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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
SFA
876
Sequoia Financial Advisors
Ohio
$311K -$2.34K -30 -0.8%
MIM
877
Moseley Investment Management
Florida
$311K -$9.11K -117 -3%
IWA
878
Icon Wealth Advisors
Texas
$308K -$1.32K -17 -0.4%
SL
879
Sentinus LLC
Illinois
$307K -$287K -3,687 -49%
SWP
880
Strategic Wealth Partners
Ohio
$305K -$27.1K -348 -8%
RPCA
881
Running Point Capital Advisors
California
$305K +$42.9K +551 +17%
LAM
882
Lakewood Asset Management
Illinois
$305K +$2.65K +34 +0.9%
WSFS
883
Wilmington Savings Fund Society
Delaware
$304K +$301K +3,860 New
WW
884
Waterfront Wealth
Kansas
$303K +$304K +3,900 New
DB
885
Dravo Bay
Delaware
$303K
BL
886
Balentine LLC
Georgia
$302K +$150K +1,921 +100%
CSIC
887
Clifford Swan Investment Counsel
California
$302K
PIM
888
Penobscot Investment Management
Massachusetts
$301K -$54.5K -700 -15%
CGPCS
889
Capital Group Private Client Services
California
$301K -$1.58M -20,305 -84%
LFG
890
Lockerman Financial Group
California
$300K -$21.6K -277 -7%
SA
891
Stewardship Advisors
Pennsylvania
$300K +$297K +3,813 New
CIA
892
Cascade Investment Advisors
Oregon
$298K +$42.9K +551 +17%
LAS
893
Legacy Advisory Services
Pennsylvania
$296K +$2.49K +32 +0.9%
APWM
894
Argonautica Private Wealth Management
Massachusetts
$296K +$11.7K +150 +4%
JSW
895
Journey Strategic Wealth
New Jersey
$290K +$80.1K +1,028 +39%
PWMAG
896
Pinnacle Wealth Management Advisory Group
New Jersey
$289K -$110K -1,409 -28%
HCMG
897
Howard Capital Management Group
California
$289K
BW
898
BIP Wealth
Georgia
$288K -$6.08K -78 -2%
CAI
899
Capital Advisors Inc
Oklahoma
$286K +$283K +3,631 New
HGERS
900
Householder Group Estate & Retirement Specialist
Arizona
$285K +$1.25K +16 +0.4%

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.