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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
BWA
1176
Bordeaux Wealth Advisors
California
-$354K -4,616 Closed
WWS
1177
Wellington Wealth Strategies
Indiana
-$346K -4,518 Closed
VFA
1178
Valeo Financial Advisors
Indiana
-$337K -4,429 Closed
RB
1179
Rodgers Brothers
Pennsylvania
-$335K -4,373 Closed
EFG
1180
Ehrlich Financial Group
California
-$323K -4,218 Closed
LSIA
1181
LaSalle St. Investment Advisors
Illinois
-$316K -4,116 Closed
AF
1182
Apollon Financial
South Carolina
-$314K -4,089 Closed
CBFP
1183
Cedar Brook Financial Partners
Ohio
-$306K -3,991 Closed
WPW
1184
Watershed Private Wealth
Illinois
-$297K -3,874 Closed
GT
1185
Glenview Trust
Kentucky
-$271K -3,529 Closed
SWA
1186
Sax Wealth Advisors
New Jersey
-$264K -3,443 Closed
HIP
1187
HUB Investment Partners
Texas
-$261K -3,407 Closed
FFO
1188
Fiduciary Family Office
Florida
-$259K -3,384 Closed
LSA
1189
Lion Street Advisors
Texas
-$259K -3,357 Closed
WFM
1190
Wolff Financial Management
Michigan
-$253K -3,300 Closed
SPWG
1191
Syntegra Private Wealth Group
Missouri
-$249K -3,247 Closed
KTA
1192
Keeley-Teton Advisors
Illinois
-$245K -3,200 Closed
WAG
1193
Winthrop Advisory Group
Massachusetts
-$241K -3,144 Closed
CCG
1194
Coastwise Capital Group
California
-$240K -3,125 Closed
TBC
1195
Ted Buchan & Co
California
-$239K -3,111 Closed
LFA
1196
Lauterbach Financial Advisors
Texas
-$236K -3,075 Closed
KFG
1197
Kingdom Financial Group
Arizona
-$229K -2,987 Closed
WF
1198
Warner Financial
Maryland
-$227K -2,967 Closed
SFA
1199
Souders Financial Advisors
Ohio
-$218K -2,847 Closed
HP
1200
Hilltop Partners
Indiana
-$218K -2,840 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.