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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
FHC
101
First Heartland Consultants
Missouri
$28.2M -$1.2M -15,386 -4%
ONB
102
Old National Bancorp
Indiana
$26.8M -$1.23M -15,844 -4%
RWM
103
Rockwood Wealth Management
Pennsylvania
$26.6M +$2.49M +32,013 +10%
Baird Financial Group
104
Baird Financial Group
Wisconsin
$26.6M +$2.14M +27,507 +9%
PPW
105
Presilium Private Wealth
Pennsylvania
$26.4M +$1.35M +17,333 +5%
BTI
106
Blue Trust Inc
Georgia
$25.8M +$1.44M +18,480 +6%
CIP
107
Cornerstone Investment Partners
Georgia
$25.6M -$48.6K -624 -0.2%
ERIC
108
Eagle Rock Investment Company
Georgia
$24.7M +$36.1K +464 +0.1%
FPIS
109
Financial Planning & Information Services
Wisconsin
$24.6M -$3.48M -44,635 -13%
VFA
110
Voya Financial Advisors
Connecticut
$23.9M +$212K +2,720 +0.9%
Mariner
111
Mariner
Kansas
$23.7M +$943K +12,110 +4%
BCI
112
Brinker Capital Investments
Pennsylvania
$23.6M -$98K -1,258 -0.4%
OPS
113
Orion Portfolio Solutions
Nebraska
$23.6M -$98K -1,258 -0.4%
AWM
114
Avior Wealth Management
Nebraska
$23.5M +$743K +9,533 +3%
KL
115
KWMG LLC
Kansas
$23.4M +$815K +10,467 +4%
CIAS
116
CBIZ Investment Advisory Services
Ohio
$22.9M +$1.07M +13,685 +5%
ABC
117
Associated Banc-Corp
Wisconsin
$22.7M +$1.22M +15,692 +6%
PAS
118
Park Avenue Securities
New York
$22.5M +$1.73M +22,261 +8%
W
119
Wealthquest
Ohio
$22.3M +$22.1M +283,889 New
CAM
120
Clark Asset Management
New Hampshire
$21.8M +$3.72M +47,809 +21%
P
121
&Partners
Tennessee
$21.7M +$15.9M +203,522 +292%
GFG
122
Greystone Financial Group
Michigan
$21.3M +$21.1M +270,824 New
FHA
123
First Horizon Advisors
Tennessee
$21.2M -$454K -5,833 -2%
BCWM
124
Bartlett & Co Wealth Management
Ohio
$20.8M +$434K +5,570 +2%
EI
125
Ellevest Inc
New York
$20.4M +$902K +11,585 +5%

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.