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Vanguard Short-Term Bond ETF
BSV

Overview Fund Activity

1,150 hedge funds and large institutions have $25.8B invested in Vanguard Short-Term Bond ETF in 2024 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 476 increasing their positions, 475 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,150
Holders Change
-48
Holders Change %
-4.01%
% of All Funds
16.67%
Holding in Top 10
121
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-12.95%
% of All Funds
1.75%
New
67
Increased
476
Reduced
475
Closed
94
Calls
$621K
Puts
–
Net Calls
+$621K
Net Calls Change
-$88K

Top Buyers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$224M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$147M
3
Northern Trust
Northern Trust
Illinois
+$129M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$52.9M
5
Empower Advisory Group
Empower Advisory Group
Colorado
+$42.4M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$2.3B
2
Goldman Sachs
Goldman Sachs
New York
-$650M
3
MIS
Morningstar Investment Services
Illinois
-$154M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$139M
5
Osaic Holdings
Osaic Holdings
Arizona
-$113M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFM
226
Phillips Financial Management
Indiana
$9.06M -$690 -9 -0%
BSA
227
Bull Street Advisors
Georgia
$8.93M -$15.3K -200 -0.2%
CA
228
Cambridge Associates
Massachusetts
$8.91M +$998K +13,014 +13%
CTWM
229
Cherry Tree Wealth Management
Minnesota
$8.86M +$144K +1,882 +2%
AFS
230
Axiom Financial Strategies
Indiana
$8.79M -$1.86M -24,252 -17%
WA
231
WBH Advisory
Maryland
$8.73M +$3.91K +51 +0%
QCG
232
Quadrant Capital Group
Ohio
$8.72M +$786K +10,254 +10%
WANY
233
Wealthspire Advisors (New York)
New York
$8.68M +$245K +3,193 +3%
SFG
234
Sovereign Financial Group
Connecticut
$8.52M +$71.6K +934 +0.8%
Natixis Advisors
235
Natixis Advisors
Massachusetts
$8.39M -$54.7K -713 -0.6%
CFGS
236
Concourse Financial Group Securities
Alabama
$8.31M +$222K +2,900 +3%
National Bank of Canada
237
National Bank of Canada
Quebec, Canada
$8.25M -$3.8M -49,972 -32%
VF
238
Vawter Financial
Ohio
$8.24M +$182K +2,370 +2%
OC
239
Oppenheimer & Co
New York
$8.2M +$562K +7,329 +7%
LL
240
LWMG LLC
Minnesota
$8.18M -$25K -326 -0.3%
SC
241
SouthState Corp
Florida
$8.18M -$154K -2,013 -2%
CA
242
CGN Advisors
Kansas
$8.11M -$182K -2,373 -2%
HFRG
243
Houlihan Financial Resource Group
Virginia
$8.08M -$106K -1,380 -1%
HIA
244
HTG Investment Advisors
Connecticut
$8.08M +$1.34M +17,486 +20%
AAP
245
Arax Advisory Partners
Colorado
$8.04M -$14.5K -189 -0.2%
AFG
246
Atomi Financial Group
New York
$7.99M +$7.32M +95,446 +1,089%
ACS
247
Archford Capital Strategies
Illinois
$7.96M +$716K +9,334 +10%
MA
248
Mutual Advisors
Nebraska
$7.94M +$892K +11,628 +13%
FW
249
Fidato Wealth
Ohio
$7.82M +$229K +2,984 +3%
SFP
250
Shepherd Financial Partners
Massachusetts
$7.75M +$101K +1,321 +1%
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