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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
MBT
551
Montecito Bank & Trust
California
$1.37M +$1.36M +17,404 New
RI
552
Ridgewood Investments
New Jersey
$1.37M +$78.7K +1,010 +6%
EGM
553
Engineers Gate Manager
New York
$1.36M +$1.35M +17,319 New
MSAM
554
Moloney Securities Asset Management
Missouri
$1.36M +$14.1K +181 +1%
NFP
555
Narus Financial Partners
Utah
$1.36M +$16K +205 +1%
LFG
556
Larson Financial Group
Missouri
$1.35M +$26.3K +337 +2%
RFG
557
Range Financial Group
Oregon
$1.35M -$65K -835 -5%
FPB
558
First PREMIER Bank
South Dakota
$1.34M -$467 -6 -0%
TB
559
Treynor Bancshares
Iowa
$1.33M -$110K -1,416 -8%
AL
560
Aspiriant LLC
California
$1.32M -$321K -4,120 -20%
SIC
561
Schwartz Investment Counsel
Michigan
$1.3M
RIL
562
Rothschild Investment LLC
Illinois
$1.29M +$857 +11 +0.1%
KWM
563
Kingsview Wealth Management
Oregon
$1.29M +$218K +2,802 +21%
MPWT
564
MassMutual Private Wealth & Trust
Connecticut
$1.27M -$67K -860 -5%
ODIJL
565
One Day In July LLC
Vermont
$1.27M -$1.6M -20,479 -56%
USCWA
566
U.S. Capital Wealth Advisors
Texas
$1.27M +$703K +9,023 +127%
BC
567
Burney Company
Virginia
$1.27M -$11.5K -148 -0.9%
MW
568
Marcum Wealth
Ohio
$1.26M -$68.3K -877 -5%
Millennium Management
569
Millennium Management
New York
$1.26M +$1.24M +15,969 New
HR
570
Hardy Reed
Mississippi
$1.25M -$30.1K -387 -2%
SWP
571
Stratos Wealth Partners
Ohio
$1.23M -$84.6K -1,086 -6%
CA
572
Calton & Associates
Florida
$1.23M -$504K -6,466 -29%
EK
573
Evensky & Katz
Florida
$1.23M +$7.63K +98 +0.6%
AFGAS
574
Allegiance Financial Group Advisory Services
Virginia
$1.22M +$10.1K +130 +0.8%
VWA
575
VERITY Wealth Advisors
United States
$1.22M +$174K +2,233 +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.