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Vanguard Short-Term Bond ETF

1,212 hedge funds and large institutions have $28.7B invested in Vanguard Short-Term Bond ETF in 2025 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 520 increasing their positions, 459 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 520 | Existing positions reduced: 459

2% more funds holding in top 10

Funds holding in top 10: 130133 (+3)

5% less first-time investments, than exits

New positions opened: 82 | Existing positions closed: 86

1.4% less ownership

Funds ownership: 84.31%82.9% (-1.4%)

3% less funds holding

Funds holding: 1,2481,212 (-36)

6% less capital invested

Capital invested by funds: $30.6B → $28.7B (-$1.85B)

Holders
1,212
Holders Change
-36
Holders Change %
-2.88%
% of All Funds
16.25%
Holding in Top 10
133
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+2.31%
% of All Funds
1.78%
New
82
Increased
520
Reduced
459
Closed
86
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PMA
276
Prudent Man Advisors
Illinois
$6.54M +$676K +8,705 +12%
EP
277
Essential Planning
New Hampshire
$6.51M -$368M -4,741,808 -98%
SSW
278
Stone Summit Wealth
Florida
$6.47M -$56.4K -726 -0.9%
AF
279
Apexium Financial
Texas
$6.43M +$1.07M +13,782 +20%
CPBTD
280
Central Pacific Bank - Trust Division
Hawaii
$6.42M -$37.2K -479 -0.6%
UFA
281
Uptown Financial Advisors
Texas
$6.33M +$490K +6,315 +8%
LWM
282
LongView Wealth Management
Georgia
$6.28M -$141K -1,821 -2%
MFC
283
Morris Financial Concepts
South Carolina
$6.23M +$306K +3,948 +5%
RIA
284
Regal Investment Advisors
Michigan
$6.2M -$17.5K -226 -0.3%
FWM
285
Forza Wealth Management
Florida
$6.16M +$124K +1,600 +2%
FI
286
FIDELIS iM
Oregon
$6.12M +$2.63M +33,891 +77%
ACM
287
Arcataur Capital Management
Wisconsin
$6.11M -$287K -3,699 -5%
CIA
288
Capital Investment Advisors
Georgia
$6.07M -$137K -1,769 -2%
PIMG
289
Patriot Investment Management Group
Tennessee
$6.03M +$200K +2,582 +3%
MA
290
Marquette Associates
Illinois
$6.02M
RWML
291
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$6.01M +$770K +9,913 +15%
PAM
292
PCG Asset Management
New Jersey
$6M +$319K +4,109 +6%
JWCA
293
J.W. Cole Advisors
Florida
$5.95M +$1.53M +19,767 +35%
CWM
294
Cranbrook Wealth Management
Michigan
$5.91M +$223K +2,872 +4%
LA
295
LM Advisors
California
$5.85M
KCM
296
Kanawha Capital Management
Virginia
$5.65M -$136K -1,758 -2%
RG
297
Rathbones Group
United Kingdom
$5.61M +$132K +1,704 +2%
KJWM
298
Kiley Juergens Wealth Management
Washington
$5.58M -$512K -6,590 -8%
PS
299
Principal Securities
Iowa
$5.58M +$8.85K +114 +0.2%
BFO
300
Boston Family Office
Massachusetts
$5.53M -$297K -3,828 -5%

BSV Hedge Fund Activity: Q1 2025 in Review

1,212 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Bond ETF (BSV) for Q1 2025, worth a combined $28.7B — down 6% from $30.6B a quarter earlier.

Sellers outnumbered buyers: 86 funds closed out of BSV and 82 opened new positions — a net loss of 4 holders — while 459 trimmed existing stakes and 520 added.

The largest buyer was Beacon Capital Management Inc (Ohio), adding an estimated $417M. The largest seller was JP Morgan Chase, cutting an estimated $509M.

  • 1,212 institutional investors held Vanguard Short-Term Bond ETF (BSV) as of Q1 2025, down from 1,248 in Q4 2024.
  • Funds reported $28.7B of Vanguard Short-Term Bond ETF stock for Q1 2025, down 6% quarter-over-quarter.
  • 82 funds opened new Vanguard Short-Term Bond ETF positions in Q1 2025 and 86 closed out, a net change of -4 holders.
  • The largest Vanguard Short-Term Bond ETF buyer in Q1 2025 was Beacon Capital Management Inc (Ohio), an estimated $417M added.
  • The largest Vanguard Short-Term Bond ETF seller in Q1 2025 was JP Morgan Chase, an estimated $509M sold.

Based on aggregated 13F filings for Q1 2025.