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Vanguard Short-Term Bond ETF

1,212 hedge funds and large institutions have $28.7B invested in Vanguard Short-Term Bond ETF in 2025 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 520 increasing their positions, 459 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 520 | Existing positions reduced: 459

2% more funds holding in top 10

Funds holding in top 10: 130133 (+3)

5% less first-time investments, than exits

New positions opened: 82 | Existing positions closed: 86

1.4% less ownership

Funds ownership: 84.31%82.9% (-1.4%)

3% less funds holding

Funds holding: 1,2481,212 (-36)

6% less capital invested

Capital invested by funds: $30.6B → $28.7B (-$1.85B)

Holders
1,212
Holders Change
-36
Holders Change %
-2.88%
% of All Funds
16.25%
Holding in Top 10
133
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+2.31%
% of All Funds
1.78%
New
82
Increased
520
Reduced
459
Closed
86
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$195M -$11.4M -146,486 -6%
MIM
27
MetLife Investment Management
New Jersey
$173M -$2.21M -28,500 -1%
Charles Schwab
28
Charles Schwab
California
$161M -$7.13M -91,792 -4%
TLFA
29
True Link Financial Advisors
California
$159M +$18.4M +237,676 +13%
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$143M +$18M +231,542 +15%
Focus Partners Wealth
31
Focus Partners Wealth
Massachusetts
$136M +$2.08M +26,743 +2%
AC
32
Apella Capital
Connecticut
$133M -$9.1M -117,230 -6%
WCWM
33
Willow Creek Wealth Management
California
$107M +$3.28M +42,250 +3%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$106M +$3.22M +41,502 +3%
VA
35
Valmark Advisers
Ohio
$106M +$6.87M +88,559 +7%
ST
36
Smithfield Trust
Pennsylvania
$103M -$2.64M -33,951 -3%
Renaissance Technologies
37
Renaissance Technologies
New York
$101M +$45.6M +587,200 +84%
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$94.5M +$7.71M +99,266 +9%
Jones Financial Companies
39
Jones Financial Companies
Missouri
$92.1M +$7.51M +96,694 +9%
RIM
40
RW Investment Management
Idaho
$91.5M +$937K +12,076 +1%
Truist Financial
41
Truist Financial
North Carolina
$88.6M -$19.6M -252,155 -18%
Osaic Holdings
42
Osaic Holdings
Arizona
$83.9M -$3.83M -49,386 -4%
PGFC
43
Peapack-Gladstone Financial Corp
New Jersey
$82.3M +$5.69M +73,295 +7%
DC
44
Davenport & Co
Virginia
$81.5M +$4.36M +56,174 +6%
Ameriprise
45
Ameriprise
Minnesota
$78.4M -$400K -5,154 -0.5%
MCM
46
MKP Capital Management
New York
$75.9M +$75.3M +970,000 New
RCI
47
RS Crum Inc
California
$75M +$1.62M +20,903 +2%
DADC
48
D.A. Davidson & Co
Montana
$70.6M +$2.92M +37,628 +4%
FCH
49
Freestone Capital Holdings
Washington
$70.3M +$2.18M +28,080 +3%
Janney Montgomery Scott
50
Janney Montgomery Scott
Pennsylvania
$67.6M -$805K -10,374 -1%

BSV Hedge Fund Activity: Q1 2025 in Review

1,212 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Bond ETF (BSV) for Q1 2025, worth a combined $28.7B — down 6% from $30.6B a quarter earlier.

Sellers outnumbered buyers: 86 funds closed out of BSV and 82 opened new positions — a net loss of 4 holders — while 459 trimmed existing stakes and 520 added.

The largest buyer was Beacon Capital Management Inc (Ohio), adding an estimated $417M. The largest seller was JP Morgan Chase, cutting an estimated $509M.

  • 1,212 institutional investors held Vanguard Short-Term Bond ETF (BSV) as of Q1 2025, down from 1,248 in Q4 2024.
  • Funds reported $28.7B of Vanguard Short-Term Bond ETF stock for Q1 2025, down 6% quarter-over-quarter.
  • 82 funds opened new Vanguard Short-Term Bond ETF positions in Q1 2025 and 86 closed out, a net change of -4 holders.
  • The largest Vanguard Short-Term Bond ETF buyer in Q1 2025 was Beacon Capital Management Inc (Ohio), an estimated $417M added.
  • The largest Vanguard Short-Term Bond ETF seller in Q1 2025 was JP Morgan Chase, an estimated $509M sold.

Based on aggregated 13F filings for Q1 2025.