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Vanguard Short-Term Bond ETF
BSV

1,247 hedge funds and large institutions have $30.6B invested in Vanguard Short-Term Bond ETF in 2024 Q4 according to their latest regulatory filings, with 192 funds opening new positions, 512 increasing their positions, 405 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

187% more first-time investments, than exits

New positions opened: 192 | Existing positions closed: 67

26% more repeat investments, than reductions

Existing positions increased: 512 | Existing positions reduced: 405

11% more funds holding in top 10

Funds holding in top 10: 117 → 130 (+13)

9% more funds holding

Funds holding: 1,143 → 1,247 (+104)

9% more capital invested

Capital invested by funds: $28.1B → $30.6B (+$2.48B)

1.49% more ownership

Funds ownership: 82.8% → 84.29% (+1.5%)

Holders
1,247
Holders Change
+104
Holders Change %
+9.1%
% of All Funds
16.43%
Holding in Top 10
130
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+11.11%
% of All Funds
1.71%
New
192
Increased
512
Reduced
405
Closed
67
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
EP
Essential Planning
New Hampshire
+$369M
2
JP Morgan Chase
JP Morgan Chase
New York
+$361M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$191M
4
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
+$122M
5
AF
Allworth Financial
California
+$113M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$1.03B
2
IAIM
International Assets Investment Management
Florida
-$94.8M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$94.2M
4
MIS
Morningstar Investment Services
Illinois
-$78.2M
5
PP
PrairieView Partners
Minnesota
-$48.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
26
Carlson Capital Management
Minnesota
$176M +$16.1M +207,586 +10%
Cerity Partners
27
Cerity Partners
New York
$174M +$16M +206,677 +10%
MIM
28
MetLife Investment Management
New Jersey
$173M -$4.62M -59,500 -3%
Charles Schwab
29
Charles Schwab
California
$166M +$1.08M +13,891 +0.7%
AC
30
Apella Capital
Connecticut
$140M -$5.22M -67,309 -4%
TLFA
31
True Link Financial Advisors
California
$139M -$18.1M -233,189 -11%
BCMIO
32
Beacon Capital Management Inc (Ohio)
Ohio
$139M +$122M +1,578,387 +737%
Focus Partners Wealth
33
Focus Partners Wealth
Massachusetts
$132M +$8.66M +111,538 +7%
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$123M +$12.7M +163,240 +11%
Truist Financial
35
Truist Financial
North Carolina
$107M +$16.3M +210,080 +18%
ST
36
Smithfield Trust
Pennsylvania
$105M +$2.11M +27,135 +2%
WCWM
37
Willow Creek Wealth Management
California
$102M +$8.51M +109,651 +9%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$101M -$185K -2,379 -0.2%
BNP Paribas Financial Markets
39
BNP Paribas Financial Markets
France
$97.9M +$13M +167,153 +15%
VA
40
Valmark Advisers
Ohio
$97.5M +$5.54M +71,383 +6%
RIM
41
RW Investment Management
Idaho
$89.4M +$3.88M +49,954 +5%
Osaic Holdings
42
Osaic Holdings
Arizona
$86.6M +$9.47M +121,960 +12%
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$85.6M +$8.75M +112,770 +11%
Jones Financial Companies
44
Jones Financial Companies
Missouri
$83.5M +$2.41M +31,055 +3%
Ameriprise
45
Ameriprise
Minnesota
$77.5M -$1.31M -16,879 -2%
DC
46
Davenport & Co
Virginia
$76.1M +$1.44M +18,589 +2%
PGFC
47
Peapack-Gladstone Financial Corp
New Jersey
$75.6M +$3.57M +46,032 +5%
RCI
48
RS Crum Inc
California
$72.4M +$2.16M +27,824 +3%
WL
49
WIT LLC
District of Columbia
$67.7M +$68M +875,856 +99,870%
Janney Montgomery Scott
50
Janney Montgomery Scott
Pennsylvania
$67.5M +$678K +8,738 +1%
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BSV Hedge Fund Activity: Q4 2024 in Review

1,247 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Bond ETF (BSV) for Q4 2024, worth a combined $30.6B — up 8.8% from $28.1B a quarter earlier.

Buyers outnumbered sellers: 192 funds opened new BSV positions and 67 closed out — a net gain of 125 holders — while 512 added to existing stakes and 405 trimmed.

The largest buyer was Essential Planning, adding an estimated $369M. The largest seller was Morgan Stanley, cutting an estimated $1.03B.

  • 1,247 institutional investors held Vanguard Short-Term Bond ETF (BSV) as of Q4 2024, up from 1,143 in Q3 2024.
  • Funds reported $30.6B of Vanguard Short-Term Bond ETF stock for Q4 2024, up 8.8% quarter-over-quarter.
  • 192 funds opened new Vanguard Short-Term Bond ETF positions in Q4 2024 and 67 closed out, a net change of +125 holders.
  • The largest Vanguard Short-Term Bond ETF buyer in Q4 2024 was Essential Planning, an estimated $369M added.
  • The largest Vanguard Short-Term Bond ETF seller in Q4 2024 was Morgan Stanley, an estimated $1.03B sold.

Based on aggregated 13F filings for Q4 2024.