Vanguard Short-Term Bond ETF
1,158 hedge funds and large institutions have $25.9B invested in Vanguard Short-Term Bond ETF in 2024 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 479 increasing their positions, 479 reducing their positions, and 94 closing their positions.
0% more repeat investments, than reductions
Existing positions increased: 479 | Existing positions reduced: 479
4% less funds holding
Funds holding: 1,205 → 1,158 (-47)
8.81% less ownership
Funds ownership: 90.9% → 82.08% (-8.8%)
11% less capital invested
Capital invested by funds: $29B → $25.9B (-$3.17B)
13% less funds holding in top 10
Funds holding in top 10: 139 → 121 (-18)
28% less first-time investments, than exits
New positions opened: 68 | Existing positions closed: 94
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mercer Global Advisors
Denver,
Colorado
|
+$224M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$147M |
| 3 |
Northern Trust
Chicago,
Illinois
|
+$129M |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$52.9M |
| 5 |
Empower Advisory Group
Greenwood Village,
Colorado
|
+$42.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$2.3B |
| 2 |
Goldman Sachs
New York
|
-$650M |
| 3 |
MIS
Morningstar Investment Services
Chicago,
Illinois
|
-$154M |
| 4 |
JP Morgan Chase
New York
|
-$139M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$113M |
BSV Hedge Fund Activity: Q1 2024 in Review
1,158 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Bond ETF (BSV) for Q1 2024, worth a combined $25.9B — down 11% from $29B a quarter earlier.
Sellers outnumbered buyers: 94 funds closed out of BSV and 68 opened new positions — a net loss of 26 holders — while 479 trimmed existing stakes and 479 added.
The largest buyer was Mercer Global Advisors, adding an estimated $224M. The largest seller was Morgan Stanley, cutting an estimated $2.3B.
- 1,158 institutional investors held Vanguard Short-Term Bond ETF (BSV) as of Q1 2024, down from 1,205 in Q4 2023.
- Funds reported $25.9B of Vanguard Short-Term Bond ETF stock for Q1 2024, down 11% quarter-over-quarter.
- 68 funds opened new Vanguard Short-Term Bond ETF positions in Q1 2024 and 94 closed out, a net change of -26 holders.
- The largest Vanguard Short-Term Bond ETF buyer in Q1 2024 was Mercer Global Advisors, an estimated $224M added.
- The largest Vanguard Short-Term Bond ETF seller in Q1 2024 was Morgan Stanley, an estimated $2.3B sold.
Based on aggregated 13F filings for Q1 2024.