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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
Cerity Partners
26
Cerity Partners
New York
$161M +$43.2M +554,982 +37%
TLFA
27
True Link Financial Advisors
California
$160M -$60.4M -775,009 -28%
AC
28
Apella Capital
Connecticut
$148M +$8.87M +113,824 +6%
Focus Partners Wealth
29
Focus Partners Wealth
Massachusetts
$126M +$121M +1,558,401 +3,583%
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$113M -$7.54M -96,843 -6%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$112M +$1.97M +25,347 +2%
ST
32
Smithfield Trust
Pennsylvania
$104M -$1.59M -20,436 -2%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$104M -$3.04M -39,049 -3%
RJA
34
Raymond James & Associates
Florida
$97.4M +$1.12M +14,329 +1%
MIS
35
Morningstar Investment Services
Illinois
$97.2M -$39.6M -507,912 -29%
WCWM
36
Willow Creek Wealth Management
California
$95.2M +$5.2M +66,777 +6%
VA
37
Valmark Advisers
Ohio
$93.7M +$4.15M +53,301 +5%
Truist Financial
38
Truist Financial
North Carolina
$92.3M -$661K -8,489 -0.7%
RIM
39
RW Investment Management
Idaho
$87.1M +$2.88M +36,920 +3%
BNP Paribas Financial Markets
40
BNP Paribas Financial Markets
France
$86.6M +$66.3M +850,753 +341%
Jones Financial Companies
41
Jones Financial Companies
Missouri
$82.7M -$573K -7,351 -0.7%
Ameriprise
42
Ameriprise
Minnesota
$80M +$478K +6,138 +0.6%
Osaic Holdings
43
Osaic Holdings
Arizona
$78.6M -$2.42M -31,067 -3%
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$78.3M +$21.4M +274,442 +38%
DC
45
Davenport & Co
Virginia
$76M +$2.85M +36,578 +4%
PGFC
46
Peapack-Gladstone Financial Corp
New Jersey
$73.4M +$4.01M +51,460 +6%
RCI
47
RS Crum Inc
California
$71.5M +$13.8M +177,434 +24%
WL
48
WIT LLC
District of Columbia
$69M -$3.5K -45 -5%
FCH
49
Freestone Capital Holdings
Washington
$68.2M +$3.83M +49,160 +6%
Janney Montgomery Scott
50
Janney Montgomery Scott
Pennsylvania
$68M +$10.7K +138 +0%

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.