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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
WP
1026
WealthShield Partners
North Carolina
$88.4K +$68.6K +899 +355%
NFSG
1027
Newbridge Financial Services Group
Florida
$88.2K -$5.72K -75 -6%
FFA
1028
Founders Financial Alliance
North Carolina
$87.8K -$5.72K -75 -6%
CFFP
1029
Center for Financial Planning
Michigan
$87.4K
NP
1030
NorthRock Partners
Minnesota
$86.6K -$112K -1,471 -57%
CA
1031
Centerpoint Advisors
Massachusetts
$85K +$84.5K +1,108 New
CIR
1032
Clear Investment Research
Georgia
$84.9K
GWANC
1033
Guardian Wealth Advisors (North Carolina)
North Carolina
$84.4K
LIA
1034
Lynx Investment Advisory
District of Columbia
$82.2K +$81.8K +1,072 New
CIA
1035
Cape Investment Advisory
Georgia
$79.3K -$4.04K -53 -5%
IRAG
1036
Investment Research & Advisory Group
Georgia
$76K
RBC
1037
Roble Belko & Company
Pennsylvania
$76K
W
1038
WealthCollab
Washington
$74.2K
LWANC
1039
Laurel Wealth Advisors (North Carolina)
North Carolina
$72.9K
BWL
1040
Bogart Wealth LLC
Virginia
$71.6K +$6.03K +79 +9%
FFC
1041
First Financial Corp
Indiana
$71.2K
ADL
1042
Asset Dedication LLC
California
$70K
FPFS
1043
First Personal Financial Services
North Carolina
$66.3K
GWSG
1044
GPS Wealth Strategies Group
Colorado
$64.2K +$35.2K +461 +122%
BONH
1045
Bank of New Hampshire
New Hampshire
$58.7K
HCM
1046
Horrell Capital Management
Arkansas
$56K
CSWM
1047
Cassady Schiller Wealth Management
Ohio
$55.8K +$27.1K +355 +95%
TWP
1048
Triad Wealth Partners
Kansas
$55.5K +$55.2K +724 New
DMIC
1049
Dixon Mitchell Investment Counsel
British Columbia, Canada
$54.2K
FCA
1050
FinTrust Capital Advisors
South Carolina
$50.4K -$8.09K -106 -14%

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.