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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
NYLIM
676
New York Life Investment Management
New York
$746K -$4.27M -56,012 -85%
IPW
677
Invictus Private Wealth
Colorado
$746K -$923K -12,096 -55%
MFIM
678
Mesirow Financial Investment Management
Illinois
$742K -$20K -262 -3%
OP
679
ORG Partners
Indiana
$741K +$740K +9,699 New
AMG
680
Asset Management Group
Connecticut
$741K +$4.58K +60 +0.6%
FTA
681
Financial & Tax Architects
Missouri
$740K
FCI
682
Financial Counselors Inc
Kansas
$735K +$228K +2,988 +45%
TA
683
TrueWealth Advisors
Alabama
$734K +$68.9K +903 +10%
GC
684
Guidance Capital
Kentucky
$727K -$84.2K -1,104 -11%
NRI
685
NFP Retirement Inc
California
$721K +$15.6K +204 +2%
TIA
686
Tiemann Investment Advisors
California
$714K -$97.3K -1,275 -12%
AF
687
Advisornet Financial
Minnesota
$713K +$48.2K +632 +7%
KAH
688
Kathryn A. Hall
$713K
AWM
689
Austin Wealth Management
Texas
$712K -$64.2K -841 -8%
RIM
690
Redwood Investment Management
Arizona
$709K -$93.9K -1,231 -12%
EW
691
Evoke Wealth
California
$709K
ACA
692
American Capital Advisory
Idaho
$699K -$471K -6,168 -40%
MPW
693
MGO Private Wealth
California
$699K -$28K -367 -4%
LIM
694
Loudon Investment Management
New Hampshire
$698K
BIAS
695
Beacon Investment Advisory Services
New Jersey
$695K +$22.7K +298 +3%
FWIA
696
Fort Washington Investment Advisors
Ohio
$686K +$34.3K +450 +5%
EWA
697
Evolution Wealth Advisors
Florida
$678K +$14.4K +189 +2%
RWM
698
Ritholtz Wealth Management
New York
$677K -$53K -695 -7%
BTWM
699
Brass Tax Wealth Management
Ohio
$670K -$91.8K -1,203 -12%
TCBWMS
700
Texas Capital Bank Wealth Management Services
Texas
$665K

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.