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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
TVWM
1026
Tower View Wealth Management
Wisconsin
$114K
DF
1027
DecisionPoint Financial
Arizona
$112K
FFA
1028
Founders Financial Alliance
North Carolina
$109K +$18.3K +235 +21%
ETS
1029
ESL Trust Services
New York
$105K +$104K +1,335 New
HBT
1030
Hills Bank & Trust
Iowa
$103K +$102K +1,311 New
KFP
1031
Keener Financial Planning
Texas
$102K -$1.4K -18 -1%
PP
1032
Pacifica Partners
Canada
$102K
B
1033
Birchbrook
Maine
$93.9K
MCA
1034
Maryland Capital Advisors
Maryland
$93.6K
CYG
1035
Clean Yield Group
Vermont
$93.6K
GWSG
1036
GPS Wealth Strategies Group
Colorado
$92.2K +$25.9K +333 +40%
WP
1037
WealthShield Partners
North Carolina
$90.8K +$156 +2 +0.2%
CFFP
1038
Center for Financial Planning
Michigan
$89.7K
CA
1039
Centerpoint Advisors
Massachusetts
$89K +$1.48K +19 +2%
FRA
1040
Front Row Advisors
California
$88.1K -$12.9K -166 -13%
CIR
1041
Clear Investment Research
Georgia
$87.1K
GWANC
1042
Guardian Wealth Advisors (North Carolina)
North Carolina
$86.6K
CJ
1043
Caitlin John
Michigan
$80.7K -$38.9K -500 -32%
RBC
1044
Roble Belko & Company
Pennsylvania
$78K
IRAG
1045
Investment Research & Advisory Group
Georgia
$78K
W
1046
WealthCollab
Washington
$76.2K
LWANC
1047
Laurel Wealth Advisors (North Carolina)
North Carolina
$74.8K
ADL
1048
Asset Dedication LLC
California
$71.8K
FPFS
1049
First Personal Financial Services
North Carolina
$68.1K
CA
1050
Crewe Advisors
Utah
$66.5K -$93.5K -1,200 -59%

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.