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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
LFA
1001
Lauterbach Financial Advisors
Texas
$200K +$198K +2,547 New
RTL
1002
Red Tortoise LLC
Georgia
$197K +$1.48K +19 +0.8%
LAM
1003
Lummis Asset Management
Texas
$194K
CFO
1004
CVA Family Office
Colorado
$191K +$60.1K +772 +47%
PB
1005
Pinnacle Bancorp
Nebraska
$190K -$146K -1,879 -44%
RWPA
1006
Richard W. Paul & Associates
Michigan
$185K -$4.28K -55 -2%
OP
1007
ORG Partners
Indiana
$177K -$581K -7,457 -77%
HIA
1008
Harbor Investment Advisory
Maryland
$164K -$857 -11 -0.5%
BCMLT
1009
Beacon Capital Management LLC (Tennessee)
Tennessee
$161K -$11.5K -148 -7%
PCMC
1010
Private Capital Management (Colorado)
Colorado
$150K +$14.8K +190 +11%
CT
1011
Coastline Trust
Rhode Island
$142K +$141K +1,810 New
PCFFS
1012
Pacific Center for Financial Services
California
$141K +$156 +2 +0.1%
OA
1013
Operose Advisors
Wisconsin
$132K +$5.3K +68 +4%
OC
1014
Oarsman Capital
Wisconsin
$132K +$130K +1,675 New
GWMI
1015
Guardian Wealth Management (Illinois)
Illinois
$131K -$13.2K -170 -9%
CB
1016
Community Bank
New York
$127K
VF
1017
VitalStone Financial
Texas
$125K -$17.1K -220 -12%
BFPW
1018
BOK Financial Private Wealth
Colorado
$125K -$156 -2 -0.1%
RVM
1019
Robinson Value Management
Texas
$124K
SRCM
1020
Signature Resources Capital Management
California
$124K -$70.1K -900 -36%
FDCP
1021
Foster Dykema Cabot & Partners
Massachusetts
$121K +$24.8K +319 +26%
RDFA
1022
Ritter Daniher Financial Advisory
Ohio
$120K
MCM
1023
MidAtlantic Capital Management
Virginia
$119K
CIA
1024
Cape Investment Advisory
Georgia
$116K +$34K +436 +42%
DF
1025
Dunhill Financial
United Kingdom
$114K +$113K +1,449 New

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.