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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
WJA
701
Willis Johnson & Associates
Texas
$672K +$25.5K +327 +4%
EWA
702
Exencial Wealth Advisors
Oklahoma
$670K -$8.34M -107,037 -93%
AIFAIM
703
American Institute for Advanced Investment Management
Arizona
$668K +$43.2K +555 +7%
MWA
704
Merkkuri Wealth Advisors
New York
$667K +$99K +1,271 +18%
AWA
705
Arkadios Wealth Advisors
Georgia
$665K -$328K -4,205 -33%
BJL
706
Brighton Jones LLC
Washington
$661K +$192K +2,462 +41%
KC
707
Kades & Cheifetz
Pennsylvania
$657K +$370K +4,748 +132%
WAS
708
Wealth Advisory Solutions
Indiana
$654K -$935 -12 -0.1%
OMC
709
Old Mission Capital
Illinois
$654K +$647K +8,308 New
BTWM
710
Brass Tax Wealth Management
Ohio
$651K -$36K -462 -5%
LIA
711
LBMC Investment Advisors
Tennessee
$650K -$31.3K -402 -5%
LG
712
LaFleur & Godfrey
Michigan
$640K +$46.7K +600 +8%
ACM
713
Alamar Capital Management
California
$639K
WTC
714
WhitTier Trust Company
Nevada
$633K
TA
715
TrueWealth Advisors
Alabama
$632K -$120K -1,538 -16%
AFP
716
Ausdal Financial Partners
Iowa
$628K +$58.6K +752 +10%
HWA
717
HCR Wealth Advisors
California
$625K
NB
718
NBT Bank
New York
$624K -$314K -4,027 -34%
CWA
719
Canvas Wealth Advisors
Kansas
$618K -$1.79K -23 -0.3%
Franklin Resources
720
Franklin Resources
California
$615K -$234 -3 -0%
NAM
721
NorthCrest Asset Manangement
Minnesota
$611K -$5.38K -69 -0.9%
LRWA
722
Long Run Wealth Advisors
New York
$610K
AIA
723
Accelerate Investment Advisors
California
$600K +$594K +7,629 New
DTC
724
Davidson Trust Company
Washington
$595K +$2.49K +32 +0.4%
BLC
725
Brown, Lisle/Cummings
Rhode Island
$594K -$19.5K -250 -3%

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.