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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
PP
301
Prosperity Planning
Missouri
$5.52M
RWS
302
Retirement Wealth Solutions
Wisconsin
$5.51M +$265K +3,410 +5%
SCA
303
Sandy Cove Advisors
Massachusetts
$5.48M -$389K -5,005 -7%
IA
304
IFG Advisory
Georgia
$5.42M -$15.9K -205 -0.3%
AssetMark Inc
305
AssetMark Inc
California
$5.41M -$1.79M -23,006 -25%
DC
306
Darrow Company
Massachusetts
$5.4M +$169K +2,176 +3%
BST
307
Bath Savings Trust
Maine
$5.38M +$280K +3,606 +6%
MGIA
308
Moneta Group Investment Advisors
Missouri
$5.37M -$27.9K -360 -0.5%
CCM
309
Coldstream Capital Management
Washington
$5.32M -$9.24K -119 -0.2%
HTIM
310
Harbour Trust & Investment Management
Indiana
$5.3M +$92.1K +1,187 +2%
PCG
311
Prosperity Consulting Group
Maryland
$5.24M +$389K +5,009 +8%
CPRC
312
Consolidated Portfolio Review Corp
New York
$5.21M +$136K +1,752 +3%
KIM
313
Karpus Investment Management
New York
$5.14M -$66K -850 -1%
HWM
314
HB Wealth Management
Georgia
$5.05M -$2.1M -27,094 -30%
IP
315
Investment Partners
Ohio
$5.04M +$1.04M +13,460 +26%
SWM
316
Spire Wealth Management
Virginia
$5.02M +$803K +10,348 +19%
PMWMG
317
Parr McKnight Wealth Management Group
Minnesota
$4.98M +$4.94M +63,619 New
AWM
318
AE Wealth Management
Kansas
$4.9M -$405K -5,223 -8%
HI
319
Harbour Investments
Wisconsin
$4.87M +$64.7K +833 +1%
FPCG
320
Forum Private Client Group
Indiana
$4.85M +$387K +4,980 +9%
PA
321
Parallel Advisors
California
$4.77M +$574K +7,394 +14%
IAN
322
Integrated Advisors Network
Texas
$4.77M -$70.5K -908 -1%
MF
323
Manuka Financial
Virginia
$4.77M +$78K +1,005 +2%
Pathstone Holdings
324
Pathstone Holdings
New Jersey
$4.75M -$55.7K -717 -1%
BOH
325
Bank of Hawaii
Hawaii
$4.74M +$351K +4,525 +8%

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.