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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
BBHC
1101
Brown Brothers Harriman & Co
New York
$9.36K -$28.6K -375 -75%
PIP
1102
Peachtree Investment Partners
Florida
$9.04K +$305 +4 +4%
HGA
1103
Hobbs Group Advisors
South Carolina
$8.21K +$8.16K +107 New
WWM
1104
Wolff Wiese Magana
California
$7.9K
EWP
1105
Elevation Wealth Partners
California
$7.67K -$14.4K -189 -65%
NC
1106
NewSquare Capital
Pennsylvania
$7.36K
SWA
1107
SOA Wealth Advisors
New York
$7.36K
OC
1108
Oakworth Capital
Alabama
$6.06K -$34.5K -452 -85%
CMP
1109
Coston McIsaac & Partners
Maine
$6K +$76 +1 +1%
ITIM
1110
Indiana Trust & Investment Management
Indiana
$5.83K -$14.7K -193 -72%
CWP
1111
Concord Wealth Partners
Virginia
$5.74K +$381 +5 +7%
CMA
1112
Cedar Mountain Advisors
Oregon
$5.37K
SFC
1113
Strategic Financial Concepts
Texas
$5.12K +$19.4M +253,717 New
PO
1114
Private Ocean
California
$4.91K +$4.88K +64 New
LB
1115
Legacy Bridge
Iowa
$3.83K
AEPWM
1116
Atlantic Edge Private Wealth Management
Florida
$3.38K +$153 +2 +5%
EAM
1117
Eukles Asset Management
Ohio
$2.84K
VWM
1118
Venturi Wealth Management
Texas
$2.3K
CFD
1119
Creative Financial Designs
Indiana
$1.99K
GI
1120
Gradient Investments
Minnesota
$1.84K
GIA
1121
GHP Investment Advisors
Colorado
$1.69K +$1.68K +22 New
MAM
1122
Marquette Asset Management
Minnesota
$1.3K -$19.8K -260 -94%
4FG
1123
4Thought Financial Group
New York
$1.27K +$305 +4 +31%
DCM
1124
Davis Capital Management
Florida
$1.15K
VAG
1125
VisionPoint Advisory Group
Texas
$997 -$16K -210 -94%

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.