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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
CWM
401
Calamos Wealth Management
Illinois
$3.18M -$183K -2,343 -5%
CWM
402
Congress Wealth Management
Massachusetts
$3.18M +$2.84M +36,469 +921%
AOWM
403
Alpha Omega Wealth Management
Virginia
$3.18M +$25.9K +332 +0.8%
ACA
404
Anchor Capital Advisors
Massachusetts
$3.16M +$6.86K +88 +0.2%
PWP
405
Perfromance Wealth Partners
Illinois
$3.15M -$48.7K -625 -2%
SIA
406
Sage Investment Advisers
New York
$3.12M -$1.79K -23 -0.1%
Wealthfront Advisers
407
Wealthfront Advisers
California
$3.07M +$291K +3,737 +11%
OPA
408
Old Port Advisors
Maine
$3.07M +$122K +1,561 +4%
FG
409
Fiduciary Group
Georgia
$3.05M -$1.43M -18,355 -32%
WFA
410
Websterrogers Financial Advisors
South Carolina
$3.04M -$332K -4,266 -10%
WA
411
Westfuller Advisors
New York
$3.03M +$3M +38,469 New
PG
412
Patten Group
Tennessee
$3.02M +$323K +4,141 +12%
NCM
413
New Capital Management
Texas
$2.96M +$117K +1,503 +4%
Pathstone Holdings
414
Pathstone Holdings
New Jersey
$2.94M -$354K -4,551 -11%
FTS
415
Fifth Third Securities
Ohio
$2.91M -$220K -2,830 -7%
Rockefeller Capital Management
416
Rockefeller Capital Management
New York
$2.9M -$867K -11,136 -23%
SOS
417
Silver Oak Securities
Tennessee
$2.89M +$2.63M +33,794 +1,170%
FWP
418
Family Wealth Partners
North Carolina
$2.87M -$187K -2,402 -6%
GWM
419
Geneos Wealth Management
Colorado
$2.87M +$592K +7,603 +26%
FPWM
420
FSB Premier Wealth Management
Iowa
$2.87M -$5.69K -73 -0.2%
BBA
421
BLB&B Advisors
Pennsylvania
$2.86M -$628K -8,057 -18%
PG
422
Proffitt & Goodson
Tennessee
$2.86M +$107K +1,374 +4%
PWM
423
Provident Wealth Management
Tennessee
$2.85M -$79.8K -1,024 -3%
AFTS
424
American Financial & Tax Strategies
New York
$2.84M -$6.08K -78 -0.2%
CSPIA
425
Cary Street Partners Investment Advisory
Virginia
$2.82M -$1.28M -16,496 -32%

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.