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Vanguard Short-Term Bond ETF

1,131 hedge funds and large institutions have $26.6B invested in Vanguard Short-Term Bond ETF in 2024 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 445 increasing their positions, 464 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more capital invested

Capital invested by funds: $25.9B → $26.6B (+$705M)

0.09% more ownership

Funds ownership: 82.08%82.17% (+0.09%)

1% less funds holding in top 10

Funds holding in top 10: 121120 (-1)

4% less repeat investments, than reductions

Existing positions increased: 445 | Existing positions reduced: 464

2% less funds holding

Funds holding: 1,1581,131 (-27)

16% less first-time investments, than exits

New positions opened: 82 | Existing positions closed: 98

Holders
1,131
Holders Change
-27
Holders Change %
-2.33%
% of All Funds
16.33%
Holding in Top 10
120
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.83%
% of All Funds
1.73%
New
82
Increased
445
Reduced
464
Closed
98
Calls
$245K
Puts
Net Calls
+$245K
Net Calls Change
-$376K
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
26
Carlson Capital Management
Minnesota
$147M +$9.21M +120,683 +7%
AC
27
Apella Capital
Connecticut
$136M +$9.44M +123,771 +8%
MIS
28
Morningstar Investment Services
Illinois
$134M -$1.58M -20,718 -1%
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$117M +$1.68M +22,021 +1%
Cerity Partners
30
Cerity Partners
New York
$114M +$81M +1,061,851 +251%
BSW
31
Buckingham Strategic Wealth
Missouri
$112M -$1.32M -17,340 -1%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$107M -$913K -11,967 -0.9%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$104M -$10.4M -136,646 -9%
ST
34
Smithfield Trust
Pennsylvania
$103M -$6.3M -82,531 -6%
AA
35
Axiom Advisory
California
$95.1M +$93.2M +1,220,918 +4,495%
RJA
36
Raymond James & Associates
Florida
$93.8M +$65.5K +858 +0.1%
Truist Financial
37
Truist Financial
North Carolina
$90.6M -$5.68M -74,480 -6%
WCWM
38
Willow Creek Wealth Management
California
$87.7M +$4.83M +63,246 +6%
VA
39
Valmark Advisers
Ohio
$87.2M +$10.4M +136,113 +14%
RIM
40
RW Investment Management
Idaho
$82M +$2.56M +33,516 +3%
Jones Financial Companies
41
Jones Financial Companies
Missouri
$81.1M +$1.04M +13,637 +1%
Osaic Holdings
42
Osaic Holdings
Arizona
$79M -$2.85M -37,386 -4%
Ameriprise
43
Ameriprise
Minnesota
$77.6M -$27.4M -359,268 -26%
DPI
44
Diversified Portfolios Inc
Michigan
$74.1M -$2.55M -33,460 -3%
DC
45
Davenport & Co
Virginia
$71.3M -$2.06M -26,974 -3%
WL
46
WIT LLC
District of Columbia
$70.7M -$14.9K -195 -17%
PGFC
47
Peapack-Gladstone Financial Corp
New Jersey
$67.6M +$6.6M +86,560 +11%
Janney Montgomery Scott
48
Janney Montgomery Scott
Pennsylvania
$66.3M +$1.49M +19,577 +2%
EA
49
Efficient Advisors
Ohio
$63.4M -$899K -11,784 -1%
FCH
50
Freestone Capital Holdings
Washington
$62.7M +$1.46M +19,171 +2%

BSV Hedge Fund Activity: Q2 2024 in Review

1,131 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Bond ETF (BSV) for Q2 2024, worth a combined $26.6B — up 2.7% from $25.9B a quarter earlier.

Sellers outnumbered buyers: 98 funds closed out of BSV and 82 opened new positions — a net loss of 16 holders — while 464 trimmed existing stakes and 445 added.

The largest buyer was JP Morgan Chase, adding an estimated $387M. The largest seller was Northern Trust, cutting an estimated $244M.

  • 1,131 institutional investors held Vanguard Short-Term Bond ETF (BSV) as of Q2 2024, down from 1,158 in Q1 2024.
  • Funds reported $26.6B of Vanguard Short-Term Bond ETF stock for Q2 2024, up 2.7% quarter-over-quarter.
  • 82 funds opened new Vanguard Short-Term Bond ETF positions in Q2 2024 and 98 closed out, a net change of -16 holders.
  • The largest Vanguard Short-Term Bond ETF buyer in Q2 2024 was JP Morgan Chase, an estimated $387M added.
  • The largest Vanguard Short-Term Bond ETF seller in Q2 2024 was Northern Trust, an estimated $244M sold.

Based on aggregated 13F filings for Q2 2024.