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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
ML
126
McAdam LLC
Pennsylvania
$19.7M +$1.52M +19,907 +8%
BPA
127
Beacon Pointe Advisors
California
$19.5M -$1.4M -18,301 -7%
BCMIO
128
Beacon Capital Management Inc (Ohio)
Ohio
$19.2M -$1.52M -19,984 -7%
BNP Paribas Financial Markets
129
BNP Paribas Financial Markets
France
$19.1M +$8.45M +110,714 +80%
AI
130
Atria Investments
North Carolina
$19.1M +$986K +12,926 +5%
TPCW
131
TD Private Client Wealth
New York
$19M -$150K -1,969 -0.8%
EI
132
Ellevest Inc
New York
$18.9M +$784K +10,274 +4%
OIA
133
OneDigital Investment Advisors
Kansas
$18.8M +$910K +11,927 +5%
PD
134
Planning Directions
Pennsylvania
$18.8M +$631K +8,269 +3%
LFS
135
Lutz Financial Services
Nebraska
$18.7M +$1.37M +17,896 +8%
Bank of Montreal
136
Bank of Montreal
Ontario, Canada
$18.6M -$1.4M -18,304 -7%
GLLW
137
Graves Light Lenhart Wealth
Virginia
$18M -$505K -6,615 -3%
WDG
138
Wealth Dimensions Group
Ohio
$17.9M -$34.7K -455 -0.2%
CAM
139
Clark Asset Management
New Hampshire
$17.6M +$1.18M +15,522 +7%
VOYA Investment Management
140
VOYA Investment Management
Georgia
$17.5M +$5.43M +71,200 +45%
KLI
141
Kelman-Lazarov Inc
Tennessee
$17.5M +$1.68M +22,012 +11%
NA
142
NewEdge Advisors
Louisiana
$17.4M +$4.36M +57,114 +34%
FMII
143
Farmers & Merchants Investments Inc
Nebraska
$17.2M +$11.4K +150 +0.1%
Squarepoint
144
Squarepoint
New York
$17.1M -$5.95M -77,932 -26%
Renaissance Technologies
145
Renaissance Technologies
New York
$17.1M +$17M +222,978 New
M&T Bank
146
M&T Bank
New York
$17M -$182K -2,379 -1%
PNC Financial Services Group
147
PNC Financial Services Group
Pennsylvania
$16.8M -$28.4M -371,735 -63%
MWM
148
Modera Wealth Management
New Jersey
$16.7M +$984K +12,892 +6%
EWA
149
EverSource Wealth Advisors
Alabama
$16.5M +$1.67M +21,907 +11%
CAL
150
Capital Analysts LLC
Pennsylvania
$16.4M +$771K +10,108 +5%

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.