BSV icon

Vanguard Short-Term Bond ETF
BSV

Overview Fund Activity

1,136 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 95 funds opening new positions, 447 increasing their positions, 449 reducing their positions, and 68 closing their positions.

Holders
1,136
Holders Change
+14
Holders Change %
+1.25%
% of All Funds
16.44%
Holding in Top 10
117
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.5%
% of All Funds
1.69%
New
95
Increased
447
Reduced
449
Closed
68
Calls
–
Puts
$7.61M
Net Calls
-$7.61M
Net Calls Change
-$7.85M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.75B
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$2.29B
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$4.22B
4
SEI Investments
4
SEI Investments
Pennsylvania
$246M
5
Focus Partners Wealth
5
Focus Partners Wealth
Massachusetts
$126M

Top Sellers

1
AAS
1
Avantax Advisory Services
Texas
$40.4M
2
Goldman Sachs
2
Goldman Sachs
New York
$1.31B
3
TLFA
3
True Link Financial Advisors
California
$160M
4
DPI
4
Diversified Portfolios Inc
Michigan
$31.2M
5
MIS
5
Morningstar Investment Services
Illinois
$97.2M
Name Market Value Shares Shares
Change 		Shares
Change %
PWM
226
Perigon Wealth Management
California
$9.3M 118,151 -57,688 -33%
PFM
227
Phillips Financial Management
Indiana
$9.2M 116,854 -4,312 -4%
CWM
228
Connecticut Wealth Management
Connecticut
$9.19M 116,725 -15,699 -12%
CTWM
229
Cherry Tree Wealth Management
Minnesota
$9.11M 115,734 -4,310 -4%
OC
230
Oppenheimer & Co
New York
$9.05M 114,980 +3,991 +4%
WLIM
231
White Lighthouse Investment Management
Massachusetts
$9.03M 114,817 -1,388 -1%
WA
232
WBH Advisory
Maryland
$8.97M 114,007 -1,873 -2%
Natixis Advisors
233
Natixis Advisors
Massachusetts
$8.95M 113,670 +1,173 +1%
BSA
234
Bull Street Advisors
Georgia
$8.89M 113,014 -1,875 -2%
SFG
235
Sovereign Financial Group
Connecticut
$8.8M 111,816 -3,935 -3%
ACS
236
Archford Capital Strategies
Illinois
$8.79M 112,719 +4,797 +4%
CA
237
CGN Advisors
Kansas
$8.72M 110,785 +901 +0.8%
FW
238
Fidato Wealth
Ohio
$8.65M 109,929 +3,650 +3%
CFGS
239
Concourse Financial Group Securities
Alabama
$8.6M 109,352 -4,552 -4%
AAP
240
Arax Advisory Partners
Colorado
$8.32M 105,677 +1,774 +2%
BRWA
241
B. Riley Wealth Advisors
Florida
$8.3M 105,783 -4,551 -4%
SC
242
SouthState Corp
Florida
$8.23M 104,549 -2,241 -2%
HFRG
243
Houlihan Financial Resource Group
Virginia
$8.19M 104,106 +104,106 New
SA
244
Sanctuary Advisors
Indiana
$8.12M 105,073 -20,795 -17%
TFM
245
TFC Financial Management
Massachusetts
$8.06M 102,377 +47,346 +86%
RA
246
RFG Advisory
Alabama
$8M 101,631 -4,416 -4%
BMMM
247
Boston Mountain Money Management
Arkansas
$7.95M 100,992 +81,371 +415%
SFP
248
Shepherd Financial Partners
Massachusetts
$7.92M 100,678 +183 +0.2%
CANC
249
Culbertson A N & Co
Virginia
$7.91M 100,566 +4,290 +4%
SAG
250
SageView Advisory Group
California
$7.84M 99,688 +99,688 New
8 9
10
11 12