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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
NRI
676
NFP Retirement Inc
California
$770K +$29.6K +380 +4%
AMG
677
Asset Management Group
Connecticut
$765K +$4.99K +64 +0.7%
EWA
678
Etesian Wealth Advisors
Oregon
$761K +$754K +9,675 New
EWA
679
Evolution Wealth Advisors
Florida
$758K +$61.9K +795 +9%
PMG
680
Private Management Group
California
$752K -$156K -2,003 -17%
FCI
681
Financial Counselors Inc
Kansas
$750K -$4.36K -56 -0.6%
CA
682
Cumberland Advisors
Florida
$739K +$87.6K +1,125 +14%
RIM
683
Redwood Investment Management
Arizona
$733K +$5.38K +69 +0.7%
KAH
684
Kathryn A. Hall
$731K
EW
685
Evoke Wealth
California
$727K
ANTB
686
AMG National Trust Bank
Colorado
$727K -$1.16M -14,908 -62%
TCBWMS
687
Texas Capital Bank Wealth Management Services
Texas
$723K +$40.2K +516 +6%
CFIA
688
Cantor Fitzgerald Investment Advisors
New York
$717K +$709K +9,107 New
CCM
689
Crabel Capital Management
California
$716K +$444K +5,701 +168%
AWM
690
Austin Wealth Management
Texas
$715K -$9.04K -116 -1%
CWM
691
Compass Wealth Management
Connecticut
$705K +$183K +2,354 +36%
AssetMark Inc
692
AssetMark Inc
California
$693K +$75.2K +965 +12%
JSL
693
JT Stratford LLC
Georgia
$689K +$15.7K +202 +2%
MPW
694
MGO Private Wealth
California
$689K -$28K -359 -4%
FWIA
695
Fort Washington Investment Advisors
Ohio
$684K -$19.5K -250 -3%
BIAS
696
Beacon Investment Advisory Services
New Jersey
$682K -$31.1K -399 -4%
TIA
697
Tiemann Investment Advisors
California
$681K -$50.6K -650 -7%
TWCA
698
Two West Capital Advisors
Kansas
$681K +$33.7K +433 +5%
GIA
699
Gladstone Institutional Advisory
Florida
$678K -$232K -2,979 -26%
SS
700
Sunbelt Securities
Texas
$673K +$510K +6,549 +327%

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.