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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
SB
776
Strategic Blueprint
Georgia
$490K -$3.66K -47 -0.7%
VNIM
777
Vaughan Nelson Investment Management
Texas
$490K
ACA
778
American Capital Advisory
Idaho
$489K -$223K -2,868 -32%
MIC
779
Meridian Investment Counsel
California
$488K
ADBIC
780
A.D. Beadell Investment Counsel
Wisconsin
$487K -$6.54K -84 -1%
PHAM
781
Palisades Hudson Asset Management
Florida
$484K +$3.04K +39 +0.6%
FNWM
782
Financial Network Wealth Management
Utah
$479K +$263K +3,371 +124%
IWA
783
Inspirion Wealth Advisors
Illinois
$475K -$28K -359 -6%
WB
784
Webster Bank
Connecticut
$473K -$7.48K -96 -2%
AIM
785
Anchor Investment Management
South Carolina
$471K -$183K -2,346 -28%
TPWA
786
Twin Peaks Wealth Advisors
California
$471K -$586K -7,523 -56%
BCA
787
Ballentine Capital Advisors
South Carolina
$469K -$10.5K -135 -2%
ACA
788
Aptus Capital Advisors
Alabama
$468K -$63.8K -819 -12%
MCC
789
Maiden Cove Capital
Maine
$466K +$146K +1,877 +46%
EIC
790
Equity Investment Corp
Georgia
$465K +$460K +5,908 New
ES
791
Eagle Strategies
New York
$465K -$80.7K -1,036 -15%
RPA
792
Rock Point Advisors
Vermont
$462K
MPCL
793
My Personal CFO LLC
Washington
$455K -$97.4K -1,251 -18%
DFA
794
Delta Financial Advisors
Louisiana
$455K -$7.79K -100 -2%
SJL
795
Shayne & Jacobs LLC
Tennessee
$454K
RL
796
Retireful LLC
Michigan
$449K -$1.77M -22,717 -80%
SCP
797
Seizert Capital Partners
Michigan
$447K +$3.58K +46 +0.8%
HHWM
798
Hiley Hunt Wealth Management
Nebraska
$445K +$1.64K +21 +0.4%
IPW
799
Intergy Private Wealth
Colorado
$443K +$7.95K +102 +2%
First Manhattan
800
First Manhattan
New York
$442K -$6.7K -86 -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.