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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
WP
901
WealthPLAN Partners
Nebraska
$284K -$127K -1,635 -31%
ACM
902
Alpha Capital Management
Texas
$284K
SNB
903
Security National Bank
Nebraska
$283K
EFP
904
EnRich Financial Partners
Wisconsin
$283K +$234 +3 +0.1%
ODA
905
One Degree Advisors
California
$282K -$3.05M -39,179 -92%
PNC
906
Park National Corp
Ohio
$281K -$47.4K -608 -15%
FLPIM
907
F.L. Putnam Investment Management
Massachusetts
$281K +$150K +1,930 +118%
VFG
908
V2 Financial group
Illinois
$280K +$2.26K +29 +0.8%
SIAP
909
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$278K
HNWAG
910
High Net Worth Advisory Group
Florida
$276K -$46.7K -600 -15%
PFGIA
911
Patriot Financial Group Insurance Agency
Massachusetts
$276K +$273K +3,502 New
IP
912
Intellectus Partners
California
$275K
NWMG
913
National Wealth Management Group
Ohio
$274K
VW
914
Vance Wealth
California
$271K +$5.06K +65 +2%
AWP
915
Atlas Wealth Partners
Pennsylvania
$270K +$267K +3,426 New
SDH
916
Sloy Dahl & Holst
Washington
$269K +$6.39K +82 +2%
LIA
917
Lynx Investment Advisory
District of Columbia
$267K +$181K +2,327 +217%
CIAS
918
Capital Investment Advisory Services
North Carolina
$267K
DP
919
Dearborn Partners
Illinois
$267K
RFO
920
RiverGlades Family Offices
Florida
$266K +$9.74K +125 +4%
EGA
921
E&G Advisors
Texas
$265K +$42.8K +550 +20%
WF
922
WoodTrust Financial
Wisconsin
$264K +$261K +3,355 New
WFM
923
Wolff Financial Management
Michigan
$264K +$261K +3,356 New
VWA
924
Visionary Wealth Advisors
Illinois
$263K -$192K -2,471 -42%
WTB
925
Washington Trust Bank
Washington
$263K -$252K -3,238 -49%

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.