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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
PNC Financial Services Group
151
PNC Financial Services Group
Pennsylvania
$16.7M -$483K -6,204 -3%
CFA
152
Cahill Financial Advisors
Minnesota
$16.6M +$761K +9,776 +5%
B
153
BetterWealth
California
$16.6M +$1.12M +14,378 +7%
KAS
154
Kestra Advisory Services
Texas
$16.5M -$640K -8,212 -4%
RW
155
REDW Wealth
New Mexico
$16.4M -$419K -5,374 -3%
AAM
156
Austin Asset Management
Texas
$16.3M -$174K -2,231 -1%
TWC
157
TD Waterhouse Canada
Ontario, Canada
$16.2M -$8.37M -107,475 -34%
FMII
158
Farmers & Merchants Investments Inc
Nebraska
$15.8M -$1.83M -23,500 -10%
PWLP
159
Prio Wealth Limited Partnership
Massachusetts
$15.8M -$239K -3,072 -2%
NL
160
NWAM LLC
Washington
$15.5M +$15.3M +196,496 New
Prudential Financial
161
Prudential Financial
New Jersey
$15.4M +$399K +5,120 +3%
MSF
162
Mustard Seed Financial
Arkansas
$15.1M +$1.76M +22,639 +13%
PNAA
163
Pictet North America Advisors
Switzerland
$15.1M -$890K -11,428 -6%
BFP
164
Brewster Financial Planning
New York
$15.1M +$804K +10,319 +6%
Manulife (Manufacturers Life Insurance)
165
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$14.9M -$9.78M -125,540 -40%
SOAG
166
Silver Oak Advisory Group
Oregon
$14.8M +$302K +3,883 +2%
WIA
167
World Investment Advisors
California
$14.7M +$653K +8,378 +5%
MFG
168
Monumental Financial Group
Maryland
$14.6M +$843K +10,823 +6%
SC
169
Stephenson & Company
California
$14.5M +$383K +4,919 +3%
WWM
170
Wiser Wealth Management
Georgia
$14.3M -$28K -360 -0.2%
WC
171
Waterloo Capital
Texas
$14.3M -$10M -128,962 -42%
VOYA Investment Management
172
VOYA Investment Management
Georgia
$14.3M -$3.65M -46,830 -21%
EA
173
Evolution Advisers
Virginia
$14.3M +$187K +2,395 +1%
MPIA
174
Mountain Pacific Investment Advisers
Idaho
$14M +$335K +4,306 +2%
IWM
175
IHT Wealth Management
Illinois
$13.9M +$7.06M +90,644 +106%

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.