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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
SCA
601
Snowden Capital Advisors
New York
$1.1M -$252K -3,230 -19%
CAMG
602
CWA Asset Management Group
Florida
$1.1M +$1.09M +13,990 New
RAG
603
RIA Advisory Group
Iowa
$1.1M +$1.09M +13,987 New
KCM
604
Kathmere Capital Management
Pennsylvania
$1.1M +$9.04K +116 +0.8%
RWI
605
Red Wave Investments
Pennsylvania
$1.1M -$83.7K -1,074 -7%
TSS
606
Two Sigma Securities
New York
$1.1M +$1.09M +13,945 New
AWM
607
Apollon Wealth Management
South Carolina
$1.1M -$1.36M -17,461 -56%
SWG
608
Summit Wealth Group
Vermont
$1.09M -$56.6K -727 -5%
FIA
609
Foundations Investment Advisors
Arizona
$1.09M -$280K -3,598 -21%
PFS
610
Prospera Financial Services
Texas
$1.09M -$58.6K -752 -5%
CWR
611
Chico Wealth RIA
California
$1.08M +$8.8K +113 +0.8%
EFS
612
Essex Financial Services
Connecticut
$1.08M +$23.4K +300 +2%
RC
613
Roundview Capital
New Jersey
$1.07M +$112K +1,442 +12%
WA
614
Wealthstream Advisors
New York
$1.05M +$8.72K +112 +0.8%
TWA
615
TCI Wealth Advisors
Arizona
$1.05M +$81.3K +1,044 +9%
CIP
616
Capital Insight Partners
Arizona
$1.05M -$151K -1,933 -13%
JIC
617
Joel Isaacson & Co
New York
$1.04M +$3.04K +39 +0.3%
CCM
618
Cambridge Capital Management
Illinois
$1.04M +$3.58K +46 +0.4%
LNWWM
619
Laird Norton Wetherby Wealth Management
California
$1.03M
ALWM
620
Andrews Lucia Wealth Management
California
$1.03M -$104K -1,338 -9%
WWM
621
Western Wealth Management
Colorado
$1.02M -$46K -590 -4%
MJRIC
622
Mogy Joel R Investment Counsel
California
$1.01M -$27.3K -350 -3%
LIA
623
LifePlan Investment Advisors
North Carolina
$1M +$193K +2,476 +24%
FNBOO
624
First National Bank of Omaha
Nebraska
$997K +$21K +269 +2%
MFG
625
Merit Financial Group
Georgia
$994K +$21K +270 +2%

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.