BSV icon

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 %
BFG
276
Bleakley Financial Group
New Jersey
$6.29M +$229K +2,988 +4%
AWA
277
Archvest Wealth Advisors
California
$6.28M -$349K -4,571 -5%
KCM
278
Kanawha Capital Management
Virginia
$6.27M -$140K -1,829 -2%
DWM
279
Dynasty Wealth Management
Florida
$6.26M +$6.26M +81,630 New
ODIJL
280
One Day In July LLC
Vermont
$6.2M -$3.78M -49,268 -38%
RIA
281
Regal Investment Advisors
Michigan
$6.19M -$389K -5,070 -6%
FNBT
282
FineMark National Bank & Trust
Florida
$6.1M +$448K +5,847 +8%
MWM
283
McNaughton Wealth Management
California
$6.09M +$210K +2,733 +4%
KIM
284
Karpus Investment Management
New York
$6.08M -$9.58K -125 -0.2%
CSB
285
City State Bank
Iowa
$6.03M +$1.05M +13,755 +21%
CWM
286
Cranbrook Wealth Management
Michigan
$6M +$339K +4,418 +6%
FG
287
Fiduciary Group
Georgia
$5.96M -$193K -2,513 -3%
SRC
288
Shufro Rose & Co
New York
$5.92M -$4.66M -60,737 -44%
AAS
289
Ameritas Advisory Services
Nebraska
$5.9M -$6.07M -79,277 -51%
PIMG
290
Patriot Investment Management Group
Tennessee
$5.88M +$103K +1,347 +2%
CMBA
291
C.M. Bidwell & Associates
Hawaii
$5.85M +$1.37M +17,850 +31%
LA
292
LM Advisors
California
$5.79M +$1.03M +13,416 +22%
AWM
293
Apollon Wealth Management
South Carolina
$5.65M -$7.26M -94,654 -56%
PP
294
Prosperity Planning
Missouri
$5.64M -$5.72M – –
JFA
295
JNBA Financial Advisors
Minnesota
$5.59M -$2.27M -29,583 -29%
DFC
296
DBK Financial Counsel
Ohio
$5.47M -$85.3K -1,113 -2%
IA
297
IFG Advisory
Georgia
$5.45M +$120K +1,569 +2%
FWM
298
Forza Wealth Management
Florida
$5.45M -$16.9K -220 -0.3%
PI
299
PFG Investments
New York
$5.35M +$5.03M +65,651 +1,606%
PFG
300
PAX Financial Group
Texas
$5.3M -$46.8K -611 -0.9%
10 11
12
13 14