BSV icon

Vanguard Short-Term Bond ETF
BSV

Overview Fund Activity

1,132 hedge funds and large institutions have $30.6B invested in Vanguard Short-Term Bond ETF in 2023 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 433 increasing their positions, 486 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,132
Holders Change
-33
Holders Change %
-2.83%
% of All Funds
18.12%
Holding in Top 10
153
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-11.05%
% of All Funds
2.45%
New
84
Increased
433
Reduced
486
Closed
82
Calls
$268K
Puts
–
Net Calls
+$268K
Net Calls Change
-$56K

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$436M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$144M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$92.1M
4
WL
WIT LLC
District of Columbia
+$66.9M
5
EA
Efficient Advisors
Ohio
+$48.9M

Top Sellers

1
VOYA Investment Management
VOYA Investment Management
Georgia
-$142M
2
MFG
Merit Financial Group
Georgia
-$110M
3
Truist Financial
Truist Financial
North Carolina
-$92.4M
4
APP
Avantax Planning Partners
Iowa
-$84.9M
5
Bank of America
Bank of America
North Carolina
-$67.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
LHEI
426
Leo H. Evart Inc
California
$2.91M +$481K +6,293 +20%
TB
427
Treynor Bancshares
Iowa
$2.91M +$22K +288 +0.8%
BCA
428
Bay Colony Advisors
Massachusetts
$2.91M -$24.4K -320 -0.8%
FA
429
Flagstar Advisors
New York
$2.91M -$569K -7,435 -16%
SSW
430
Stone Summit Wealth
Florida
$2.89M +$360K +4,711 +14%
FPWM
431
FSB Premier Wealth Management
Iowa
$2.87M -$120K -1,575 -4%
MHR
432
Matthew Hamilton Rosenberg
$2.86M -$3.9K -51 -0.1%
BW
433
BIP Wealth
Georgia
$2.85M +$2.85M +37,215 New
BST
434
Bath Savings Trust
Maine
$2.84M +$65.6K +858 +2%
AWS
435
AJ Wealth Strategies
New York
$2.82M -$229 -3 -0%
FPCG
436
Forum Private Client Group
Indiana
$2.81M +$142K +1,850 +5%
GRP
437
Global Retirement Partners
California
$2.81M +$166K +2,156 +6%
PFP
438
Pinnacle Financial Partners
Tennessee
$2.75M -$1.38M -18,023 -33%
Lazard Asset Management
439
Lazard Asset Management
New York
$2.74M -$2.64M – –
WS
440
Wela Strategies
Georgia
$2.73M -$1.31M -17,191 -33%
FA
441
FC Advisory
Pennsylvania
$2.72M -$40K -523 -1%
AIS
442
American Investment Services
Massachusetts
$2.71M – – –
UB
443
UMB Bank
Missouri
$2.71M -$376K -4,913 -12%
SFS
444
Sowell Financial Services
Arkansas
$2.71M -$208K -2,723 -7%
APP
445
Avantax Planning Partners
Iowa
$2.7M -$84.9M -1,109,861 -97%
FFA
446
Farther Finance Advisors
California
$2.7M +$228K +2,976 +9%
SWP
447
Summit Wealth Partners
Florida
$2.68M -$41.4K -541 -2%
SF
448
Synovus Financial
Georgia
$2.66M -$898K -11,743 -25%
CWM
449
Campbell Wealth Management
Virginia
$2.66M -$59.4M -776,184 -96%
ACM
450
AUA Capital Management
Pennsylvania
$2.65M -$157K -2,047 -6%
16 17
18
19 20