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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
DWS
551
Discipline Wealth Solutions
South Carolina
$1.36M +$234K +3,061 +21%
FIB
552
First Interstate Bank
Montana
$1.36M +$151K +1,976 +13%
HWA
553
Hillcrest Wealth Advisors
New Jersey
$1.35M
GL
554
Graypoint LLC
New York
$1.34M -$1.1M -14,381 -45%
NCFG
555
New Century Financial Group
New Jersey
$1.34M +$1.33M +17,456 New
FIA
556
Foundations Investment Advisors
Arizona
$1.34M -$99.1K -1,299 -7%
ATS
557
Ashton Thomas Securities
New York
$1.33M +$1.29M +16,904 New
SCA
558
Snowden Capital Advisors
New York
$1.32M +$222K +2,904 +20%
BWA
559
Burt Wealth Advisors
Maryland
$1.32M +$17.6K +231 +1%
MWM
560
Merriman Wealth Management
Washington
$1.32M +$170K +2,230 +15%
MSAM
561
Moloney Securities Asset Management
Missouri
$1.31M +$27.3K +358 +2%
FPB
562
First PREMIER Bank
South Dakota
$1.31M +$56.6K +742 +5%
MPWT
563
MassMutual Private Wealth & Trust
Connecticut
$1.31M -$323K -4,228 -20%
NFP
564
Narus Financial Partners
Utah
$1.31M +$158K +2,075 +14%
MW
565
Marcum Wealth
Ohio
$1.3M +$30.1K +394 +2%
LFG
566
Larson Financial Group
Missouri
$1.29M -$214K -2,806 -14%
SWP
567
Stratos Wealth Partners
Ohio
$1.28M +$485K +6,359 +61%
CIBC Private Wealth Group
568
CIBC Private Wealth Group
Georgia
$1.28M +$142K +1,863 +13%
SIC
569
Schwartz Investment Counsel
Michigan
$1.27M -$76.3K -1,000 -6%
RIL
570
Rothschild Investment LLC
Illinois
$1.26M +$839 +11 +0.1%
MWM
571
Maripau Wealth Management
Indiana
$1.25M -$83K -1,088 -6%
RI
572
Ridgewood Investments
New Jersey
$1.25M -$77.1K -1,010 -6%
HR
573
Hardy Reed
Mississippi
$1.25M -$167K -2,188 -12%
BC
574
Burney Company
Virginia
$1.25M +$47.4K +621 +4%
QCG
575
Quadrant Capital Group
Ohio
$1.24M -$7.44M -97,510 -86%

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.