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Vanguard Short-Term Bond ETF
BSV

Overview Fund Activity

1,150 hedge funds and large institutions have $25.8B invested in Vanguard Short-Term Bond ETF in 2024 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 476 increasing their positions, 475 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,150
Holders Change
-48
Holders Change %
-4.01%
% of All Funds
16.67%
Holding in Top 10
121
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-12.95%
% of All Funds
1.75%
New
67
Increased
476
Reduced
475
Closed
94
Calls
$621K
Puts
–
Net Calls
+$621K
Net Calls Change
-$88K

Top Buyers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$1.81B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$3.71B
3
Northern Trust
3
Northern Trust
Illinois
$803M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$116M
5
Empower Advisory Group
5
Empower Advisory Group
Colorado
$1.05B

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.14B
2
Goldman Sachs
2
Goldman Sachs
New York
$1.47B
3
MIS
3
Morningstar Investment Services
Illinois
$135M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$1.01B
5
Osaic Holdings
5
Osaic Holdings
Arizona
$81.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
26
Carlson Capital Management
Minnesota
$137M +$14.6M +190,045 +12%
MIS
27
Morningstar Investment Services
Illinois
$135M -$154M -2,010,700 -53%
AC
28
Apella Capital
Connecticut
$126M +$19.4M +254,520 +18%
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$116M +$52.9M +689,907 +84%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$114M -$268K -3,498 -0.2%
BSW
31
Buckingham Strategic Wealth
Missouri
$113M -$292K -3,805 -0.3%
ST
32
Smithfield Trust
Pennsylvania
$110M +$2.48M +32,344 +2%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$108M -$5.26M -68,619 -5%
Ameriprise
34
Ameriprise
Minnesota
$105M -$2.46M -32,193 -2%
Truist Financial
35
Truist Financial
North Carolina
$96.3M -$4.89M -63,822 -5%
RJA
36
Raymond James & Associates
Florida
$93.7M -$1.23M -16,046 -1%
WCWM
37
Willow Creek Wealth Management
California
$82.8M +$3.98M +51,951 +5%
Osaic Holdings
38
Osaic Holdings
Arizona
$81.9M -$113M -1,479,280 -58%
Jones Financial Companies
39
Jones Financial Companies
Missouri
$80M -$2.15M -28,097 -3%
RIM
40
RW Investment Management
Idaho
$79.4M +$3.92M +51,155 +5%
VA
41
Valmark Advisers
Ohio
$76.7M +$2.97M +38,732 +4%
DPI
42
Diversified Portfolios Inc
Michigan
$76.7M +$4.86M +63,340 +7%
DC
43
Davenport & Co
Virginia
$73.3M +$4.23M +55,112 +6%
PCIA
44
Prime Capital Investment Advisors
Kansas
$66.2M -$2.97M -38,738 -4%
Janney Montgomery Scott
45
Janney Montgomery Scott
Pennsylvania
$64.8M +$1.11M +14,463 +2%
US Bancorp
46
US Bancorp
Minnesota
$64.6M -$2.13M -27,720 -3%
EA
47
Efficient Advisors
Ohio
$64.3M +$2.13M +27,788 +3%
MML Investors Services
48
MML Investors Services
Massachusetts
$62.4M +$134K +1,748 +0.2%
DADC
49
D.A. Davidson & Co
Montana
$61.2M -$501K -6,535 -0.8%
FCH
50
Freestone Capital Holdings
Washington
$61.2M +$309K +4,034 +0.5%
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