We are live on ! Find out more
BSV icon

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
ADBIC
776
A.D. Beadell Investment Counsel
Wisconsin
$481K -$610 -8 -0.1%
VNIM
777
Vaughan Nelson Investment Management
Texas
$478K
MIC
778
Meridian Investment Counsel
California
$476K
OHWA
779
Oak Hill Wealth Advisors
Virginia
$476K +$473K +6,203 New
DWM
780
Dakota Wealth Management
Florida
$474K
SA
781
SAM Advisors
California
$473K +$54.6K +715 +13%
AMM
782
American Money Management
California
$473K -$30.5K -400 -6%
BCM
783
Brookmont Capital Management
Texas
$473K +$261K +3,418 +125%
PA
784
Pinnacle Associates
New York
$470K +$468K +6,128 New
PHAM
785
Palisades Hudson Asset Management
Florida
$469K +$2.75K +36 +0.6%
WB
786
Webster Bank
Connecticut
$469K -$8.77K -115 -2%
BCA
787
Ballentine Capital Advisors
South Carolina
$468K -$51.8K -679 -10%
BJL
788
Brighton Jones LLC
Washington
$455K -$221K -2,901 -33%
EL
789
Essex LLC
Illinois
$453K -$4.2K -55 -0.9%
DFA
790
Delta Financial Advisors
Louisiana
$451K +$1.07K +14 +0.2%
UAG
791
United Advisor Group
Ohio
$450K +$46.1K +604 +11%
RPA
792
Rock Point Advisors
Vermont
$450K
HDIM
793
Hanson & Doremus Investment Management
Vermont
$449K -$181K -2,371 -29%
CCM
794
Coldstream Capital Management
Washington
$449K -$30.1K -394 -6%
RMDI
795
R.M. Davis Inc
Maine
$449K +$87.8K +1,151 +24%
GWCM
796
Godshalk Welsh Capital Management
Pennsylvania
$448K -$51.9K -680 -10%
VWA
797
Visionary Wealth Advisors
Illinois
$446K +$7.93K +104 +2%
SJL
798
Shayne & Jacobs LLC
Tennessee
$443K
IA
799
Insight Advisors
Pennsylvania
$441K -$64.4K -844 -13%
First Manhattan
800
First Manhattan
New York
$438K -$97.4K -1,277 -18%

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.