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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
TCG
626
Transcendent Capital Group
Oklahoma
$989K +$65.9K +846 +7%
MW
627
MBL Wealth
North Carolina
$986K -$31.2K -400 -3%
DWT
628
Dorsey & Whitney Trust
South Dakota
$984K
GCA
629
Gradient Capital Advisors
California
$979K -$59K -758 -6%
MC
630
Moors & Cabot
Massachusetts
$966K -$20.4K -262 -2%
CD
631
Chapin Davis
Maryland
$955K -$6.86K -88 -0.7%
QWP
632
Quotient Wealth Partners
Texas
$950K -$564K -7,244 -37%
TCOV
633
Trust Company of Vermont
Vermont
$946K -$23K -295 -2%
MFIM
634
Mesirow Financial Investment Management
Illinois
$945K +$182K +2,333 +24%
TFG
635
Team Financial Group
California
$945K -$154K -1,974 -14%
PAG
636
Powers Advisory Group
Illinois
$944K -$13.9K -178 -1%
EP
637
Edgestream Partners
New Jersey
$942K +$20.6K +265 +2%
M
638
MOTCO
Texas
$928K +$69.6K +894 +8%
PWG
639
Private Wealth Group
Florida
$923K
DI
640
Disciplined Investments
Oklahoma
$921K -$27.4K -352 -3%
KFS
641
Kelly Financial Services
Massachusetts
$916K -$4.28K -55 -0.5%
AFG
642
ABLE Financial Group
Arizona
$913K -$20.3K -260 -2%
AAM
643
Aureus Asset Management
Massachusetts
$912K -$21.8K -280 -2%
MA
644
MONECO Advisors
Connecticut
$910K +$100K +1,284 +12%
ATC
645
Argent Trust Co
Tennessee
$907K -$63.6K -816 -7%
MGWA
646
Monument Group Wealth Advisors
Massachusetts
$904K +$6.7K +86 +0.8%
FHA
647
Flagship Harbor Advisors
Massachusetts
$900K +$16.9K +217 +2%
SWM
648
SeaCrest Wealth Management
New York
$897K +$7.24K +93 +0.8%
BC
649
Barrett & Company
Rhode Island
$896K +$156 +2 +0%
Fiera Capital (Canada)
650
Fiera Capital (Canada)
Quebec, Canada
$892K +$102K +1,308 +13%

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.