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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
RFC
576
Regions Financial Corp
Alabama
$1.23M -$47.1K -618 -4%
ACP
577
Aveo Capital Partners
Colorado
$1.22M +$91.9K +1,205 +8%
Lido Advisors
578
Lido Advisors
California
$1.2M -$403K -5,281 -25%
SEP
579
Southland Equity Partners
Missouri
$1.19M -$16.3K -214 -1%
CFG
580
Cooper Financial Group
California
$1.19M -$61.2K -802 -5%
EK
581
Evensky & Katz
Florida
$1.19M -$56K -734 -5%
Bessemer Group
582
Bessemer Group
New Jersey
$1.19M
AFGAS
583
Allegiance Financial Group Advisory Services
Virginia
$1.18M -$21.4K -281 -2%
IF
584
Insight Folios
North Carolina
$1.17M -$58.2K -763 -5%
CIP
585
Capital Insight Partners
Arizona
$1.17M -$114K -1,493 -9%
KeyBank National Association
586
KeyBank National Association
Ohio
$1.16M -$15.3K -200 -1%
RWI
587
Red Wave Investments
Pennsylvania
$1.15M -$52K -681 -4%
CWM
588
Cornerstone Wealth Management
Missouri
$1.15M -$70.5K -924 -6%
CP
589
Cumberland Partners
Ontario, Canada
$1.15M -$7.63K -100 -0.7%
FA
590
FSA Advisors
Michigan
$1.14M -$25.4K -333 -2%
TIM
591
Thompson Investment Management
Wisconsin
$1.14M -$131K -1,715 -10%
ALWM
592
Andrews Lucia Wealth Management
California
$1.13M
EWM
593
Elmwood Wealth Management
California
$1.13M +$458 +6 +0%
PCWA
594
Pacific Capital Wealth Advisors
California
$1.13M -$47.1K -617 -4%
SFS
595
Security Financial Services
Indiana
$1.13M +$72.7K +953 +7%
CWM
596
Cahaba Wealth Management
Georgia
$1.12M +$75.5K +989 +7%
SWG
597
Summit Wealth Group
Vermont
$1.12M +$1.11M +14,603 New
PFS
598
Prospera Financial Services
Texas
$1.12M -$155K -2,036 -12%
AP
599
Americana Partners
Texas
$1.12M -$1.22K -16 -0.1%
SIA
600
Schechter Investment Advisors
Michigan
$1.11M -$56.5K -740 -5%

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.