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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
LWM
851
Liberty Wealth Management
California
$335K -$9.23K -121 -3%
NHC
852
Nicholas Hoffman & Company
Georgia
$335K +$333K +4,365 New
ML
853
Mayport LLC
Massachusetts
$334K
LS
854
Leelyn Smith
Illinois
$333K +$20.7K +271 +7%
NAS
855
Nicolet Advisory Services
Wisconsin
$332K -$26.6K -349 -7%
KAM
856
KEB Asset Management
Illinois
$331K -$1.68K -22 -0.5%
PB
857
Pinnacle Bancorp
Nebraska
$329K -$76 -1 -0%
DAS
858
Diversify Advisory Services
Utah
$328K -$54.6K -715 -14%
SWP
859
Strategic Wealth Partners
Ohio
$324K -$282K -3,694 -47%
HAS
860
HBW Advisory Services
California
$323K -$96.2K -1,261 -23%
PNC
861
Park National Corp
Ohio
$321K +$72.9K +956 +30%
NB
862
Northwest Bancshares
Pennsylvania
$320K
RK
863
Rather & Kittrell
Tennessee
$319K
HA
864
Hanover Advisors
South Carolina
$318K -$12.1K -158 -4%
MLRA
865
Main Line Retirement Advisors
Montana
$318K +$1.98K +26 +0.6%
D
866
Diversified
Delaware
$315K +$314K +4,112 New
HNWAG
867
High Net Worth Advisory Group
Florida
$315K
LFG
868
Lockerman Financial Group
California
$314K -$4.88K -64 -2%
SHWM
869
Smith & Howard Wealth Management
Georgia
$313K -$94.6K -1,240 -23%
MIM
870
Moseley Investment Management
Florida
$312K -$9.84K -129 -3%
JHCP
871
Jackson Hole Capital Partners
Oklahoma
$311K
SEIA
872
Signature Estate & Investment Advisors
California
$309K +$308K +4,031 New
MCC
873
Maiden Cove Capital
Maine
$308K +$308K +4,042 New
CAAM
874
Cornerstone Advisors Asset Management
Pennsylvania
$308K -$204K -2,670 -40%
LJHT
875
Laurie J. Hall Trustee
$307K

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.