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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
HCM
451
Hollencrest Capital Management
California
$2.43M -$35.6K -457 -1%
PHWM
452
Pine Harbor Wealth Management
Maryland
$2.42M -$402K -5,163 -14%
BOC
453
Bull Oak Capital
California
$2.42M -$4.32M -55,440 -64%
AFO
454
Arrowroot Family Office
California
$2.41M +$295K +3,785 +14%
TNB
455
Thomasville National Bank
Georgia
$2.41M -$221K -2,831 -8%
FAM
456
Frontier Asset Management
Wyoming
$2.4M -$29.4K -378 -1%
EFG
457
Everhart Financial Group
Ohio
$2.37M +$2.34K +30 +0.1%
BFA
458
Bragg Financial Advisors
North Carolina
$2.35M +$73.8K +947 +3%
CAM
459
Cresset Asset Management
Illinois
$2.35M -$320K -4,110 -12%
CAG
460
Csenge Advisory Group
Florida
$2.33M +$843K +10,819 +57%
SIA
461
SeaBridge Investment Advisors
New Jersey
$2.28M -$204K -2,613 -8%
IFG
462
Independent Financial Group
California
$2.27M +$147K +1,882 +7%
SWM
463
Selective Wealth Management
Virginia
$2.27M -$76.2K -978 -3%
JFGIW
464
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.23M +$1.94M +24,875 +720%
WS
465
Wela Strategies
Georgia
$2.2M -$512K -6,568 -19%
CAG
466
Crestwood Advisors Group
Massachusetts
$2.16M -$349K -4,486 -14%
NFP
467
NorthLanding Financial Partners
New York
$2.15M +$104K +1,333 +5%
VWM
468
Valley Wealth Managers
New Jersey
$2.14M +$68.3K +877 +3%
FLI
469
Family Legacy Inc
South Carolina
$2.14M -$38.9K -500 -2%
GVAG
470
Great Valley Advisor Group
Delaware
$2.13M +$29.4K +377 +1%
MWM
471
Massachusetts Wealth Management
Massachusetts
$2.11M -$35.4K -455 -2%
PCM
472
Prelude Capital Management
New York
$2.1M +$2.08M +26,660 New
EH
473
Equitable Holdings
New York
$2.09M -$138K -1,766 -6%
LFP
474
Leeward Financial Partners
Washington
$2.09M +$35.8K +460 +2%
VP
475
Verum Partners
North Carolina
$2.08M -$211K -2,713 -9%

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.