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Vanguard Short-Term Bond ETF

1,212 hedge funds and large institutions have $30.3B invested in Vanguard Short-Term Bond ETF in 2025 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 545 increasing their positions, 412 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more repeat investments, than reductions

Existing positions increased: 545 | Existing positions reduced: 412

8% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 78

4% less capital invested

Capital invested by funds: $31.6B → $30.3B (-$1.3B)

1% less funds holding

Funds holding: 1,2271,212 (-15)

5.02% less ownership

Funds ownership: 81.85%76.83% (-5%)

7% less funds holding in top 10

Funds holding in top 10: 129120 (-9)

Holders
1,212
Holders Change
-15
Holders Change %
-1.22%
% of All Funds
15.91%
Holding in Top 10
120
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-6.98%
% of All Funds
1.57%
New
84
Increased
545
Reduced
412
Closed
78
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RWS
301
Retirement Wealth Solutions
Wisconsin
$5.42M +$41.4K +527 +0.8%
UFPG
302
United Financial Planning Group
New York
$5.41M +$5.4M +68,659 New
STFP
303
Signal Tree Financial Partners
Ohio
$5.28M +$142K +1,801 +3%
KJWM
304
Kiley Juergens Wealth Management
Washington
$5.28M -$144K -1,826 -3%
PCG
305
Prosperity Consulting Group
Maryland
$5.26M -$177K -2,246 -3%
Rockefeller Capital Management
306
Rockefeller Capital Management
New York
$5.23M +$1.1M +13,991 +27%
AFO
307
Arrowroot Family Office
California
$5.18M +$933K +11,863 +22%
BOC
308
Bull Oak Capital
California
$5.18M +$171K +2,177 +3%
SC
309
Slow Capital
California
$5.17M +$592K +7,535 +13%
BHWM
310
Beaird Harris Wealth Management
Texas
$5.09M +$492K +6,251 +11%
IIA
311
Integrity Investment Advisors
Colorado
$5.06M +$78.5K +998 +2%
PWM
312
Perigon Wealth Management
California
$5.02M -$1.93M -24,579 -28%
IAN
313
Integrated Advisors Network
Texas
$5M +$270K +3,435 +6%
O3W
314
Omni 360 Wealth
New Jersey
$4.96M +$270K +3,438 +6%
CWA
315
Consilium Wealth Advisory
Texas
$4.96M +$330K +4,195 +7%
CWM
316
Connecticut Wealth Management
Connecticut
$4.88M -$1.06M -13,527 -18%
FNBT
317
FineMark National Bank & Trust
Florida
$4.88M -$3.06M -38,946 -39%
FWM
318
Fonville Wealth Management
Virginia
$4.88M +$279K +3,551 +6%
FGAM
319
Financial Gravity Asset Management
Texas
$4.86M +$4.84M +61,615 New
AWA
320
Arkadios Wealth Advisors
Georgia
$4.8M +$1.78M +22,636 +59%
BFO
321
Boston Family Office
Massachusetts
$4.77M -$258K -3,285 -5%
CA
322
Cambridge Associates
Massachusetts
$4.73M
VFS
323
Valpey Financial Services
New Hampshire
$4.72M +$201K +2,551 +4%
KIM
324
Karpus Investment Management
New York
$4.71M -$74.7K -950 -2%
IWC
325
Integrated Wealth Concepts
Massachusetts
$4.67M -$33.2K -422 -0.7%

BSV Hedge Fund Activity: Q3 2025 in Review

1,212 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Bond ETF (BSV) for Q3 2025, worth a combined $30.3B — down 4.1% from $31.6B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new BSV positions and 78 closed out — a net gain of 6 holders — while 545 added to existing stakes and 412 trimmed.

The largest buyer was Mercer Global Advisors, adding an estimated $297M. The largest seller was Envestnet Asset Management, cutting an estimated $2.1B.

  • 1,212 institutional investors held Vanguard Short-Term Bond ETF (BSV) as of Q3 2025, down from 1,227 in Q2 2025.
  • Funds reported $30.3B of Vanguard Short-Term Bond ETF stock for Q3 2025, down 4.1% quarter-over-quarter.
  • 84 funds opened new Vanguard Short-Term Bond ETF positions in Q3 2025 and 78 closed out, a net change of +6 holders.
  • The largest Vanguard Short-Term Bond ETF buyer in Q3 2025 was Mercer Global Advisors, an estimated $297M added.
  • The largest Vanguard Short-Term Bond ETF seller in Q3 2025 was Envestnet Asset Management, an estimated $2.1B sold.

Based on aggregated 13F filings for Q3 2025.