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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
GVAG
476
Great Valley Advisor Group
Delaware
$2.05M -$163K -2,142 -7%
CIA
477
Compass Ion Advisors
Pennsylvania
$2.05M
GFWA
478
Grey Fox Wealth Advisors
Delaware
$2.05M -$161K -2,115 -7%
MHR
479
Matthew Hamilton Rosenberg
$2.03M -$810K -10,616 -29%
VWM
480
Valley Wealth Managers
New Jersey
$2.02M +$99.6K +1,306 +5%
NL
481
Navalign LLC
California
$2.02M +$11K +144 +0.5%
FIM
482
Freedom Investment Management
Connecticut
$2.01M -$97K -1,271 -5%
HHRDM
483
H&H Retirement Design & Management
Nevada
$2.01M +$25.9K +340 +1%
AWA
484
Arbor Wealth Advisors
Michigan
$2M -$285K -3,740 -13%
LFP
485
Leeward Financial Partners
Washington
$2M -$29.4K -386 -1%
NFP
486
NorthLanding Financial Partners
New York
$2M +$92.3K +1,210 +5%
PA
487
PFG Advisors
Arizona
$2M +$63.5K +832 +3%
CAL
488
Capital Advisors Ltd
Ohio
$1.99M +$507K +6,641 +34%
WS
489
Wedbush Securities
California
$1.99M +$4.2K +55 +0.2%
EAM
490
Evanson Asset Management
California
$1.97M -$361K -4,738 -16%
SWP
491
Summit Wealth Partners
Florida
$1.95M -$58.3K -764 -3%
JSSH
492
J. Safra Sarasin Holding
$1.92M +$1.91M +25,000 New
SAM
493
Smartleaf Asset Management
Massachusetts
$1.89M -$1.29M -16,966 -41%
JWS
494
Juncture Wealth Strategies
Arizona
$1.86M -$236K -3,087 -11%
NFG
495
Nations Financial Group
Iowa
$1.86M -$12.8K -168 -0.7%
JE
496
JMAC Enterprises
Pennsylvania
$1.85M -$1.6K -21 -0.1%
ANTB
497
AMG National Trust Bank
Colorado
$1.85M +$1.24M +16,286 +207%
CGPCS
498
Capital Group Private Client Services
California
$1.85M +$8.54K +112 +0.5%
KA
499
Kovack Advisors
Florida
$1.85M +$6.56K +86 +0.4%
GSEP
500
Golden State Equity Partners
California
$1.8M +$1.79M +23,416 New

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.