Vanguard Short-Term Bond ETF
1,248 hedge funds and large institutions have $28.1B invested in Vanguard Short-Term Bond ETF in 2024 Q4 according to their latest regulatory filings, with 192 funds opening new positions, 512 increasing their positions, 406 reducing their positions, and 67 closing their positions.
187% more first-time investments, than exits
New positions opened: 192 | Existing positions closed: 67
26% more repeat investments, than reductions
Existing positions increased: 512 | Existing positions reduced: 406
11% more funds holding in top 10
Funds holding in top 10: 117 → 130 (+13)
9% more funds holding
Funds holding: 1,144 → 1,248 (+104)
1.57% more ownership
Funds ownership: 82.74% → 84.31% (+1.6%)
0% more capital invested
Capital invested by funds: $28.1B → $28.1B (+$25.9M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EP
Essential Planning
Portsmouth,
New Hampshire
|
+$369M |
| 2 |
JP Morgan Chase
New York
|
+$361M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$191M |
| 4 |
BCMIO
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
+$122M |
| 5 |
AF
Allworth Financial
Folsom,
California
|
+$113M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$1.03B |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$94.2M |
| 3 |
MIS
Morningstar Investment Services
Chicago,
Illinois
|
-$78.2M |
| 4 |
PP
PrairieView Partners
St. Paul,
Minnesota
|
-$48.2M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$46.5M |
BSV Hedge Fund Activity: Q4 2024 in Review
1,248 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Bond ETF (BSV) for Q4 2024, worth a combined $28.1B — up 0.09% from $28.1B a quarter earlier.
Buyers outnumbered sellers: 192 funds opened new BSV positions and 67 closed out — a net gain of 125 holders — while 512 added to existing stakes and 406 trimmed.
The largest buyer was Essential Planning, adding an estimated $369M. The largest seller was Morgan Stanley, cutting an estimated $1.03B.
- 1,248 institutional investors held Vanguard Short-Term Bond ETF (BSV) as of Q4 2024, up from 1,144 in Q3 2024.
- Funds reported $28.1B of Vanguard Short-Term Bond ETF stock for Q4 2024, up 0.09% quarter-over-quarter.
- 192 funds opened new Vanguard Short-Term Bond ETF positions in Q4 2024 and 67 closed out, a net change of +125 holders.
- The largest Vanguard Short-Term Bond ETF buyer in Q4 2024 was Essential Planning, an estimated $369M added.
- The largest Vanguard Short-Term Bond ETF seller in Q4 2024 was Morgan Stanley, an estimated $1.03B sold.
Based on aggregated 13F filings for Q4 2024.