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Vanguard Short-Term Bond ETF

1,228 hedge funds and large institutions have $31.6B invested in Vanguard Short-Term Bond ETF in 2025 Q2 according to their latest regulatory filings, with 110 funds opening new positions, 484 increasing their positions, 478 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 80

10% more capital invested

Capital invested by funds: $28.7B → $31.6B (+$2.85B)

1% more funds holding

Funds holding: 1,2121,228 (+16)

1% more repeat investments, than reductions

Existing positions increased: 484 | Existing positions reduced: 478

1.04% less ownership

Funds ownership: 82.9%81.86% (-1%)

3% less funds holding in top 10

Funds holding in top 10: 133129 (-4)

Holders
1,228
Holders Change
+16
Holders Change %
+1.32%
% of All Funds
16.17%
Holding in Top 10
129
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-3.01%
% of All Funds
1.7%
New
110
Increased
484
Reduced
478
Closed
80
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
326
Cambridge Associates
Massachusetts
$4.71M -$2.24M -28,710 -32%
MWA
327
Mills Wealth Advisors
Texas
$4.7M +$1.28M +16,349 +38%
IWC
328
Integrated Wealth Concepts
Massachusetts
$4.69M +$429K +5,484 +10%
O3W
329
Omni 360 Wealth
New Jersey
$4.67M +$87.3K +1,117 +2%
CWA
330
Consilium Wealth Advisory
Texas
$4.61M +$70.4K +901 +2%
FWM
331
Fonville Wealth Management
Virginia
$4.59M +$279K +3,574 +7%
BHWM
332
Beaird Harris Wealth Management
Texas
$4.58M -$62K -793 -1%
KCPG
333
Kavar Capital Partners Group
Kansas
$4.57M +$4.54M +58,073 New
SWM
334
Spire Wealth Management
Virginia
$4.57M -$475K -6,079 -9%
SC
335
Slow Capital
California
$4.57M -$11.2K -143 -0.2%
FGC
336
Financial Gravity Companies
Texas
$4.52M +$4.5M +57,496 New
VFS
337
Valpey Financial Services
New Hampshire
$4.51M +$4.48M +57,299 New
NCM
338
Neumann Capital Management
California
$4.51M +$39.1K +500 +0.9%
SFG
339
Somnio Financial Group
Connecticut
$4.49M +$4.46M +57,033 New
SIM
340
Sterling Investment Management
Arizona
$4.41M -$219K -2,803 -5%
WA
341
Wealth Architects
California
$4.3M +$295K +3,777 +7%
Pathstone Holdings
342
Pathstone Holdings
New Jersey
$4.28M -$487K -6,232 -10%
GFA
343
Gladwyn Financial Advisors
Virginia
$4.28M +$4.26M +54,423 New
SFA
344
Semmax Financial Advisors
North Carolina
$4.27M -$22.8K -291 -0.5%
CB
345
Centennial Bank
Arkansas
$4.26M -$138K -1,767 -3%
CMP
346
Courage Miller Partners
Virginia
$4.26M -$235 -3 -0%
FAIM
347
Financial Advocates Investment Management
Washington
$4.24M -$330K -4,226 -7%
AFO
348
Arrowroot Family Office
California
$4.24M +$4.21M +53,812 New
TT
349
TI-Trust
Illinois
$4.23M +$134K +1,711 +3%
BRWA
350
B. Riley Wealth Advisors
Florida
$4.2M +$4.18M +53,416 New

BSV Hedge Fund Activity: Q2 2025 in Review

1,228 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Bond ETF (BSV) for Q2 2025, worth a combined $31.6B — up 9.9% from $28.7B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new BSV positions and 80 closed out — a net gain of 30 holders — while 484 added to existing stakes and 478 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.77B. The largest seller was Beacon Capital Management Inc (Ohio), cutting an estimated $384M.

  • 1,228 institutional investors held Vanguard Short-Term Bond ETF (BSV) as of Q2 2025, up from 1,212 in Q1 2025.
  • Funds reported $31.6B of Vanguard Short-Term Bond ETF stock for Q2 2025, up 9.9% quarter-over-quarter.
  • 110 funds opened new Vanguard Short-Term Bond ETF positions in Q2 2025 and 80 closed out, a net change of +30 holders.
  • The largest Vanguard Short-Term Bond ETF buyer in Q2 2025 was Morgan Stanley, an estimated $1.77B added.
  • The largest Vanguard Short-Term Bond ETF seller in Q2 2025 was Beacon Capital Management Inc (Ohio), an estimated $384M sold.

Based on aggregated 13F filings for Q2 2025.