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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
FA
426
FC Advisory
Pennsylvania
$2.8M -$6.31K -81 -0.2%
1WA
427
180 Wealth Advisors
Washington
$2.78M -$103K -1,328 -4%
ACA
428
Ackerman Capital Advisors
Texas
$2.76M -$1.73M -22,160 -39%
TC
429
TownSquare Capital
Utah
$2.74M -$347K -4,460 -11%
MHR
430
Matthew Hamilton Rosenberg
$2.72M +$619K +7,953 +30%
ACM
431
AUA Capital Management
Pennsylvania
$2.69M -$21.1K -271 -0.8%
AFS
432
Axiom Financial Strategies
Indiana
$2.69M -$6.44M -82,647 -71%
AIS
433
American Investment Services
Massachusetts
$2.68M -$255K -3,279 -9%
TW
434
TritonPoint Wealth
Maryland
$2.67M -$184K -2,357 -6%
ATPW
435
Ashton Thomas Private Wealth
Arizona
$2.67M +$49.9K +641 +2%
JCIA
436
Jackson Creek Investment Advisors
Colorado
$2.65M +$231K +2,960 +10%
WT
437
Whittier Trust
California
$2.64M -$233K -2,996 -8%
VIA
438
Vantagepoint Investment Advisers
District of Columbia
$2.62M -$5.71M -73,300 -69%
CCA
439
Cadent Capital Advisors
Oklahoma
$2.62M -$152K -1,953 -6%
MCM
440
Mengis Capital Management
Oregon
$2.6M -$62.7K -805 -2%
DW30
441
Drucker Wealth 3.0
New Jersey
$2.57M -$366K -4,698 -13%
NWM
442
Northwest Wealth Management
Iowa
$2.55M -$89.8K -1,153 -3%
MSFS
443
Main Street Financial Solutions
Pennsylvania
$2.53M +$223K +2,858 +10%
EG
444
Enstar Group
Bermuda
$2.53M
EA
445
Eclectic Associates
California
$2.52M +$114K +1,468 +5%
WF
446
Welch & Forbes
Massachusetts
$2.52M -$499K -6,401 -17%
AIM
447
AHL Investment Management
Florida
$2.5M +$91.4K +1,174 +4%
AWA
448
Aletheian Wealth Advisors
Washington
$2.49M +$162K +2,081 +7%
Koshinski Asset Management
449
Koshinski Asset Management
Illinois
$2.49M +$172K +2,206 +8%
PL
450
Plancorp LLC
Missouri
$2.47M +$25.6K +329 +1%

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.