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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
HIC
1151
Hartline Investment Corp
Illinois
-$2.15M -28,050 Closed
UIA
1152
UG Investment Advisers
Taiwan
-$1.76M -23,000 Closed
CA
1153
CoreCap Advisors
Michigan
-$1.69M -22,010 Closed
TPWA
1154
TRUE Private Wealth Advisors
Oregon
-$1.55M -20,244 Closed
DWM
1155
Drive Wealth Management
Utah
-$1.54M -20,105 Closed
SIM
1156
Stratos Investment Management
Ohio
-$1.47M -19,227 Closed
PS
1157
Portfolio Strategies
New York
-$1.42M -18,474 Closed
SAW
1158
Signal Advisors Wealth
Michigan
-$1.4M -18,281 Closed
Millennium Management
1159
Millennium Management
New York
-$1.27M -16,527 Closed
DIM
1160
DLK Investment Management
California
-$674K -8,785 Closed
PBF
1161
Petix & Botte Financial
California
-$619K -8,071 Closed
MA
1162
MBA Advisors
Pennsylvania
-$611K -7,973 Closed
HCM
1163
Howland Capital Management
Massachusetts
-$606K -7,900 Closed
PCM
1164
Peirce Capital Management
Texas
-$605K -7,896 Closed
PGF
1165
Plan Group Financial
Oklahoma
-$600K -7,831 Closed
TSS
1166
Two Sigma Securities
New York
-$581K -7,582 Closed
Bank Julius Baer & Co
1167
Bank Julius Baer & Co
Switzerland
-$529K -6,900 Closed
HT
1168
Headlands Technologies
Illinois
-$510K -6,655 Closed
DFG
1169
Delta Financial Group
New Jersey
-$503K -6,566 Closed
BWM
1170
BCS Wealth Management
Tennessee
-$499K -6,502 Closed
TCWM
1171
Total Clarity Wealth Management
Illinois
-$497K -6,483 Closed
PPP
1172
Private Portfolio Partners
New Jersey
-$497K -6,479 Closed
RCM
1173
Radnor Capital Management
Pennsylvania
-$496K -6,472 Closed
MCM
1174
Maple Capital Management
Vermont
-$453K -5,912 Closed
AT
1175
American Trust
Kentucky
-$436K -5,683 Closed

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.