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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
CIA
201
Concurrent Investment Advisors
Florida
$11.3M -$2.82M -36,157 -20%
EWA
202
Elevate Wealth Advisory
Georgia
$11.1M +$389K +4,991 +4%
LIM
203
Leavell Investment Management
Alabama
$10.9M +$536K +6,878 +5%
SC
204
Scotia Capital
Ontario, Canada
$10.9M +$1.32M +16,903 +14%
AFC
205
Adaptive Financial Consulting
Ohio
$10.7M -$76.4K -981 -0.7%
LA
206
LVW Advisors
New York
$10.4M +$10.3M +132,724 New
MA
207
Mutual Advisors
Nebraska
$10.4M +$320K +4,105 +3%
FMC
208
First Merchants Corp
Indiana
$10.3M +$636K +8,160 +7%
PF
209
Parker Financial
Washington
$10.3M -$241K -3,094 -2%
ZC
210
Zeit Capital
Colorado
$10.2M +$26.3K +338 +0.3%
Man Group
211
Man Group
United Kingdom
$10.2M -$4.95M -63,496 -33%
EF
212
Exeter Financial
Arizona
$10.2M +$276K +3,541 +3%
HL
213
HeadInvest LLC
Maine
$10.1M +$152K +1,945 +2%
PWMG
214
Pioneer Wealth Management Group
Texas
$10.1M -$3.25M -41,711 -25%
APC
215
Aspire Private Capital
North Carolina
$9.83M +$254K +3,257 +3%
IA
216
IFG Advisors
Missouri
$9.8M +$1.63M +20,923 +20%
WFL
217
Wealth Forward LLC
North Dakota
$9.8M +$394K +5,058 +4%
LL
218
LWMG LLC
Minnesota
$9.79M +$973K +12,491 +11%
FAT
219
First American Trust
California
$9.76M +$1.09K +14 +0%
WANY
220
Wealthspire Advisors (New York)
New York
$9.69M -$680K -8,730 -7%
Legacy Financial Group (Iowa)
221
Legacy Financial Group (Iowa)
Iowa
$9.64M +$191K +2,447 +2%
EA
222
Echo45 Advisors
California
$9.62M +$209K +2,685 +2%
AQR Capital Management
223
AQR Capital Management
Connecticut
$9.57M +$9.47M +121,585 New
PCA
224
Prosperity Capital Advisors
Ohio
$9.51M +$2.62M +33,613 +39%
VF
225
Vawter Financial
Ohio
$9.5M +$549K +7,048 +6%

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.