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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
PFBT
201
Parkside Financial Bank & Trust
Missouri
$10.4M +$667K +8,740 +7%
PF
202
Parker Financial
Washington
$10.2M -$164K -2,151 -2%
CWM
203
Connecticut Wealth Management
Connecticut
$10.2M -$252K -3,302 -2%
LIM
204
Leavell Investment Management
Alabama
$10.1M +$210K +2,752 +2%
WANY
205
Wealthspire Advisors (New York)
New York
$10.1M +$1.42M +18,592 +16%
MA
206
Mutual Advisors
Nebraska
$10M +$1.98M +25,923 +25%
ZC
207
Zeit Capital
Colorado
$9.91M +$11.5K +151 +0.1%
HL
208
HeadInvest LLC
Maine
$9.67M +$194K +2,549 +2%
EF
209
Exeter Financial
Arizona
$9.63M -$22.7K -298 -0.2%
SA
210
Sanctuary Advisors
Indiana
$9.56M +$9.6M +125,868 New
HIA
211
HTG Investment Advisors
Connecticut
$9.55M +$1.46M +19,118 +18%
FAT
212
First American Trust
California
$9.51M -$1.83M -23,939 -16%
FMC
213
First Merchants Corp
Indiana
$9.43M -$14.9K -195 -0.2%
GGS
214
Galvin Gaustad & Stein
Arizona
$9.39M -$462K -6,051 -5%
APC
215
Aspire Private Capital
North Carolina
$9.33M +$5.11K +67 +0.1%
SC
216
Scotia Capital
Ontario, Canada
$9.32M +$14.6K +192 +0.2%
PFM
217
Phillips Financial Management
Indiana
$9.29M +$228K +2,990 +3%
AWM
218
AE Wealth Management
Kansas
$9.27M -$504K -6,608 -5%
Legacy Financial Group (Iowa)
219
Legacy Financial Group (Iowa)
Iowa
$9.21M +$12.8K +168 +0.1%
CTWM
220
Cherry Tree Wealth Management
Minnesota
$9.21M +$345K +4,518 +4%
EA
221
Echo45 Advisors
California
$9.19M +$1.89M +24,785 +26%
WFL
222
Wealth Forward LLC
North Dakota
$9.16M +$85.6K +1,122 +0.9%
Macquarie Group
223
Macquarie Group
Australia
$9M -$2.86M -37,515 -24%
AFS
224
Axiom Financial Strategies
Indiana
$8.96M +$160K +2,098 +2%
WLIM
225
White Lighthouse Investment Management
Massachusetts
$8.91M -$213K -2,793 -2%

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.