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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
RJT
376
Raymond James Trust
Florida
$3.63M +$174K +2,235 +5%
BAAM
377
Baker Avenue Asset Management
California
$3.6M -$154K -1,975 -4%
WA
378
Wealth Architects
California
$3.59M -$104K -1,334 -3%
O3W
379
Omni 360 Wealth
New Jersey
$3.59M +$174K +2,230 +5%
KCPG
380
Kavar Capital Partners Group
Kansas
$3.57M +$3.53M +45,359 New
IP
381
Investment Partners
Ohio
$3.54M +$666K +8,550 +23%
BEI
382
Benjamin Edwards Inc
Missouri
$3.51M +$3.29M +42,249 +1,818%
PG
383
Prostatis Group
Maryland
$3.48M -$507K -6,504 -13%
SPC
384
Sigma Planning Corp
Michigan
$3.47M +$98.1K +1,260 +3%
SFP
385
Sterling Financial Planning
New Jersey
$3.46M +$192K +2,467 +6%
HFS
386
Howard Financial Services
Texas
$3.44M +$478K +6,139 +16%
FI
387
FIDELIS iM
Oregon
$3.43M -$372K -4,777 -10%
SP
388
Successful Portfolios
Florida
$3.43M +$303K +3,893 +10%
CCM
389
Colorado Capital Management
Colorado
$3.4M -$48.1K -617 -1%
FA
390
Flagstar Advisors
New York
$3.37M -$271K -3,476 -8%
HP
391
HT Partners
Connecticut
$3.33M +$310K +3,979 +10%
AWA
392
Aquire Wealth Advisors
Utah
$3.3M -$389 -5 -0%
GRP
393
Global Retirement Partners
California
$3.3M -$456K -5,857 -12%
RMF
394
Red Mountain Financial
Colorado
$3.27M -$35.6K -457 -1%
Lazard Asset Management
395
Lazard Asset Management
New York
$3.26M
LWM
396
Lodestone Wealth Management
Washington
$3.26M +$836K +10,734 +35%
HI
397
Harbour Investments
Wisconsin
$3.26M +$343K +4,403 +12%
Deutsche Bank
398
Deutsche Bank
Germany
$3.24M
SI
399
Stephens Inc
Arkansas
$3.23M +$837K +10,740 +35%
RF
400
Robinswood Financial
Washington
$3.19M -$65.4K -840 -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.