -72,746 Closed
IA
295
IFP Advisors
Florida
$5.62M +$13.5K +173 +0.2%
IA
296
IFG Advisory
Georgia
$5.59M +$52.4K +673 +1%
MFC
297
Morris Financial Concepts
South Carolina
$5.57M +$351K +4,506 +7%
National Bank of Canada
298
National Bank of Canada
Quebec, Canada
$5.51M -$252K -3,238 -4%
AAS
299
Ameritas Advisory Services
Nebraska
$5.46M +$3.76M +48,313 +229%
SA
300
Sunesis Advisors
Kansas
$5.43M +$116K +1,488 +2%

BSV Hedge Fund Activity: Q3 2024 in Review

1,143 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Bond ETF (BSV) for Q3 2024, worth a combined $28.1B — up 5.9% from $26.6B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new BSV positions and 69 closed out — a net gain of 25 holders — while 453 added to existing stakes and 450 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $310M. The largest seller was Avantax Advisory Services, cutting an estimated $442M.

  • 1,143 institutional investors held Vanguard Short-Term Bond ETF (BSV) as of Q3 2024, up from 1,131 in Q2 2024.
  • Funds reported $28.1B of Vanguard Short-Term Bond ETF stock for Q3 2024, up 5.9% quarter-over-quarter.
  • 94 funds opened new Vanguard Short-Term Bond ETF positions in Q3 2024 and 69 closed out, a net change of +25 holders.
  • The largest Vanguard Short-Term Bond ETF buyer in Q3 2024 was JP Morgan Chase, an estimated $310M added.
  • The largest Vanguard Short-Term Bond ETF seller in Q3 2024 was Avantax Advisory Services, an estimated $442M sold.

Based on aggregated 13F filings for Q3 2024.