BSV icon

Vanguard Short-Term Bond ETF
BSV

Overview Fund Activity

1,198 hedge funds and large institutions have $29B invested in Vanguard Short-Term Bond ETF in 2023 Q4 according to their latest regulatory filings, with 176 funds opening new positions, 400 increasing their positions, 515 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,198
Holders Change
+75
Holders Change %
+6.68%
% of All Funds
17.56%
Holding in Top 10
139
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+6.92%
% of All Funds
2.04%
New
176
Increased
400
Reduced
515
Closed
82
Calls
$709K
Puts
–
Net Calls
+$709K
Net Calls Change
+$393K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$4.46B
2
Goldman Sachs
Goldman Sachs
New York
$2.13B
3
Northern Trust
Northern Trust
Illinois
$677M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
$1.6B
5
MIS
Morningstar Investment Services
Illinois
$290M

Top Sellers

1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$24M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$3.58B
3
UCFA
United Capital Financial Advisors
Texas
$415M
4
Osaic Holdings
Osaic Holdings
Arizona
$196M
5
Empower Advisory Group
Empower Advisory Group
Colorado
$1.02B
Name Holding Trade Value Shares
Change 		Shares
Change %
GVAG
451
Great Valley Advisor Group
Delaware
$2.5M -$208K -2,696 -8%
EFG
452
Everhart Financial Group
Ohio
$2.49M +$1.75M +22,673 +235%
HP
453
HT Partners
Connecticut
$2.49M -$20.5M -265,538 -89%
JWS
454
Juncture Wealth Strategies
Arizona
$2.48M +$306K +3,969 +14%
EG
455
Enstar Group
Bermuda
$2.48M – – –
SAS
456
Sage Advisory Services
Texas
$2.48M -$438K -5,685 -15%
IP
457
Investment Partners
Ohio
$2.42M -$54.1K -702 -2%
CCB
458
Country Club Bank
Missouri
$2.42M +$213K +2,769 +10%
SWM
459
Selective Wealth Management
Virginia
$2.41M -$227K -2,963 -9%
FAM
460
Frontier Asset Management
Wyoming
$2.4M +$34K +441 +1%
PL
461
Plancorp LLC
Missouri
$2.39M +$39.8K +517 +2%
MAM
462
MMA Asset Management
Pennsylvania
$2.38M – – –
SI
463
Stephens Inc
Arkansas
$2.38M -$97.2K -1,262 -4%
HHRDM
464
H&H Retirement Design & Management
Nevada
$2.35M -$13.7M -178,635 -85%
HFS
465
Howard Financial Services
Texas
$2.35M +$640K +8,312 +37%
SIA
466
Sage Investment Advisers
New York
$2.34M -$411K -5,330 -15%
SIA
467
SeaBridge Investment Advisors
New Jersey
$2.33M -$243K -3,151 -9%
LWM
468
Lodestone Wealth Management
Washington
$2.31M +$797K +10,352 +53%
SHFA
469
SC&H Financial Advisors
Maryland
$2.31M +$779K +10,118 +51%
BIA
470
BHK Investment Advisors
Alabama
$2.3M -$1.87M -24,238 -45%
FLI
471
Family Legacy Inc
South Carolina
$2.3M -$39K -506 -2%
AA
472
Alesco Advisors
New York
$2.29M -$1.31K -17 -0.1%
UB
473
UMB Bank
Missouri
$2.29M -$237K -3,073 -9%
PWP
474
Perfromance Wealth Partners
Illinois
$2.26M +$58.9K +765 +3%
BCA
475
Bay Colony Advisors
Massachusetts
$2.25M -$238K -3,096 -10%
17 18
19
20 21