BSV icon

Vanguard Short-Term Bond ETF
BSV

Overview Fund Activity

1,122 hedge funds and large institutions have $26.5B invested in Vanguard Short-Term Bond ETF in 2024 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 440 increasing their positions, 461 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,122
Holders Change
-28
Holders Change %
-2.43%
% of All Funds
16.32%
Holding in Top 10
120
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.83%
% of All Funds
1.75%
New
82
Increased
440
Reduced
461
Closed
98
Calls
$245K
Puts
–
Net Calls
+$245K
Net Calls Change
-$376K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.4B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$3.86B
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$1.93B
4
AA
4
Axiom Advisory
California
$95.1M
5
Cerity Partners
5
Cerity Partners
New York
$114M

Top Sellers

1
Northern Trust
1
Northern Trust
Illinois
$558M
2
UBS Group
2
UBS Group
Switzerland
$166M
3
Bank of America
3
Bank of America
North Carolina
$526M
4
CWM
4
Campbell Wealth Management
Virginia
$0
5
BCM
5
Brookstone Capital Management
Illinois
$12.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
26
Carlson Capital Management
Minnesota
$147M +$9.26M +120,683 +7%
AC
27
Apella Capital
Connecticut
$136M +$9.51M +123,771 +8%
MIS
28
Morningstar Investment Services
Illinois
$134M -$1.59M -20,718 -1%
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$117M +$1.69M +22,021 +1%
Cerity Partners
30
Cerity Partners
New York
$114M +$81.4M +1,061,851 +251%
BSW
31
Buckingham Strategic Wealth
Missouri
$112M -$1.33M -17,340 -1%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$107M -$918K -11,967 -0.9%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$104M -$10.5M -136,646 -9%
ST
34
Smithfield Trust
Pennsylvania
$103M -$6.33M -82,531 -6%
AA
35
Axiom Advisory
California
$95.1M +$93.1M +1,220,918 +4,495%
RJA
36
Raymond James & Associates
Florida
$93.8M +$65.8K +858 +0.1%
Truist Financial
37
Truist Financial
North Carolina
$90.6M -$5.71M -74,480 -6%
WCWM
38
Willow Creek Wealth Management
California
$87.7M +$4.85M +63,246 +6%
VA
39
Valmark Advisers
Ohio
$87.2M +$10.4M +136,113 +14%
RIM
40
RW Investment Management
Idaho
$82M +$2.57M +33,516 +3%
Jones Financial Companies
41
Jones Financial Companies
Missouri
$81.1M +$1.05M +13,637 +1%
Osaic Holdings
42
Osaic Holdings
Arizona
$79M -$2.87M -37,386 -4%
Ameriprise
43
Ameriprise
Minnesota
$77.6M -$27.5M -359,268 -26%
DPI
44
Diversified Portfolios Inc
Michigan
$74.1M -$2.57M -33,460 -3%
DC
45
Davenport & Co
Virginia
$71.3M -$2.07M -26,974 -3%
WL
46
WIT LLC
District of Columbia
$70.7M -$15M -195 -17%
PGFC
47
Peapack-Gladstone Financial Corp
New Jersey
$67.6M +$6.64M +86,560 +11%
Janney Montgomery Scott
48
Janney Montgomery Scott
Pennsylvania
$66.3M +$1.5M +19,577 +2%
EA
49
Efficient Advisors
Ohio
$63.4M -$904K -11,784 -1%
FCH
50
Freestone Capital Holdings
Washington
$62.7M +$1.47M +19,171 +2%
1
2
3 4 5