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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
LIA
701
LBMC Investment Advisors
Tennessee
$664K -$84.8K -1,112 -11%
GFS
702
GYL Financial Synergies
Connecticut
$661K -$27.5K -360 -4%
Fidelity Investments
703
Fidelity Investments
Massachusetts
$657K +$186K +2,437 +40%
JSL
704
JT Stratford LLC
Georgia
$656K +$70.6K +926 +12%
MW
705
Maia Wealth
Colorado
$640K +$632K +8,290 New
AIM
706
Anchor Investment Management
South Carolina
$639K +$153K +2,005 +32%
WAS
707
Wealth Advisory Solutions
Indiana
$639K -$6.79K -89 -1%
RFG
708
REAP Financial Group
Texas
$639K +$389K +5,101 +158%
CA
709
Cumberland Advisors
Florida
$634K -$240K -3,145 -28%
TWCA
710
Two West Capital Advisors
Kansas
$631K +$627K +8,224 New
WJA
711
Willis Johnson & Associates
Texas
$630K +$12.7K +167 +2%
ACM
712
Alamar Capital Management
California
$623K +$620K +8,125 New
GIA
713
Guyasuta Investment Advisors
Pennsylvania
$618K
WTC
714
WhitTier Trust Company
Nevada
$617K -$187K -2,451 -23%
CWA
715
Canvas Wealth Advisors
Kansas
$610K -$6.18K -81 -1%
HWA
716
HCR Wealth Advisors
California
$609K -$18.9K -248 -3%
AIFAIM
717
American Institute for Advanced Investment Management
Arizona
$608K +$19.8K +260 +3%
AA
718
Advisory Alpha
Michigan
$608K -$1.02M -13,357 -63%
Franklin Resources
719
Franklin Resources
California
$606K -$372K -4,881 -38%
AssetMark Inc
720
AssetMark Inc
California
$602K -$52K -681 -8%
ACM
721
Absolute Capital Management
Pennsylvania
$601K +$195K +2,561 +49%
NAM
722
NorthCrest Asset Manangement
Minnesota
$601K -$3.91M -51,274 -87%
BLC
723
Brown, Lisle/Cummings
Rhode Island
$598K
BFA
724
Beacon Financial Advisory
Ohio
$597K +$81.3K +1,066 +17%
LRWA
725
Long Run Wealth Advisors
New York
$594K

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.