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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
CA
1076
Claris Advisors
Missouri
$30.5K +$30.1K +387 New
CSWM
1077
Cassady Schiller Wealth Management
Ohio
$29.4K -$27.7K -355 -49%
SSB
1078
Sandy Spring Bank
Maryland
$28.5K -$8.34K -107 -23%
VCM
1079
Versant Capital Management
Arizona
$27.9K
PPWM
1080
PFG Private Wealth Management
Florida
$23.8K +$23.5K +302 New
HBW
1081
Hazlett, Burt & Watson
West Virginia
$23K
CSC
1082
Caldwell Sutter Capital
California
$21K
SIS
1083
Strategic Investment Solutions
Illinois
$20.8K +$10.8K +139 +111%
BWL
1084
Bogart Wealth LLC
Virginia
$20.1K -$52.8K -678 -73%
KB
1085
Kimelman & Baird
New York
$19.7K -$156K -2,000 -89%
PPA
1086
Painted Porch Advisors
California
$19.2K +$5.76K +74 +44%
WWP
1087
WR Wealth Planners
Missouri
$19.1K
AIM
1088
Arcadia Investment Management
Michigan
$18.9K -$27.4K -352 -59%
ATC
1089
Adirondack Trust Company
New York
$16.3K
GWSA
1090
Global Wealth Strategies & Associates
Colorado
$16.1K
IAIM
1091
International Assets Investment Management
Florida
$15.7K +$95.2M +1,222,247 +9,201%
S
1092
Sachetta
Massachusetts
$15.4K +$701 +9 +5%
WOSD
1093
WFA of San Diego
California
$15K
TAM
1094
Townsend Asset Management
North Carolina
$14.5K
CP
1095
Castleview Partners
Texas
$13.8K -$21.9K -281 -61%
FNWA
1096
Financial Network Wealth Advisors
Utah
$13.6K +$156 +2 +1%
SWM
1097
Sanctuary Wealth Management
Idaho
$13.5K
AP
1098
Atwood & Palmer
Missouri
$13.5K +$13.3K +171 New
SIS
1099
Sound Income Strategies
Florida
$13.2K
TFGT
1100
TS Financial Group (TSFG)
Illinois
$12K

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.