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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
CT
501
Caldwell Trust
Florida
$1.81M +$147K +1,881 +9%
MFWP
502
Mosaic Family Wealth Partners
Missouri
$1.81M +$150K +1,922 +9%
RFP
503
RCS Financial Planning
Maryland
$1.8M +$3.97K +51 +0.2%
PFPT
504
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.77M +$13.3K +171 +0.8%
CPIG
505
Chicago Partners Investment Group
Illinois
$1.75M +$126K +1,619 +8%
AP
506
Adero Partners
California
$1.75M -$83.3K -1,069 -5%
GWMIA
507
Global Wealth Management Investment Advisory
Florida
$1.74M -$25.6K -329 -1%
TCM
508
TruNorth Capital Management
Michigan
$1.74M -$83K -1,066 -5%
SFS
509
Summit Financial Strategies
Ohio
$1.73M +$94.3K +1,210 +6%
PA
510
PFG Advisors
Arizona
$1.72M -$321K -4,124 -16%
AWA
511
Arbor Wealth Advisors
Michigan
$1.72M -$335K -4,300 -16%
NPFS
512
Novak & Powell Financial Services
Florida
$1.71M -$35.4K -454 -2%
AWP
513
Ascent Wealth Partners
New York
$1.7M -$56.2K -721 -3%
CA
514
CoreCap Advisors
Michigan
$1.67M +$1.65M +21,237 New
PMG
515
ProVise Management Group
Florida
$1.67M -$27K -347 -2%
UB
516
UMB Bank
Missouri
$1.66M -$160K -2,056 -9%
PAA
517
Peregrine Asset Advisers
Oregon
$1.66M +$389 +5 +0%
JWS
518
Juncture Wealth Strategies
Arizona
$1.65M -$261K -3,354 -14%
BPC
519
Banque Pictet & Cie
Switzerland
$1.63M +$15.6K +200 +1%
KFP
520
KMG Fiduciary Partners
Ohio
$1.62M -$83K -1,065 -5%
EWA
521
EP Wealth Advisors
California
$1.62M +$568K +7,295 +55%
HHRDM
522
H&H Retirement Design & Management
Nevada
$1.62M -$418K -5,365 -21%
SAW
523
Signal Advisors Wealth
Michigan
$1.6M +$1.58M +20,296 New
RRCM
524
Rappaport Reiches Capital Management
Illinois
$1.59M
RFC
525
Regions Financial Corp
Alabama
$1.58M +$318K +4,082 +25%

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.