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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
ATI
751
ARK & TLK Investments
Oklahoma
$536K -$16.4K -210 -3%
SIMC
752
Squire Investment Management Company
Utah
$533K +$5.45K +70 +1%
CHJWM
753
Carlton Hofferkamp & Jenks Wealth Management
Texas
$529K -$23.4K -300 -4%
FFWA
754
Forthright Family Wealth Advisory
Texas
$526K -$290K -3,723 -36%
BIM
755
Breakwater Investment Management
Washington
$524K -$12.5K -161 -2%
TFA
756
Tobias Financial Advisors
Florida
$524K -$13.9K -178 -3%
MAM
757
Mainsail Asset Management
Alabama
$523K -$27.4K -352 -5%
DWM
758
Dakota Wealth Management
Florida
$516K +$29.2K +375 +6%
IPW
759
Invictus Private Wealth
Colorado
$510K -$253K -3,245 -33%
RCM
760
Radnor Capital Management
Pennsylvania
$509K +$504K +6,472 New
SWM
761
Stockman Wealth Management
Montana
$509K -$57.5K -738 -10%
UAG
762
United Advisor Group
Ohio
$508K +$45.9K +589 +10%
SG
763
StoneX Group
New York
$508K +$228K +2,923 +83%
BFA
764
Beacon Financial Advisory
Ohio
$508K -$64.1K -823 -11%
FWP
765
FAS Wealth Partners
Kansas
$506K -$10.3K -132 -2%
Bessemer Group
766
Bessemer Group
New Jersey
$504K -$705K -9,049 -59%
BFG
767
Baron Financial Group
New Jersey
$503K -$6.46K -83 -1%
WTA
768
Washington Trust Advisors
Massachusetts
$501K
SA
769
SAM Advisors
California
$500K +$14.7K +189 +3%
LFAS
770
Level Four Advisory Services
Texas
$499K +$142K +1,820 +39%
CPA
771
Cardiff Park Advisors
California
$498K +$2.8K +36 +0.6%
MECA
772
Miller Equity Capital Advisors
Texas
$497K -$12.1K -155 -2%
JCM
773
Jacobi Capital Management
Pennsylvania
$496K -$5.53K -71 -1%
WA
774
Waverly Advisors
Alabama
$495K -$78.8K -1,012 -14%
BCM
775
Brookmont Capital Management
Texas
$495K +$9.74K +125 +2%

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.