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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
Creative Planning
76
Creative Planning
Kansas
$42.5M -$949K -12,436 -2%
NPT
77
National Philanthropic Trust
Pennsylvania
$42.3M -$1.4M -18,287 -3%
AIA
78
Arbor Investment Advisors
North Carolina
$40.9M +$3.33M +43,684 +9%
BMM
79
Berkshire Money Management
Massachusetts
$40M +$816K +10,689 +2%
AC
80
Annandale Capital
Texas
$39.3M +$1.47M +19,314 +4%
ESBC
81
E.S. Barr & Co
Kentucky
$38.1M +$37.9M +496,630 New
CF
82
Corrigan Financial
Rhode Island
$37.5M
Betterment LLC
83
Betterment LLC
New York
$35.9M +$2.18M +28,622 +7%
AA
84
Ancora Advisors
Ohio
$32.9M -$4.68M -61,384 -13%
AA
85
ALPS Advisors
Colorado
$31.7M -$10.9M -143,050 -26%
William Blair & Company
86
William Blair & Company
Illinois
$31M -$8.47K -111 -0%
PIFP
87
Partners in Financial Planning
Virginia
$30.3M +$2.03M +26,642 +7%
MFT
88
Moisand Fitzgerald Tamayo
Florida
$28.5M +$4.37M +57,319 +18%
USAA
89
United Services Automobile Association
Texas
$27.9M -$3.38M -44,298 -11%
FPIS
90
Financial Planning & Information Services
Wisconsin
$27.4M -$1.12M -14,710 -4%
ONB
91
Old National Bancorp
Indiana
$27.4M +$1.03M +13,458 +4%
Vanguard Group
92
Vanguard Group
Pennsylvania
$27.2M +$7.57M +99,270 +39%
HI
93
Human Investing
Oregon
$26.7M +$1.52M +19,958 +6%
CW
94
CreativeOne Wealth
Kansas
$26.6M -$1.36M -17,836 -5%
TIAA Trust, National Association
95
TIAA Trust, National Association
North Carolina
$26.1M +$1.26M +16,495 +5%
SAS
96
SMI Advisory Services
Indiana
$26.1M +$1.59M +20,806 +7%
PP
97
PDS Planning
Ohio
$25.2M +$1.2M +15,675 +5%
CIP
98
Cornerstone Investment Partners
Georgia
$25M -$219K -2,866 -0.9%
CFB
99
Cullen/Frost Bankers
Texas
$24.7M +$1.72M +22,553 +8%
N
100
Nuveen
North Carolina
$24.6M

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.