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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
PPW
101
Presilium Private Wealth
Pennsylvania
$24.4M +$1.94M +25,429 +9%
BTI
102
Blue Trust Inc
Georgia
$24.4M -$408K -5,345 -2%
Manulife (Manufacturers Life Insurance)
103
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$24.1M -$519K -6,798 -2%
ERIC
104
Eagle Rock Investment Company
Georgia
$24.1M -$1.53K -20 -0%
TWC
105
TD Waterhouse Canada
Ontario, Canada
$24M +$6.92M +90,662 +41%
WC
106
Waterloo Capital
Texas
$23.8M +$7.27M +95,341 +44%
Baird Financial Group
107
Baird Financial Group
Wisconsin
$23.8M -$1.92M -25,147 -7%
Carson Wealth (CWM LLC)
108
Carson Wealth (CWM LLC)
Nebraska
$23.7M -$460K -6,031 -2%
RWM
109
Rockwood Wealth Management
Pennsylvania
$23.5M +$3.14M +41,122 +16%
FFA
110
Farther Finance Advisors
California
$23.1M -$1.87M -24,489 -7%
BCI
111
Brinker Capital Investments
Pennsylvania
$23.1M +$1.64M +21,542 +8%
OPS
112
Orion Portfolio Solutions
Nebraska
$23.1M +$1.64M +21,542 +8%
VFA
113
Voya Financial Advisors
Connecticut
$23M +$372K +4,879 +2%
FHC
114
Fort Henry Capital
West Virginia
$22.5M +$318K +4,166 +1%
Mariner
115
Mariner
Kansas
$22.2M -$456K -5,976 -2%
AWM
116
Avior Wealth Management
Nebraska
$22.1M +$19.8M +260,145 +918%
ICMARC
117
International City Management Association Retirement Corp
District of Columbia
$22.1M +$21.9M +287,500 New
KL
118
KWMG LLC
Kansas
$22M +$1.36M +17,796 +7%
TW
119
Traveka Wealth
California
$21.5M -$3.57M -46,846 -14%
CIAS
120
CBIZ Investment Advisory Services
Ohio
$21.2M +$2.43M +31,860 +13%
FHA
121
First Horizon Advisors
Tennessee
$21.1M -$2.86M -37,438 -12%
NOI
122
Newton One Investments
Delaware
$21.1M +$458K +6,001 +2%
ABC
123
Associated Banc-Corp
Wisconsin
$21M -$601K -7,872 -3%
PAS
124
Park Avenue Securities
New York
$20.2M +$2.08M +27,264 +12%
BCWM
125
Bartlett & Co Wealth Management
Ohio
$19.8M -$443K -5,805 -2%

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.