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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
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$3.86B +$145M +1,900,726 +4%
Morgan Stanley
2
Morgan Stanley
New York
$2.14B -$6.76M -88,626 -0.3%
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$1.93B +$137M +1,798,704 +8%
Goldman Sachs
4
Goldman Sachs
New York
$1.47B -$4.22M -55,251 -0.3%
JP Morgan Chase
5
JP Morgan Chase
New York
$1.4B +$387M +5,076,700 +38%
Empower Advisory Group
6
Empower Advisory Group
Colorado
$1.11B +$56.5M +740,757 +5%
AF
7
Allworth Financial
California
$916M +$27.5M +360,484 +3%
Northern Trust
8
Northern Trust
Illinois
$558M -$244M -3,201,780 -31%
Bank of America
9
Bank of America
North Carolina
$526M -$44.4M -581,903 -8%
AAS
10
Avantax Advisory Services
Texas
$475M +$72.4M +948,753 +18%
Wells Fargo
11
Wells Fargo
California
$469M +$4.1M +53,789 +0.9%
LPL Financial
12
LPL Financial
California
$454M +$1.87M +24,559 +0.4%
TI
13
Truepoint Inc
Ohio
$450M +$10.7M +140,394 +2%
UCFA
14
United Capital Financial Advisors
Texas
$401M -$4.3M -56,422 -1%
Envestnet Portfolio Solutions
15
Envestnet Portfolio Solutions
Illinois
$336M +$2.68M +35,124 +0.8%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$306M +$8.97M +117,542 +3%
Corient Private Wealth
17
Corient Private Wealth
Florida
$303M +$20.8M +273,109 +7%
LNC
18
Lincoln National Corp
Pennsylvania
$253M +$4.59M +60,135 +2%
CAPTRUST Financial Advisors
19
CAPTRUST Financial Advisors
North Carolina
$239M +$27.6M +361,349 +13%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$219M +$20.8M +272,109 +11%
TLFA
21
True Link Financial Advisors
California
$215M +$5.36M +70,196 +3%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$194M +$2.32M +30,418 +1%
MIM
23
MetLife Investment Management
New Jersey
$181M -$381K -5,000 -0.2%
Charles Schwab
24
Charles Schwab
California
$168M -$16.9M -221,827 -9%
UBS Group
25
UBS Group
Switzerland
$166M -$51.7M -678,037 -24%

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.