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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
MA
626
Montag & Associates
Georgia
$963K -$3.97K -52 -0.4%
MC
627
Moors & Cabot
Massachusetts
$962K -$7.32K -96 -0.8%
DWT
628
Dorsey & Whitney Trust
South Dakota
$959K -$191K -2,500 -17%
FNBOO
629
First National Bank of Omaha
Nebraska
$951K -$88.8K -1,164 -9%
JFA
630
JNBA Financial Advisors
Minnesota
$950K -$4.62M -60,506 -83%
MFG
631
Merit Financial Group
Georgia
$948K -$206K -2,698 -18%
ATC
632
Argent Trust Co
Tennessee
$947K -$131K -1,719 -12%
TCOV
633
Trust Company of Vermont
Vermont
$945K +$21.6K +283 +2%
WB
634
WesBanco Bank
West Virginia
$942K -$461K -6,037 -33%
TWA
635
TCI Wealth Advisors
Arizona
$942K +$94.5K +1,239 +11%
CD
636
Chapin Davis
Maryland
$938K -$15.4K -202 -2%
PAG
637
Powers Advisory Group
Illinois
$934K -$4.65K -61 -0.5%
RC
638
Roundview Capital
New Jersey
$931K -$39K -511 -4%
DI
639
Disciplined Investments
Oklahoma
$925K +$12.1K +159 +1%
Financial Engines Advisors
640
Financial Engines Advisors
California
$921K +$29.7K +389 +3%
NB
641
NBT Bank
New York
$917K +$43.3K +568 +5%
AAM
642
Aureus Asset Management
Massachusetts
$910K -$8.7K -114 -1%
AFG
643
ABLE Financial Group
Arizona
$910K +$905K +11,864 New
SB
644
Simmons Bank
Arkansas
$905K -$60.1K -788 -6%
PWG
645
Private Wealth Group
Florida
$900K
TCG
646
Transcendent Capital Group
Oklahoma
$899K +$59K +773 +7%
EP
647
Edgestream Partners
New Jersey
$898K +$893K +11,706 New
KFS
648
Kelly Financial Services
Massachusetts
$897K +$25.5K +334 +3%
GIA
649
Gladstone Institutional Advisory
Florida
$889K +$29.8K +391 +3%
PMG
650
Private Management Group
California
$887K -$12.3K -161 -1%

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.