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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
TH
376
TCTC Holdings
Texas
$3.71M
SFP
377
Sterling Financial Planning
New Jersey
$3.7M -$718K -9,244 -16%
TW
378
Traveka Wealth
California
$3.68M -$255K -3,287 -7%
HNB
379
Huntington National Bank
Ohio
$3.63M
HFS
380
Howard Financial Services
Texas
$3.62M +$643K +8,282 +22%
NGA
381
Naples Global Advisors
Florida
$3.6M -$180K -2,324 -5%
BAAM
382
Baker Avenue Asset Management
California
$3.59M +$3.03K +39 +0.1%
EB
383
Eastern Bank
Massachusetts
$3.54M -$250K -3,223 -7%
AW
384
Avion Wealth
Texas
$3.54M
PWM
385
Parkworth Wealth Management
California
$3.54M +$199K +2,567 +6%
AIM
386
AHL Investment Management
Florida
$3.52M +$84.4K +1,087 +2%
SAG
387
SageView Advisory Group
California
$3.49M -$4.28M -55,132 -55%
SAM
388
Smartleaf Asset Management
Massachusetts
$3.46M -$33.7K -434 -1%
HP
389
HT Partners
Connecticut
$3.44M +$244K +3,138 +8%
Rockefeller Capital Management
390
Rockefeller Capital Management
New York
$3.4M -$226K -2,905 -6%
MWA
391
Mills Wealth Advisors
Texas
$3.39M +$3.36M +43,333 New
CCM
392
Colorado Capital Management
Colorado
$3.39M -$176K -2,266 -5%
ATPW
393
Ashton Thomas Private Wealth
Arizona
$3.35M +$134K +1,728 +4%
SPC
394
Sigma Planning Corp
Michigan
$3.34M +$90.5K +1,166 +3%
WFAG
395
Wescott Financial Advisory Group
Pennsylvania
$3.34M -$241K -3,100 -7%
PG
396
Patten Group
Tennessee
$3.33M +$56.4K +726 +2%
SI
397
Stephens Inc
Arkansas
$3.29M -$33.4K -430 -1%
LWM
398
Lodestone Wealth Management
Washington
$3.28M +$31.7K +408 +1%
AG
399
Ascent Group
Virginia
$3.28M -$519K -6,692 -14%
RI
400
Ridgewood Investments
New Jersey
$3.2M +$240K +3,087 +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.