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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
SFA
876
Sequoia Financial Advisors
Ohio
$305K +$4.96K +65 +2%
IWA
877
Icon Wealth Advisors
Texas
$305K +$916 +12 +0.3%
CWM
878
Congress Wealth Management
Massachusetts
$304K +$79.7K +1,044 +36%
SC
879
Stephens Consulting
Michigan
$303K +$226K +2,959 +298%
Fisher Asset Management
880
Fisher Asset Management
Washington
$300K -$83K -1,088 -22%
VPWA
881
Vestia Personal Wealth Advisors
Indiana
$300K +$299K +3,913 New
MG
882
Mather Group
Illinois
$298K -$56.8K -744 -16%
DB
883
Dravo Bay
Delaware
$295K
LAM
884
Lakewood Asset Management
Illinois
$294K +$47.6K +624 +19%
CSIC
885
Clifford Swan Investment Counsel
California
$294K
AR
886
Apeiron RIA
Texas
$294K -$74.2K -972 -20%
HIC
887
Holderness Investments Company
North Carolina
$290K
FCA
888
FLC Capital Advisors
California
$289K -$16.4K -215 -5%
BW
889
BIP Wealth
Georgia
$286K -$39.2K -514 -12%
LAS
890
Legacy Advisory Services
Pennsylvania
$286K +$2.29K +30 +0.8%
KC
891
Kingfisher Capital
North Carolina
$283K +$281K +3,686 New
HCMG
892
Howard Capital Management Group
California
$282K
HGERS
893
Householder Group Estate & Retirement Specialist
Arizona
$277K -$134K -1,754 -33%
APWM
894
Argonautica Private Wealth Management
Massachusetts
$277K +$9.99K +131 +4%
ACM
895
Alpha Capital Management
Texas
$276K
KC
896
Kades & Cheifetz
Pennsylvania
$276K +$275K +3,602 New
SNB
897
Security National Bank
Nebraska
$276K
EFP
898
EnRich Financial Partners
Wisconsin
$276K +$46.8K +614 +21%
IGWM
899
ICA Group Wealth Management
Colorado
$273K -$1.03M -13,520 -79%
VFG
900
V2 Financial group
Illinois
$273K +$269K +3,525 New

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.