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Vanguard Short-Term Bond ETF

1,212 hedge funds and large institutions have $30.3B invested in Vanguard Short-Term Bond ETF in 2025 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 545 increasing their positions, 412 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more repeat investments, than reductions

Existing positions increased: 545 | Existing positions reduced: 412

8% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 78

4% less capital invested

Capital invested by funds: $31.6B → $30.3B (-$1.3B)

1% less funds holding

Funds holding: 1,2271,212 (-15)

5.02% less ownership

Funds ownership: 81.85%76.83% (-5%)

7% less funds holding in top 10

Funds holding in top 10: 129120 (-9)

Holders
1,212
Holders Change
-15
Holders Change %
-1.22%
% of All Funds
15.91%
Holding in Top 10
120
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-6.98%
% of All Funds
1.57%
New
84
Increased
545
Reduced
412
Closed
78
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
451
Lido Advisors
California
$2.43M -$16.4M -208,511 -87%
MAM
452
MMA Asset Management
Pennsylvania
$2.42M
Koshinski Asset Management
453
Koshinski Asset Management
Illinois
$2.42M -$472 -6 -0%
WT
454
Whittier Trust
California
$2.38M -$70.3K -894 -3%
MFT
455
Moisand Fitzgerald Tamayo
Florida
$2.37M -$383K -4,869 -14%
GSEP
456
Golden State Equity Partners
California
$2.37M +$77.1K +980 +3%
WWM
457
Woodside Wealth Management
Massachusetts
$2.36M +$59.2K +753 +3%
SF
458
Synovus Financial
Georgia
$2.36M -$11.7K -149 -0.5%
RC
459
Roundview Capital
New Jersey
$2.35M -$53.3K -678 -2%
MCM
460
Mengis Capital Management
Oregon
$2.35M -$18.9K -240 -0.8%
GT
461
GreatBanc Trust
Illinois
$2.33M +$2.32M +29,560 New
PWM
462
Provident Wealth Management
Tennessee
$2.33M -$12K -153 -0.5%
BFA
463
Bragg Financial Advisors
North Carolina
$2.32M +$44.6K +567 +2%
WF
464
Welch & Forbes
Massachusetts
$2.31M +$35.8K +455 +2%
SIA
465
Soltis Investment Advisors
Utah
$2.31M +$129K +1,642 +6%
AFTS
466
American Financial & Tax Strategies
New York
$2.3M -$16K -204 -0.7%
WS
467
Wela Strategies
Georgia
$2.29M -$11.2K -142 -0.5%
EFG
468
Everhart Financial Group
Ohio
$2.26M -$169K -2,143 -7%
FG
469
Fiduciary Group
Georgia
$2.25M -$112K -1,424 -5%
TW
470
TritonPoint Wealth
Maryland
$2.25M -$254K -3,233 -10%
MWM
471
Massachusetts Wealth Management
Massachusetts
$2.23M -$49.7K -632 -2%
AIS
472
American Investment Services
Massachusetts
$2.23M +$62.9K +800 +3%
TFA
473
Tranquilli Financial Advisor
New Jersey
$2.23M -$4.14M -52,692 -65%
SA
474
Sovran Advisors
California
$2.22M +$41.8K +531 +2%
NWM
475
Northwest Wealth Management
Iowa
$2.22M -$79.1K -1,006 -3%

BSV Hedge Fund Activity: Q3 2025 in Review

1,212 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Bond ETF (BSV) for Q3 2025, worth a combined $30.3B — down 4.1% from $31.6B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new BSV positions and 78 closed out — a net gain of 6 holders — while 545 added to existing stakes and 412 trimmed.

The largest buyer was Mercer Global Advisors, adding an estimated $297M. The largest seller was Envestnet Asset Management, cutting an estimated $2.1B.

  • 1,212 institutional investors held Vanguard Short-Term Bond ETF (BSV) as of Q3 2025, down from 1,227 in Q2 2025.
  • Funds reported $30.3B of Vanguard Short-Term Bond ETF stock for Q3 2025, down 4.1% quarter-over-quarter.
  • 84 funds opened new Vanguard Short-Term Bond ETF positions in Q3 2025 and 78 closed out, a net change of +6 holders.
  • The largest Vanguard Short-Term Bond ETF buyer in Q3 2025 was Mercer Global Advisors, an estimated $297M added.
  • The largest Vanguard Short-Term Bond ETF seller in Q3 2025 was Envestnet Asset Management, an estimated $2.1B sold.

Based on aggregated 13F filings for Q3 2025.