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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
TW
176
Traveka Wealth
California
$13.7M -$8.24M -105,726 -38%
YAL
177
Your Advocates Ltd
Texas
$13.7M +$122K +1,562 +0.9%
SWA
178
Safir Wealth Advisors
New Hampshire
$13.6M +$389K +4,995 +3%
LFA
179
Level Financial Advisors
New York
$13.6M +$855K +10,972 +7%
SP
180
Symmetry Partners
Connecticut
$13.6M -$33.3M -427,879 -71%
AWA
181
Alaska Wealth Advisors
Alaska
$13.5M -$58.3K -749 -0.4%
SFMG
182
Sage Financial Management Group
Virginia
$13.4M +$13.3M +170,122 New
BHWM
183
Bay Harbor Wealth Management
Maryland
$13.3M -$237K -3,044 -2%
NW
184
NewEdge Wealth
Pennsylvania
$13.3M +$412K +5,288 +3%
PAG
185
Private Advisor Group
New Jersey
$12.8M +$28.6K +367 +0.2%
PFBT
186
Parkside Financial Bank & Trust
Missouri
$12.6M +$1.85M +23,704 +17%
BCM
187
Brookstone Capital Management
Illinois
$12.3M -$411K -5,271 -3%
OFP
188
OLIO Financial Planning
Virginia
$12.3M +$15.3K +197 +0.1%
KPWS
189
Kestra Private Wealth Services
Texas
$12.2M -$766K -9,839 -6%
TWA
190
Trellis Wealth Advisors
California
$12.2M +$1.13M +14,499 +10%
SWM
191
SigFig Wealth Management
California
$12M +$17.9K +230 +0.2%
HIA
192
HTG Investment Advisors
Connecticut
$12M +$2.17M +27,864 +22%
FA
193
Fortis Advisors
Pennsylvania
$11.8M -$955K -12,262 -8%
CB
194
Commerce Bank
Missouri
$11.8M -$188K -2,415 -2%
Financial Engines Advisors
195
Financial Engines Advisors
California
$11.7M +$10.7M +137,235 +1,142%
WA
196
Waterford Advisors
New York
$11.7M -$117K -1,507 -1%
APCM
197
Alaska Permanent Capital Management
Alaska
$11.6M +$488K +6,265 +4%
FFN
198
Focus Financial Network
Minnesota
$11.5M +$146K +1,872 +1%
CMBA
199
C.M. Bidwell & Associates
Hawaii
$11.5M +$3.09M +39,632 +37%
EC
200
Eaton-Cambridge
Arizona
$11.4M +$54.2K +696 +0.5%

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.