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Vanguard Short-Term Bond ETF
BSV

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: 1,131 → 1,143 (+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: 120 → 117 (-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

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$310M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$288M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$263M
4
SEI Investments
SEI Investments
Pennsylvania
+$243M
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$121M

Top Sellers

Rank Fund Capital Flow
1
AAS
Avantax Advisory Services
Texas
-$442M
2
Goldman Sachs
Goldman Sachs
New York
-$199M
3
TLFA
True Link Financial Advisors
California
-$60.4M
4
DPI
Diversified Portfolios Inc
Michigan
-$44.4M
5
MIS
Morningstar Investment Services
Illinois
-$39.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
IIC
1151
Integrated Investment Consultants
Michigan
– -$3.72M -48,480 Closed
AWA
1152
Archvest Wealth Advisors
California
– -$3.36M -44,055 Closed
CSPAM
1153
Cary Street Partners Asset Management
Virginia
– -$3.21M -41,899 Closed
SIMG
1154
Sonora Investment Management Group
Arizona
– -$3.1M -40,399 Closed
LAS
1155
Lloyd Advisory Services
Georgia
– -$2.9M -37,798 Closed
SW
1156
SMART Wealth
Nebraska
– -$2.73M -35,600 Closed
GLR
1157
Great Lakes Retirement
Ohio
– -$2.36M -30,786 Closed
Neuberger Berman Group
1158
Neuberger Berman Group
New York
– -$2.34M -30,573 Closed
QC
1159
Quadrature Capital
United Kingdom
– -$2.07M -26,995 Closed
WHG
1160
Westwood Holdings Group
Texas
– -$1.39M -18,095 Closed
HF
1161
HRT Financial
New York
– -$1.37M -17,870 Closed
MAM
1162
Madison Asset Management
Wisconsin
– -$968K -12,624 Closed
OWA
1163
Outlook Wealth Advisors
Texas
– -$1.46M -12,002 Closed
SW
1164
SVB Wealth
Massachusetts
– -$812K -10,589 Closed
VC
1165
Veery Capital
Delaware
– -$587K -7,650 Closed
RIA
1166
Realta Investment Advisors
Delaware
– -$536K -6,988 Closed
OHWA
1167
Oak Hill Wealth Advisors
Virginia
– -$483K -6,203 Closed
PA
1168
Pinnacle Associates
New York
– -$470K -6,128 Closed
IAA
1169
Independent Advisor Alliance
North Carolina
– -$402K -5,242 Closed
FWI
1170
Facet Wealth Inc
Maryland
– -$378K -4,876 Closed
LS
1171
Leelyn Smith
Illinois
– -$333K -4,344 Closed
HAS
1172
HBW Advisory Services
California
– -$323K -4,217 Closed
RK
1173
Rather & Kittrell
Tennessee
– -$319K -4,154 Closed
D
1174
Diversified
Delaware
– -$315K -4,112 Closed
SHWM
1175
Smith & Howard Wealth Management
Georgia
– -$313K -4,079 Closed
45 46
47
48 49

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.