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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
DWM
976
Drive Wealth Management
Utah
$224K +$222K +2,844 New
ME
977
McIlrath & Eck
Washington
$223K -$129K -1,654 -37%
TBWA
978
Three Bridge Wealth Advisors
California
$223K +$1.87K +24 +0.9%
CT
979
Colonial Trust
South Carolina
$222K +$623 +8 +0.3%
HFS
980
Hoge Financial Services
Pennsylvania
$218K +$216K +2,775 New
JWA
981
JFS Wealth Advisors
Pennsylvania
$218K -$36.5K -469 -14%
FFG
982
Fiduciary Financial Group
California
$216K +$623 +8 +0.3%
SWM
983
Seaside Wealth Management
California
$214K +$212K +2,722 New
UF
984
Univest Financial
Pennsylvania
$213K +$211K +2,709 New
LA
985
Latitude Advisors
Florida
$213K -$23K -295 -10%
ECM
986
Evergreen Capital Management
Washington
$212K -$135K -1,728 -39%
ESB
987
Essex Savings Bank
Connecticut
$210K -$9.81K -126 -5%
EFP
988
Envision Financial Planning
Tennessee
$208K +$206K +2,646 New
EWA
989
Emergent Wealth Advisors
New York
$208K +$1.17K +15 +0.6%
ST
990
Spinnaker Trust
Maine
$207K
GC
991
Gibson Capital
Pennsylvania
$206K +$204K +2,620 New
CAS
992
Coppell Advisory Solutions
Texas
$206K +$33.8K +434 +20%
GLA
993
Good Life Advisors
Pennsylvania
$205K +$203K +2,603 New
STA
994
Smith Thornton Advisors
Alabama
$204K +$202K +2,598 New
CCT
995
Capital City Trust
Florida
$203K +$201K +2,578 New
GFL
996
Granite FO LLC
New Hampshire
$202K +$200K +2,573 New
HIC
997
Holderness Investments Company
North Carolina
$201K -$95.4K -1,225 -32%
GM
998
GeoWealth Management
Illinois
$201K -$3.91M -50,190 -95%
CPA
999
Clear Point Advisors
New York
$201K +$1.56K +20 +0.8%
OPPS
1000
Obsidian Personal Planning Solutions
Maryland
$201K -$35.4K -454 -15%

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.