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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
KFI
1101
Key Financial Inc
Pennsylvania
$10.9K
IF
1102
Integrity Financial
Wyoming
$10.8K +$10.7K +137 New
WIM
1103
Westside Investment Management
California
$10.2K
TRCT
1104
Tower Research Capital (TRC)
New York
$10.1K -$169K -2,169 -94%
CAM
1105
Chesapeake Asset Management
New York
$10.1K
PIP
1106
Peachtree Investment Partners
Florida
$9.61K +$312 +4 +3%
BBHC
1107
Brown Brothers Harriman & Co
New York
$9.6K
BSB
1108
Bangor Savings Bank
Maine
$8.81K +$8.72K +112 New
PFG
1109
Peterson Financial Group
Iowa
$8.56K +$8.49K +109 New
HGA
1110
Hobbs Group Advisors
South Carolina
$8.42K
WWM
1111
Wolff Wiese Magana
California
$8.11K
NC
1112
NewSquare Capital
Pennsylvania
$8.11K +$545 +7 +7%
EWP
1113
Elevation Wealth Partners
California
$7.87K
SWA
1114
SOA Wealth Advisors
New York
$7.55K
GSEP
1115
Golden State Equity Partners
California
$7K -$1.82M -23,327 -100%
NFA
1116
Northwest Financial Advisors
Virginia
$6.99K +$6.93K +89 New
OC
1117
Oakworth Capital
Alabama
$6.22K
POIA
1118
Pin Oak Investment Advisors
Texas
$6K +$6K +77 New
Simplex Trading
1119
Simplex Trading
Illinois
$6K +$6.62K +85 New
CWP
1120
Concord Wealth Partners
Virginia
$5.94K +$78 +1 +1%
CMA
1121
Cedar Mountain Advisors
Oregon
$5.51K
FWA
1122
FSC Wealth Advisors
New York
$5.12K -$5.45K -70 -52%
UCI
1123
Uncommon Cents Investing
Wisconsin
$4.33K +$4.28K +55 New
LB
1124
Legacy Bridge
Iowa
$3.94K
ITIM
1125
Indiana Trust & Investment Management
Indiana
$3.78K -$2.18K -28 -37%

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.