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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
AFG
476
Atomi Financial Group
New York
$2.08M -$392K -5,030 -16%
UA
477
Unison Advisors
District of Columbia
$2.06M -$468K -6,005 -19%
FIM
478
Freedom Investment Management
Connecticut
$2.05M -$12.2K -157 -0.6%
NL
479
Navalign LLC
California
$2.04M -$33.3K -428 -2%
SWP
480
Summit Wealth Partners
Florida
$2.04M +$31.5K +404 +2%
SPIA
481
Steward Partners Investment Advisory
New York
$1.99M -$259K -3,330 -12%
WS
482
Wedbush Securities
California
$1.99M -$48.9K -628 -2%
EAM
483
Evanson Asset Management
California
$1.99M -$30.5K -392 -2%
SRA
484
Secured Retirement Advisors
Minnesota
$1.98M +$301K +3,865 +18%
BCA
485
Bay Colony Advisors
Massachusetts
$1.98M -$163K -2,095 -8%
JSSH
486
J. Safra Sarasin Holding
$1.97M
GFWA
487
Grey Fox Wealth Advisors
Delaware
$1.95M -$147K -1,889 -7%
SAM
488
Smartleaf Asset Management
Massachusetts
$1.95M +$1.64K +21 +0.1%
CIA
489
Compass Ion Advisors
Pennsylvania
$1.94M -$156K -2,007 -8%
KA
490
Kovack Advisors
Florida
$1.93M +$37.2K +478 +2%
CAL
491
Capital Advisors Ltd
Ohio
$1.92M -$124K -1,594 -6%
NFG
492
Nations Financial Group
Iowa
$1.91M +$3.97K +51 +0.2%
DWS
493
Discipline Wealth Solutions
South Carolina
$1.91M +$510K +6,553 +37%
SHFA
494
SC&H Financial Advisors
Maryland
$1.91M +$134K +1,714 +8%
JE
495
JMAC Enterprises
Pennsylvania
$1.89M -$9.81K -126 -0.5%
AIA
496
Ally Invest Advisors
North Carolina
$1.88M +$135K +1,736 +8%
AA
497
Alesco Advisors
New York
$1.84M +$623 +8 +0%
DCM
498
DGS Capital Management
New Jersey
$1.83M +$258K +3,313 +17%
SAI
499
Savvy Advisors Inc
New York
$1.83M +$90K +1,156 +5%
CCB
500
Country Club Bank
Missouri
$1.81M -$375K -4,820 -17%

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.