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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
MGWA
651
Monument Group Wealth Advisors
Massachusetts
$875K +$433K +5,673 +99%
BC
652
Barrett & Company
Rhode Island
$873K -$1.68K -22 -0.2%
IFO
653
Independent Family Office
New York
$869K -$134K -1,760 -13%
SWM
654
SeaCrest Wealth Management
New York
$867K +$3.43K +45 +0.4%
FHA
655
Flagship Harbor Advisors
Massachusetts
$861K -$28.8K -378 -3%
GP
656
Gridiron Partners
Pennsylvania
$859K
OCG
657
Opus Capital Group
Ohio
$851K
UBV
658
United Bank (Virginia)
Virginia
$846K
M
659
MOTCO
Texas
$836K +$61.2K +802 +8%
FDCDDQ
660
Federation des caisses Desjardins du Quebec
Quebec, Canada
$819K -$77.4K -1,015 -9%
SW
661
SVB Wealth
Massachusetts
$812K -$1.68M -22,028 -68%
RCIM
662
Red Cedar Investment Management
Michigan
$810K
S
663
SignatureFD
Georgia
$808K -$52K -682 -6%
CIC
664
Cutler Investment Counsel
Oregon
$804K -$35.3K -463 -4%
FFWA
665
Forthright Family Wealth Advisory
Texas
$804K -$3.05K -40 -0.4%
VCAM
666
Van Cleef Asset Management
Ohio
$799K -$10.7K -140 -1%
MA
667
MONECO Advisors
Connecticut
$788K -$18.9K -248 -2%
AIM
668
Alhambra Investment Management
Florida
$788K -$10.7K -140 -1%
LIA
669
LifePlan Investment Advisors
North Carolina
$786K +$134K +1,760 +21%
BFO
670
Biltmore Family Office
North Carolina
$781K -$1.07M -13,992 -58%
AWA
671
Arete Wealth Advisors
Illinois
$779K -$26.2K -344 -3%
Fiera Capital (Canada)
672
Fiera Capital (Canada)
Quebec, Canada
$769K +$15K +196 +2%
SA
673
SRH Advisors
Kansas
$767K -$115K -1,501 -13%
CFAM
674
Center For Asset Management
Florida
$758K +$11.2K +147 +2%
BAMG
675
Brand Asset Management Group
Missouri
$751K +$11.4K +149 +2%

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.