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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
RSWM
951
Robertson Stephens Wealth Management
California
$233K +$231K +3,034 New
MWM
952
Meritas Wealth Management
California
$231K
DWM
953
Dopkins Wealth Management
New York
$231K +$305 +4 +0.1%
BI
954
Bramshill Investments
Florida
$230K
EIP
955
Easterly Investment Partners
Massachusetts
$230K
WIC
956
Woodmont Investment Counsel
Tennessee
$230K -$48.8K -639 -18%
LA
957
Latitude Advisors
Florida
$230K +$229K +2,998 New
TF
958
Tenon Financial
New Jersey
$228K -$8.77K -115 -4%
NAG
959
Northstar Advisory Group
New Jersey
$228K
AWM
960
Aprio Wealth Management
Georgia
$228K
FMTC
961
Farmers & Merchants Trust Company
California
$227K -$28.5K -374 -11%
BAM
962
Belpointe Asset Management
Nevada
$227K -$4.96K -65 -2%
BFS
963
Baskin Financial Services
Ontario, Canada
$226K
AWM
964
Accel Wealth Management
Iowa
$226K -$7.17K -94 -3%
AUIM
965
Aegon USA Investment Management
Iowa
$224K
KFS
966
Keynote Financial Services
Connecticut
$224K -$3.81K -50 -2%
NCM
967
NCM Capital Management
New Jersey
$224K
SOS
968
Silver Oak Securities
Tennessee
$222K +$3.13K +41 +1%
EFN
969
Equita Financial Network
Pennsylvania
$220K +$219K +2,865 New
CNBT
970
Canandaigua National Bank & Trust
New York
$219K +$218K +2,858 New
AFS
971
Annapolis Financial Services
Maryland
$218K -$191K -2,508 -47%
EGA
972
E&G Advisors
Texas
$216K
CT
973
Colonial Trust
South Carolina
$216K +$687 +9 +0.3%
TBWA
974
Three Bridge Wealth Advisors
California
$215K +$1.75K +23 +0.8%
JWM
975
JPL Wealth Management
Colorado
$214K -$41.4K -542 -16%

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.