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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
BL
326
BFSG LLC
California
$4.46M -$1.45M -18,632 -25%
FPCG
327
Forum Private Client Group
Indiana
$4.45M +$162K +2,081 +4%
HTC
328
Haverford Trust Company
Pennsylvania
$4.43M +$114K +1,460 +3%
BIA
329
BHK Investment Advisors
Alabama
$4.42M +$13.2K +170 +0.3%
FF
330
Friedenthal Financial
New Jersey
$4.41M +$4.37M +56,055 New
SF
331
Synovus Financial
Georgia
$4.35M +$2.04M +26,201 +90%
HNB
332
Huntington National Bank
Ohio
$4.34M
BST
333
Bath Savings Trust
Maine
$4.33M +$730K +9,367 +21%
JWCA
334
J.W. Cole Advisors
Florida
$4.29M +$394K +5,055 +10%
BCM
335
Becker Capital Management
Oregon
$4.29M +$523K +6,715 +14%
RIM
336
Rockbridge Investment Management
New York
$4.28M +$19.5K +250 +0.5%
SIA
337
Strategic Investment Advisors
Michigan
$4.28M +$71.2K +914 +2%
ACM
338
AlphaStar Capital Management
North Carolina
$4.24M -$261K -3,355 -6%
SWM
339
Spire Wealth Management
Virginia
$4.24M -$130K -1,671 -3%
CMP
340
Courage Miller Partners
Virginia
$4.23M +$204K +2,613 +5%
HIM
341
Hanlon Investment Management
New Jersey
$4.23M +$92.5K +1,187 +2%
FAIM
342
Financial Advocates Investment Management
Washington
$4.22M -$632K -8,113 -13%
PFA
343
Pure Financial Advisors
California
$4.2M -$264K -3,393 -6%
MWP
344
Moller Wealth Partners
$4.18M -$6.08K -78 -0.1%
BTIM
345
BancFirst Trust & Investment Management
Oklahoma
$4.17M -$639K -8,207 -13%
SFA
346
Semmax Financial Advisors
North Carolina
$4.14M +$128K +1,648 +3%
RWA
347
Redhawk Wealth Advisors
Minnesota
$4.14M +$678K +8,702 +20%
WFAG
348
Wescott Financial Advisory Group
Pennsylvania
$4.14M -$407K -5,224 -9%
DWA
349
Delap Wealth Advisory
Oregon
$4.09M +$35.7K +458 +0.9%
HWM
350
Hohimer Wealth Management
Washington
$4.08M -$132K -1,697 -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.