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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
GWCM
826
Godshalk Welsh Capital Management
Pennsylvania
$399K -$60.6K -778 -13%
LGWM
827
Litman Gregory Wealth Management
California
$398K
JWCA
828
J.W. Coons Advisors
Ohio
$396K
BEAM
829
Baker Ellis Asset Management
Washington
$395K
KDA
830
Kraft Davis & Associates
Missouri
$391K -$122K -1,571 -24%
AWM
831
Axxcess Wealth Management
California
$390K -$21.7K -279 -5%
DWAM
832
Duncan Williams Asset Management
Tennessee
$390K +$386K +4,952 New
RFS
833
Richardson Financial Services
Massachusetts
$388K +$205K +2,630 +111%
GJIA
834
Glass Jacobson Investment Advisors
Maryland
$385K -$42.6K -547 -10%
NAMNJ
835
NorthStar Asset Management (New Jersey)
New Jersey
$384K -$112K -1,436 -23%
PW
836
Peninsula Wealth
California
$384K -$113K -1,456 -23%
PIA
837
Perennial Investment Advisors
California
$384K +$24.1K +310 +7%
QPW
838
Quantum Private Wealth
Florida
$381K
EFG
839
Elios Financial Group
Ohio
$381K +$377K +4,841 New
OC
840
Opinicus Capital
Florida
$381K -$30.7K -394 -8%
GWP
841
Gateway Wealth Partners
Wisconsin
$378K +$375K +4,808 New
JTWM
842
Jackson Thornton Wealth Management
Alabama
$377K -$44.9K -576 -11%
PTC
843
Private Trust Company
Ohio
$377K -$5.45K -70 -1%
AR
844
Apeiron RIA
Texas
$376K +$73.5K +944 +25%
LWM
845
Liberty Wealth Management
California
$374K +$30.5K +392 +9%
WC
846
Wynn Capital
Georgia
$370K +$366K +4,700 New
OCM
847
Orion Capital Management
California
$366K +$119K +1,524 +49%
SAM
848
S.A. Mason
Michigan
$365K -$3.9K -50 -1%
FTA
849
Financial & Tax Architects
Missouri
$364K -$391K -5,025 -52%
TGAM
850
TBH Global Asset Management
Tennessee
$358K +$9.89K +127 +3%

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.