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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
BHWM
351
Beaird Harris Wealth Management
Texas
$4.07M +$104K +1,339 +3%
IAN
352
Integrated Advisors Network
Texas
$4M +$15.1K +194 +0.4%
AF
353
Apexium Financial
Texas
$3.98M +$1.04M +13,381 +36%
AG
354
Ascent Group
Virginia
$3.93M -$286K -3,678 -7%
LSAG
355
Lake Street Advisors Group
New Hampshire
$3.9M
NGA
356
Naples Global Advisors
Florida
$3.89M -$44.9K -577 -1%
AW
357
Avion Wealth
Texas
$3.88M -$388K -4,982 -9%
SCM
358
SOL Capital Management
Maryland
$3.87M -$108K -1,385 -3%
SFG
359
Somnio Financial Group
Connecticut
$3.86M +$166K +2,131 +5%
CB
360
Centennial Bank
Arkansas
$3.85M +$85.4K +1,096 +2%
EB
361
Eastern Bank
Massachusetts
$3.84M +$497K +6,378 +15%
BMCM
362
Bryn Mawr Capital Management
Pennsylvania
$3.81M -$49.8K -639 -1%
PA
363
Parallel Advisors
California
$3.8M -$142K -1,829 -4%
AIM
364
Acropolis Investment Management
Missouri
$3.78M -$4.12M -52,918 -52%
OAM
365
Oppenheimer Asset Management
New York
$3.74M +$253K +3,244 +7%
SAM
366
SignalPoint Asset Management
Missouri
$3.74M +$1.09M +13,971 +42%
TH
367
TCTC Holdings
Texas
$3.73M
FGC
368
Financial Gravity Companies
Texas
$3.73M +$3.69M +47,354 New
PSCM
369
Per Stirling Capital Management
Texas
$3.72M +$238K +3,061 +7%
FHB
370
First Hawaiian Bank
Hawaii
$3.71M +$130K +1,675 +4%
SWA
371
Stratos Wealth Advisors
Ohio
$3.7M -$103K -1,317 -3%
TT
372
TI-Trust
Illinois
$3.66M +$202K +2,594 +6%
AM
373
AGF Management
Ontario, Canada
$3.65M -$25.3K -325 -0.7%
EHC
374
Everett Harris & Co
California
$3.65M -$1.95K -25 -0.1%
EWM
375
Evergreen Wealth Management
Michigan
$3.63M -$3.35M -42,961 -48%

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.