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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
USAA
126
United Services Automobile Association
Texas
$20.2M -$8.31M -106,722 -29%
BPA
127
Beacon Pointe Advisors
California
$20.1M +$172K +2,211 +0.9%
AI
128
Atria Investments
North Carolina
$19.6M -$10.3K -132 -0.1%
FFA
129
Farther Finance Advisors
California
$19.5M -$4.25M -54,536 -18%
LFS
130
Lutz Financial Services
Nebraska
$19.3M +$165K +2,113 +0.9%
TIAA Trust, National Association
131
TIAA Trust, National Association
North Carolina
$18.8M -$7.92M -101,651 -30%
GLLW
132
Graves Light Lenhart Wealth
Virginia
$18.7M +$173K +2,227 +0.9%
TPCW
133
TD Private Client Wealth
New York
$18.5M -$943K -12,109 -5%
FHC
134
Fort Henry Capital
West Virginia
$18.5M -$4.6M -59,004 -20%
KLI
135
Kelman-Lazarov Inc
Tennessee
$18.4M +$528K +6,779 +3%
WDG
136
Wealth Dimensions Group
Ohio
$18.3M -$39.6K -508 -0.2%
THL
137
Tillman Hartley LLC
Colorado
$18.3M +$2.87M +36,899 +19%
Carson Wealth (CWM LLC)
138
Carson Wealth (CWM LLC)
Nebraska
$18.1M -$6.15M -78,966 -26%
Bank of Montreal
139
Bank of Montreal
Ontario, Canada
$17.9M -$1.16M -14,852 -6%
PD
140
Planning Directions
Pennsylvania
$17.9M -$1.36M -17,473 -7%
CAL
141
Capital Analysts LLC
Pennsylvania
$17.8M +$963K +12,366 +6%
MWM
142
Modera Wealth Management
New Jersey
$17.7M +$536K +6,875 +3%
TW
143
Trajan Wealth
Arizona
$17.6M +$3.46M +44,379 +25%
OIA
144
OneDigital Investment Advisors
Kansas
$17.6M -$1.7M -21,767 -9%
Wealth Enhancement Advisory Services
145
Wealth Enhancement Advisory Services
Minnesota
$17.6M +$2.29M +29,438 +15%
M&T Bank
146
M&T Bank
New York
$17.3M -$119K -1,532 -0.7%
EWA
147
EverSource Wealth Advisors
Alabama
$17M +$250K +3,214 +2%
MG
148
MilWealth Group
Wisconsin
$16.9M +$492K +6,312 +3%
ML
149
McAdam LLC
Pennsylvania
$16.9M -$3.27M -42,038 -16%
BCMIO
150
Beacon Capital Management Inc (Ohio)
Ohio
$16.8M -$2.77M -35,596 -14%

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.