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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
JWCA
351
J.W. Cole Advisors
Florida
$3.8M +$498K +6,533 +15%
BMCM
352
Bryn Mawr Capital Management
Pennsylvania
$3.76M -$519K -6,809 -12%
IIC
353
Integrated Investment Consultants
Michigan
$3.72M
FI
354
FIDELIS iM
Oregon
$3.71M +$43.3K +568 +1%
SWA
355
Stratos Wealth Advisors
Ohio
$3.71M -$447K -5,859 -11%
Rockefeller Capital Management
356
Rockefeller Capital Management
New York
$3.69M -$215K -2,812 -6%
BCM
357
Becker Capital Management
Oregon
$3.67M +$158K +2,065 +5%
CB
358
Centennial Bank
Arkansas
$3.66M +$659K +8,634 +22%
GRP
359
Global Retirement Partners
California
$3.66M -$798K -10,453 -18%
BAAM
360
Baker Avenue Asset Management
California
$3.66M -$94.6K -1,240 -3%
TH
361
TCTC Holdings
Texas
$3.64M
WA
362
Wealth Architects
California
$3.6M +$128K +1,680 +4%
SFG
363
Somnio Financial Group
Connecticut
$3.6M +$3.58M +46,960 New
AM
364
AGF Management
Ontario, Canada
$3.59M
EHC
365
Everett Harris & Co
California
$3.56M -$94.6K -1,240 -3%
FA
366
Flagstar Advisors
New York
$3.55M -$361K -4,728 -9%
BST
367
Bath Savings Trust
Maine
$3.5M +$324K +4,245 +10%
FHB
368
First Hawaiian Bank
Hawaii
$3.49M -$430K -5,642 -11%
BBA
369
BLB&B Advisors
Pennsylvania
$3.41M -$310K -4,063 -8%
OAM
370
Oppenheimer Asset Management
New York
$3.4M +$490K +6,427 +17%
PSCM
371
Per Stirling Capital Management
Texas
$3.39M +$330K +4,331 +11%
TT
372
TI-Trust
Illinois
$3.37M +$28K +367 +0.8%
RWA
373
Redhawk Wealth Advisors
Minnesota
$3.37M +$234K +3,072 +8%
RJT
374
Raymond James Trust
Florida
$3.37M -$40.1K -526 -1%
AWA
375
Archvest Wealth Advisors
California
$3.36M -$2.92M -38,234 -46%

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.