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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
RG
301
Rathbones Group
United Kingdom
$5.28M -$45.8K -588 -0.9%
HWM
302
HB Wealth Management
Georgia
$5.24M -$2.23M -28,589 -30%
AWM
303
AE Wealth Management
Kansas
$5.2M -$4.26M -54,752 -45%
MGIA
304
Moneta Group Investment Advisors
Missouri
$5.18M -$6.62K -85 -0.1%
KIM
305
Karpus Investment Management
New York
$5.17M -$37K -475 -0.7%
ASN
306
Advisory Services Network
Georgia
$5.13M
HTIM
307
Harbour Trust & Investment Management
Indiana
$5.11M +$392K +5,038 +8%
DC
308
Darrow Company
Massachusetts
$5.1M -$66.1K -849 -1%
ACA
309
Affinity Capital Advisors
California
$5.07M +$320K +4,111 +7%
CPRC
310
Consolidated Portfolio Review Corp
New York
$5M +$331K +4,252 +7%
PMA
311
Prudent Man Advisors
Illinois
$5M +$12.5K +161 +0.3%
PCG
312
Prosperity Consulting Group
Maryland
$4.98M +$266K +3,410 +6%
BOH
313
Bank of Hawaii
Hawaii
$4.98M -$246K -3,162 -5%
DFC
314
DBK Financial Counsel
Ohio
$4.85M +$156 +2 +0%
SRC
315
Shufro Rose & Co
New York
$4.84M
MAM
316
MMA Asset Management
Pennsylvania
$4.74M +$2.41M +30,944 +101%
ECA
317
Elevated Capital Advisors
Utah
$4.73M -$30.8K -395 -0.7%
MWM
318
Meridian Wealth Management
Kentucky
$4.7M +$4.65M +59,688 New
PFG
319
PAX Financial Group
Texas
$4.67M -$513K -6,588 -10%
SC
320
Slow Capital
California
$4.62M +$88.6K +1,138 +2%
PS
321
Principal Securities
Iowa
$4.59M -$980K -12,586 -18%
FWM
322
Fonville Wealth Management
Virginia
$4.56M +$48.5K +622 +1%
IWC
323
Integrated Wealth Concepts
Massachusetts
$4.53M -$34.7K -446 -0.8%
SFG
324
SNS Financial Group
Minnesota
$4.51M -$165K -2,113 -4%
MOS
325
MGO One Seven
Ohio
$4.48M +$124K +1,598 +3%

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.