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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
ES
751
Eagle Strategies
New York
$532K -$1.13M -14,772 -68%
MMPW
752
Mitchell McLeod Pugh & Williams
Alabama
$531K +$144K +1,893 +38%
MAM
753
McCarthy Asset Management
California
$528K +$9.15K +120 +2%
CA
754
Clearstead Advisors
Ohio
$528K +$388K +5,082 +282%
KWA
755
Kingswood Wealth Advisors
California
$525K +$14.6K +191 +3%
TFA
756
Tobias Financial Advisors
Florida
$524K -$116K -1,516 -18%
BIM
757
Breakwater Investment Management
Washington
$523K +$21.5K +282 +4%
DSC
758
Duncker Streett & Co
Missouri
$523K -$38.1K -500 -7%
ACA
759
Aptus Capital Advisors
Alabama
$519K +$2.98K +39 +0.6%
SIMC
760
Squire Investment Management Company
Utah
$514K -$409K -5,356 -44%
KDA
761
Kraft Davis & Associates
Missouri
$511K -$34.2K -448 -6%
CHA
762
Carmichael Hill & Associates
Maryland
$510K +$11.2K +147 +2%
CWM
763
Compass Wealth Management
Connecticut
$507K +$22.9K +300 +5%
WTB
764
Washington Trust Bank
Washington
$505K -$615K -8,066 -55%
FWP
765
FAS Wealth Partners
Kansas
$503K +$3.89K +51 +0.8%
CNB
766
Camden National Bank
Maine
$501K +$35.5K +465 +8%
BFG
767
Baron Financial Group
New Jersey
$497K -$17.2K -225 -3%
MECA
768
Miller Equity Capital Advisors
Texas
$496K -$10.7K -140 -2%
PW
769
Peninsula Wealth
California
$492K -$377K -4,939 -44%
IWA
770
Inspirion Wealth Advisors
Illinois
$490K
JCM
771
Jacobi Capital Management
Pennsylvania
$489K -$22.7K -298 -4%
WTA
772
Washington Trust Advisors
Massachusetts
$488K -$36.5K -479 -7%
NAMNJ
773
NorthStar Asset Management (New Jersey)
New Jersey
$484K +$3.97K +52 +0.8%
CPA
774
Cardiff Park Advisors
California
$483K +$12.7K +166 +3%
SB
775
Strategic Blueprint
Georgia
$481K -$72.8K -954 -13%

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.