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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
FPAS
76
Focus Partners Advisor Solutions
Missouri
$43.4M +$30.1M +387,047 +235%
GAM
77
Gemmer Asset Management
California
$43.3M -$10.2M -131,289 -19%
BMM
78
Berkshire Money Management
Massachusetts
$42.7M +$1.63M +20,919 +4%
AC
79
Annandale Capital
Texas
$41.1M +$763K +9,797 +2%
AAS
80
Avantax Advisory Services
Texas
$40.4M -$442M -5,676,788 -92%
CF
81
Corrigan Financial
Rhode Island
$40M +$1.5M +19,215 +4%
Betterment LLC
82
Betterment LLC
New York
$38.8M +$2.01M +25,816 +6%
CWM
83
Campbell Wealth Management
Virginia
$38.5M +$38.1M +488,970 New
Citadel Advisors
84
Citadel Advisors
Florida
$38.4M +$35.5M +456,378 +1,424%
ESBC
85
E.S. Barr & Co
Kentucky
$38M -$1.06M -13,581 -3%
Vanguard Group
86
Vanguard Group
Pennsylvania
$34.9M +$6.84M +87,861 +25%
MMA
87
Miracle Mile Advisors
California
$33.3M +$33M +423,273 New
PIFP
88
Partners in Financial Planning
Virginia
$32.6M +$1.54M +19,763 +5%
MFT
89
Moisand Fitzgerald Tamayo
Florida
$32.3M +$3.05M +39,093 +11%
AA
90
ALPS Advisors
Colorado
$32M -$461K -5,920 -1%
PCM
91
Penserra Capital Management
California
$31.9M -$24M -307,990 -43%
AA
92
Ancora Advisors
Ohio
$31.7M -$2.04M -26,177 -6%
William Blair & Company
93
William Blair & Company
Illinois
$31.7M -$126K -1,617 -0.4%
DPI
94
Diversified Portfolios Inc
Michigan
$31.2M -$44.4M -569,849 -59%
CW
95
CreativeOne Wealth
Kansas
$31.2M +$3.78M +48,473 +14%
ICMARC
96
International City Management Association Retirement Corp
District of Columbia
$29.8M +$7.08M +90,900 +32%
NA
97
NewEdge Advisors
Louisiana
$29.4M +$11.4M +146,082 +64%
CFB
98
Cullen/Frost Bankers
Texas
$29.3M +$3.93M +50,517 +16%
PP
99
PDS Planning
Ohio
$28.6M +$2.65M +34,019 +10%
HI
100
Human Investing
Oregon
$28.5M +$1.13M +14,499 +4%

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.