We are live on ! Find out more
BSV icon

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
BL
1001
Balentine LLC
Georgia
$147K -$15.7K -206 -10%
GWMI
1002
Guardian Wealth Management (Illinois)
Illinois
$141K +$7.71K +101 +6%
VF
1003
VitalStone Financial
Texas
$139K -$106K -1,384 -43%
PCFFS
1004
Pacific Center for Financial Services
California
$138K -$11.8K -155 -8%
PCMC
1005
Private Capital Management (Colorado)
Colorado
$131K -$8.77K -115 -6%
CFO
1006
CVA Family Office
Colorado
$127K +$25.9K +339 +26%
JWM
1007
Janiczek Wealth Management
Colorado
$126K
FLPIM
1008
F.L. Putnam Investment Management
Massachusetts
$126K -$122K -1,603 -49%
CB
1009
Community Bank
New York
$124K
OA
1010
Operose Advisors
Wisconsin
$124K -$992 -13 -0.8%
BFPW
1011
BOK Financial Private Wealth
Colorado
$122K -$140K -1,836 -54%
RVM
1012
Robinson Value Management
Texas
$121K -$20.2K -265 -14%
CJ
1013
Caitlin John
Michigan
$118K +$38.1K +500 +48%
RDFA
1014
Ritter Daniher Financial Advisory
Ohio
$117K
MCM
1015
MidAtlantic Capital Management
Virginia
$116K
TVWM
1016
Tower View Wealth Management
Wisconsin
$111K +$91.6K +1,200 +486%
DF
1017
DecisionPoint Financial
Arizona
$110K
KFP
1018
Keener Financial Planning
Texas
$101K -$12.7K -166 -11%
PP
1019
Pacifica Partners
Canada
$99K +$98.6K +1,292 New
FRA
1020
Front Row Advisors
California
$98.6K -$17.1K -224 -15%
FDCP
1021
Foster Dykema Cabot & Partners
Massachusetts
$93.3K +$3.59K +47 +4%
OWA
1022
Opal Wealth Advisors
New York
$92.5K -$992 -13 -1%
B
1023
Birchbrook
Maine
$91.5K -$3.59K -47 -4%
MCA
1024
Maryland Capital Advisors
Maryland
$91.2K
CYG
1025
Clean Yield Group
Vermont
$91.2K -$50.4K -660 -36%

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.