Vanguard Short-Term Bond ETF
1,144 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, 456 increasing their positions, 448 reducing their positions, and 69 closing their positions.
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 (+$1.53B)
1% more funds holding
Funds holding: 1,132 → 1,144 (+12)
2% more repeat investments, than reductions
Existing positions increased: 456 | Existing positions reduced: 448
0.4% more ownership
Funds ownership: 82.34% → 82.74% (+0.4%)
3% less funds holding in top 10
Funds holding in top 10: 120 → 117 (-3)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $7.61M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$310M |
| 2 |
Mercer Global Advisors
Denver,
Colorado
|
+$288M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$263M |
| 4 |
SEI Investments
Oaks,
Pennsylvania
|
+$243M |
| 5 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$121M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
-$442M |
| 2 |
Goldman Sachs
New York
|
-$199M |
| 3 |
TLFA
True Link Financial Advisors
San Francisco,
California
|
-$60.4M |
| 4 |
DPI
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
-$44.4M |
| 5 |
MIS
Morningstar Investment Services
Chicago,
Illinois
|
-$39.6M |
BSV Hedge Fund Activity: Q3 2024 in Review
1,144 of the 6,978 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 5.8% 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 456 added to existing stakes and 448 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $310M. The largest seller was Avantax Advisory Services, cutting an estimated $442M.
- 1,144 institutional investors held Vanguard Short-Term Bond ETF (BSV) as of Q3 2024, up from 1,132 in Q2 2024.
- Funds reported $28.1B of Vanguard Short-Term Bond ETF stock for Q3 2024, up 5.8% 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.