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Vanguard Short-Term Bond ETF
BSV

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: 1,131 → 1,143 (+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: 120 → 117 (-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

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$310M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$288M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$263M
4
SEI Investments
SEI Investments
Pennsylvania
+$243M
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$121M

Top Sellers

Rank Fund Capital Flow
1
AAS
Avantax Advisory Services
Texas
-$442M
2
Goldman Sachs
Goldman Sachs
New York
-$199M
3
TLFA
True Link Financial Advisors
California
-$60.4M
4
DPI
Diversified Portfolios Inc
Michigan
-$44.4M
5
MIS
Morningstar Investment Services
Illinois
-$39.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
GSWM
926
Greenup Street Wealth Management
Michigan
$262K – – –
MFA
927
Mayflower Financial Advisors
Massachusetts
$261K -$2.57K -33 -1%
CAM
928
Chandler Asset Management
California
$260K -$5.06K -65 -2%
FSWA
929
Financial Synergies Wealth Advisors
Texas
$260K +$10.3K +132 +4%
LMKC
930
L.M. Kohn & Company
Ohio
$260K +$10.1K +130 +4%
LWM
931
LJI Wealth Management
Indiana
$260K +$1.79K +23 +0.7%
SWM
932
Sterling Wealth Management
Illinois
$259K +$156 +2 +0.1%
BCP
933
Blue Chip Partners
Michigan
$259K +$2.18K +28 +0.9%
FCA
934
FLC Capital Advisors
California
$256K -$40.1K -515 -14%
DIM
935
Delta Investment Management
California
$255K +$2.1K +27 +0.8%
NAS
936
Nicolet Advisory Services
Wisconsin
$254K -$84.1K -1,080 -25%
BF
937
Blankinship & Foster
California
$253K – – –
HR
938
Howe & Rusling
New York
$253K – – –
VCM
939
Verde Capital Management
Michigan
$250K -$26.5K -340 -10%
SCM
940
Sebold Capital Management
Illinois
$249K -$4.52K -58 -2%
MCCP
941
Mission Creek Capital Partners
California
$247K +$245K +3,139 New
AAMC
942
Asset Allocation & Management Company
Illinois
$247K – – –
IFA
943
Index Fund Advisors
California
$245K +$467 +6 +0.2%
BFM
944
Boston Financial Management
Massachusetts
$242K -$78 -1 -0%
BFA
945
Brendel Financial Advisors
New Hampshire
$242K – – –
CPG
946
Cornerstone Planning Group
New Jersey
$242K -$140K -1,797 -37%
CPP
947
Capasso Planning Partners
South Carolina
$241K +$239K +3,067 New
BAM
948
Belpointe Asset Management
Nevada
$240K +$7.24K +93 +3%
WCM
949
Windsor Capital Management
Arizona
$240K – – –
DAS
950
Diversify Advisory Services
Utah
$239K -$93.5K -1,200 -28%
36 37
38
39 40

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.