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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
CIC
951
Cutler Investment Counsel
Oregon
$239K -$580K -7,450 -71%
NAG
952
Northstar Advisory Group
New Jersey
$239K +$4.75K +61 +2%
AWM
953
Accurate Wealth Management
Florida
$237K -$29.3K -376 -11%
SFPG
954
Stonebridge Financial Planning Group
Florida
$237K +$235K +3,012 New
JFA
955
JNBA Financial Advisors
Minnesota
$237K -$730K -9,374 -76%
MWM
956
Meritas Wealth Management
California
$237K
TF
957
Tenon Financial
New Jersey
$236K +$2.02K +26 +0.9%
BI
958
Bramshill Investments
Florida
$236K
EIP
959
Easterly Investment Partners
Massachusetts
$236K
SFC
960
Strategic Financial Concepts
Texas
$236K -$19.5M -250,722 -99%
AWM
961
Aprio Wealth Management
Georgia
$233K
Fisher Asset Management
962
Fisher Asset Management
Washington
$233K -$73.8K -948 -24%
BFS
963
Baskin Financial Services
Ontario, Canada
$232K
SWM
964
Sugarloaf Wealth Management
Georgia
$230K +$43.5K +558 +24%
DFC
965
DB Fitzpatrick & Co
Idaho
$230K -$211K -2,709 -48%
QWM
966
Quadcap Wealth Management
Texas
$230K -$35.9K -461 -14%
NCM
967
NCM Capital Management
New Jersey
$230K
MFS
968
McNamara Financial Services
Massachusetts
$229K +$18K +231 +9%
KFS
969
Keynote Financial Services
Connecticut
$229K -$1.56K -20 -0.7%
WIC
970
Woodmont Investment Counsel
Tennessee
$226K -$9.58K -123 -4%
AWM
971
Accel Wealth Management
Iowa
$226K -$5.3K -68 -2%
SW
972
Signify Wealth
Missouri
$226K -$173K -2,226 -44%
CNBT
973
Canandaigua National Bank & Trust
New York
$225K
HP
974
Hilltop Partners
Indiana
$224K +$222K +2,851 New
AFS
975
Annapolis Financial Services
Maryland
$224K

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.