BSV icon

Vanguard Short-Term Bond ETF
BSV

Overview Fund Activity

1,136 hedge funds and large institutions have $30.3B invested in Vanguard Short-Term Bond ETF in 2023 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 420 increasing their positions, 488 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,136
Holders Change
+4
Holders Change %
+0.35%
% of All Funds
17.92%
Holding in Top 10
132
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-13.73%
% of All Funds
2.08%
New
92
Increased
420
Reduced
488
Closed
78
Calls
$725K
Puts
$219K
Net Calls
+$506K
Net Calls Change
+$238K

Top Buyers

1
AF
Allworth Financial
California
$882M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
$1.26B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.3B
4
Northern Trust
Northern Trust
Illinois
$361M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$5.14B

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$2.31B
2
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$2.12B
3
SWG
Summit Wealth Group
Vermont
$1.26M
4
Osaic Holdings
Osaic Holdings
Arizona
$571M
5
Bank of America
Bank of America
North Carolina
$840M
Name Holding Trade Value Shares
Change 		Shares
Change %
OPWM
326
Oakwell Private Wealth Management
Texas
$4.6M +$90.3K +1,195 +2%
UA
327
Unison Advisors
District of Columbia
$4.58M -$13.5K -179 -0.3%
CAM
328
Cresset Asset Management
Illinois
$4.57M -$856K -11,324 -16%
SWM
329
Spire Wealth Management
Virginia
$4.57M -$515K -6,819 -10%
WFAG
330
Wescott Financial Advisory Group
Pennsylvania
$4.5M -$168K -2,223 -4%
MWM
331
Meridian Wealth Management
Kentucky
$4.34M -$652K -8,631 -13%
AG
332
Ascent Group
Virginia
$4.33M -$41.6M -549,288 -91%
IIC
333
Integrated Investment Consultants
Michigan
$4.33M +$91.4K +1,210 +2%
BFEC
334
Benjamin F. Edwards & Company
Missouri
$4.29M +$85K +1,125 +2%
GWSA
335
Global Wealth Strategies & Associates
Colorado
$4.28M +$222K +2,935 +5%
SC
336
Slow Capital
California
$4.24M -$930K -12,311 -18%
BFA
337
BMS Financial Advisors
South Dakota
$4.2M -$6.51M -86,105 -61%
HIM
338
Hanlon Investment Management
New Jersey
$4.15M +$66.6K +881 +2%
SPC
339
Sigma Planning Corp
Michigan
$4.12M -$1.81M -23,906 -31%
GLR
340
Great Lakes Retirement
Ohio
$4.08M -$301K -3,980 -7%
FTS
341
Fifth Third Securities
Ohio
$4.05M +$492K +6,517 +14%
HTC
342
Haverford Trust Company
Pennsylvania
$4.03M -$7.56K -100 -0.2%
BIA
343
BHK Investment Advisors
Alabama
$4.02M +$24.4K +323 +0.6%
SWP
344
Strategic Wealth Partners
Ohio
$3.99M -$64.5K -853 -2%
CWM
345
Calamos Wealth Management
Illinois
$3.99M -$4.49M -59,444 -53%
CCM
346
Colorado Capital Management
Colorado
$3.99M +$581K +7,683 +17%
BTIM
347
BancFirst Trust & Investment Management
Oklahoma
$3.98M -$1.26M -16,631 -24%
GL
348
Graypoint LLC
New York
$3.96M +$302K +4,001 +8%
IAN
349
Integrated Advisors Network
Texas
$3.95M -$2.78M -36,829 -41%
FAIM
350
Financial Advocates Investment Management
Washington
$3.94M -$159K -2,106 -4%
12 13
14
15 16