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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
JWCA
826
J.W. Coons Advisors
Ohio
$386K
BEAM
827
Baker Ellis Asset Management
Washington
$385K
CPG
828
Cornerstone Planning Group
New Jersey
$383K -$82.6K -1,083 -18%
FWI
829
Facet Wealth Inc
Maryland
$378K +$372K +4,876 New
HH
830
Hilltop Holdings
Texas
$375K +$64.2K +841 +21%
PTC
831
Private Trust Company
Ohio
$373K
QPW
832
Quantum Private Wealth
Florida
$372K +$370K +4,847 New
BFG
833
Berger Financial Group
Minnesota
$365K -$9.46K -124 -3%
SAM
834
S.A. Mason
Michigan
$359K -$1.53K -20 -0.4%
LFAS
835
Level Four Advisory Services
Texas
$353K +$37.5K +492 +12%
PIA
836
Perennial Investment Advisors
California
$350K +$153 +2 +0%
AFAS
837
Acorn Financial Advisory Services
Virginia
$349K +$24.6K +322 +8%
PIM
838
Penobscot Investment Management
Massachusetts
$347K +$8.24K +108 +2%
SGCA
839
Steel Grove Capital Advisors
Tennessee
$347K -$17.3K -227 -5%
VFPW
840
Vantage Financial Partners (Wisconsin)
Wisconsin
$344K +$3.05K +40 +0.9%
ME
841
McIlrath & Eck
Washington
$344K -$77.4K -1,015 -18%
PF
842
Penney Financial
Texas
$344K -$36.2K -474 -10%
EPA
843
Element Pointe Advisors
Florida
$341K
HCP
844
Holt Capital Partners
Texas
$340K
LW
845
Linscomb Wealth
Texas
$339K -$96.4K -1,263 -22%
ECM
846
Evergreen Capital Management
Washington
$339K
TGAM
847
TBH Global Asset Management
Tennessee
$339K +$9.84K +129 +3%
BFIM
848
Beese Fulmer Investment Management
Ohio
$337K -$610 -8 -0.2%
RCM
849
Raleigh Capital Management
North Carolina
$337K -$1.83K -24 -0.5%
AIP
850
Ameritas Investment Partners
Nebraska
$336K +$229 +3 +0.1%

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.