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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
HKAM
726
Horizon Kinetics Asset Management
New York
$592K
KC
727
Kingfisher Capital
North Carolina
$590K +$297K +3,815 +103%
CHA
728
Carmichael Hill & Associates
Maryland
$590K +$65.7K +843 +13%
MW
729
Maia Wealth
Colorado
$588K -$57K -732 -9%
CCG
730
Chatham Capital Group
Georgia
$587K
PCM
731
Pointe Capital Management
Michigan
$580K
AWA
732
Arete Wealth Advisors
Illinois
$577K -$220K -2,822 -28%
FA
733
FDx Advisors
Illinois
$576K -$29K -372 -5%
RWM
734
Ritholtz Wealth Management
New York
$575K -$119K -1,525 -17%
SC
735
Stephens Consulting
Michigan
$570K +$257K +3,294 +83%
MAS
736
Madden Advisory Services
Florida
$569K -$25.7K -330 -4%
KWA
737
Kingswood Wealth Advisors
California
$568K +$28.9K +371 +5%
LPP
738
Life Planning Partners
Florida
$567K -$11.7K -150 -2%
MMPW
739
Mitchell McLeod Pugh & Williams
Alabama
$561K +$15.3K +196 +3%
CA
740
Clearstead Advisors
Ohio
$554K +$12.5K +161 +2%
TWP
741
Total Wealth Planning
Ohio
$552K +$234 +3 +0%
AIC
742
Argus Investors Counsel
New York
$552K -$33.5K -430 -6%
PI
743
PFG Investments
New York
$548K -$23.8K -306 -4%
RWM
744
Ruedi Wealth Management
Illinois
$548K -$10.4K -133 -2%
MAM
745
McCarthy Asset Management
California
$547K +$4.6K +59 +0.9%
Bank Julius Baer & Co
746
Bank Julius Baer & Co
Switzerland
$543K +$453K +5,821 New
CICC
747
Capital Investment Counsel (Colorado)
Colorado
$540K -$927K -11,897 -63%
AA
748
Advisory Alpha
Michigan
$538K -$85.2K -1,094 -14%
PPP
749
Private Portfolio Partners
New Jersey
$537K +$531K +6,823 New
DSC
750
Duncker Streett & Co
Missouri
$536K

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.