BSV icon

Vanguard Short-Term Bond ETF
BSV

Overview Fund Activity

1,236 hedge funds and large institutions have $30.5B invested in Vanguard Short-Term Bond ETF in 2024 Q4 according to their latest regulatory filings, with 188 funds opening new positions, 507 increasing their positions, 403 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,236
Holders Change
+100
Holders Change %
+8.8%
% of All Funds
16.46%
Holding in Top 10
130
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+11.11%
% of All Funds
1.73%
New
188
Increased
507
Reduced
403
Closed
67
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EP
Essential Planning
New Hampshire
$375M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.08B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$4.34B
4
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$139M
5
AF
Allworth Financial
California
$1.06B

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$1.13B
2
IAIM
International Assets Investment Management
Florida
$1.12M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$218M
4
MIS
Morningstar Investment Services
Illinois
$17.5M
5
PP
PrairieView Partners
Minnesota
$3.35M
Name Holding Trade Value Shares
Change 		Shares
Change %
BMCM
401
Bryn Mawr Capital Management
Pennsylvania
$3.31M -$431K -5,583 -12%
PWM
402
Parkworth Wealth Management
California
$3.29M +$3.29M +42,617 New
SI
403
Stephens Inc
Arkansas
$3.28M +$110K +1,429 +3%
PG
404
Patten Group
Tennessee
$3.23M +$272K +3,520 +9%
LWM
405
Lodestone Wealth Management
Washington
$3.21M +$9.97K +129 +0.3%
SPC
406
Sigma Planning Corp
Michigan
$3.21M -$200K -2,587 -6%
ATPW
407
Ashton Thomas Private Wealth
Arizona
$3.17M +$550K +7,116 +21%
HP
408
HT Partners
Connecticut
$3.15M -$116K -1,505 -4%
FA
409
Fedenia Advisers
Wisconsin
$3.14M +$3.14M +40,646 New
CWM
410
Congress Wealth Management
Massachusetts
$3.14M +$12.7K +164 +0.4%
Lazard Asset Management
411
Lazard Asset Management
New York
$3.06M -$3.26M – –
CWM
412
Calamos Wealth Management
Illinois
$3.04M -$89.6K -1,160 -3%
SOS
413
Silver Oak Securities
Tennessee
$3.03M +$196K +2,541 +7%
WFA
414
Websterrogers Financial Advisors
South Carolina
$3.03M +$41.9K +542 +1%
PWP
415
Perfromance Wealth Partners
Illinois
$3.02M -$71.5K -925 -2%
AWA
416
Aquire Wealth Advisors
Utah
$3M -$248K -3,214 -8%
WA
417
Westfuller Advisors
New York
$2.99M +$18.6K +241 +0.6%
GRP
418
Global Retirement Partners
California
$2.99M -$251K -3,252 -8%
RMF
419
Red Mountain Financial
Colorado
$2.98M -$229K -2,958 -7%
ACA
420
Anchor Capital Advisors
Massachusetts
$2.97M -$128K -1,655 -4%
AWM
421
Accredited Wealth Management
Kentucky
$2.97M +$2.97M +38,421 New
SA
422
Sovran Advisors
California
$2.97M +$2.97M +38,561 New
OPA
423
Old Port Advisors
Maine
$2.96M -$62.8K -813 -2%
HFS
424
Howard Financial Services
Texas
$2.94M -$442K -5,723 -13%
OFP
425
OLIO Financial Planning
Virginia
$2.94M -$9.39M -121,497 -76%
15 16
17
18 19