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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
HCP
851
Holt Capital Partners
Texas
$355K +$6.23K +80 +2%
RCM
852
Raleigh Capital Management
North Carolina
$354K +$8.18K +105 +2%
CF
853
Centaurus Financial
California
$354K -$192K -2,460 -35%
NHC
854
Nicholas Hoffman & Company
Georgia
$351K +$7.79K +100 +2%
EPA
855
Element Pointe Advisors
Florida
$349K
HDIM
856
Hanson & Doremus Investment Management
Vermont
$349K -$110K -1,416 -24%
FTUS
857
Flow Traders U.S.
New York
$347K +$343K +4,409 New
SGCA
858
Steel Grove Capital Advisors
Tennessee
$346K -$10.7K -137 -3%
LW
859
Linscomb Wealth
Texas
$345K -$2.49K -32 -0.7%
AIP
860
Ameritas Investment Partners
Nebraska
$345K +$312 +4 +0.1%
ML
861
Mayport LLC
Massachusetts
$343K
KAM
862
KEB Asset Management
Illinois
$339K
PF
863
Penney Financial
Texas
$330K -$22.4K -288 -6%
BFG
864
Berger Financial Group
Minnesota
$329K -$45.3K -581 -12%
MLRA
865
Main Line Retirement Advisors
Montana
$327K +$779 +10 +0.2%
AWA
866
Acorn Wealth Advisors
Michigan
$325K +$322K +4,135 New
BFIM
867
Beese Fulmer Investment Management
Ohio
$323K -$22.5K -289 -7%
PIA
868
Petredis Investment Advisors
Pennsylvania
$323K +$320K +4,103 New
VFPW
869
Vantage Financial Partners (Wisconsin)
Wisconsin
$323K -$30.5K -391 -9%
NB
870
Northwest Bancshares
Pennsylvania
$322K -$6.62K -85 -2%
HA
871
Hanover Advisors
South Carolina
$321K -$5.53K -71 -2%
SEIA
872
Signature Estate & Investment Advisors
California
$319K +$1.56K +20 +0.5%
CAAM
873
Cornerstone Advisors Asset Management
Pennsylvania
$316K
CP
874
Cumberland Partners
Ontario, Canada
$315K -$853K -10,950 -73%
LJHT
875
Laurie J. Hall Trustee
$315K

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.