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Vanguard Short-Term Bond ETF

1,227 hedge funds and large institutions have $31.6B invested in Vanguard Short-Term Bond ETF in 2025 Q2 according to their latest regulatory filings, with 110 funds opening new positions, 483 increasing their positions, 478 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 80

10% more capital invested

Capital invested by funds: $28.7B → $31.6B (+$2.85B)

1% more funds holding

Funds holding: 1,2111,227 (+16)

1% more repeat investments, than reductions

Existing positions increased: 483 | Existing positions reduced: 478

1.04% less ownership

Funds ownership: 82.89%81.85% (-1%)

3% less funds holding in top 10

Funds holding in top 10: 133129 (-4)

Holders
1,227
Holders Change
+16
Holders Change %
+1.32%
% of All Funds
16.16%
Holding in Top 10
129
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-3.01%
% of All Funds
1.7%
New
110
Increased
483
Reduced
478
Closed
80
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCMIO
26
Beacon Capital Management Inc (Ohio)
Ohio
$178M -$384M -4,912,947 -69%
TLFA
27
True Link Financial Advisors
California
$166M +$5.24M +67,033 +3%
Charles Schwab
28
Charles Schwab
California
$159M -$2.4M -30,721 -1%
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$149M +$5.7M +72,858 +4%
Truist Financial
30
Truist Financial
North Carolina
$143M +$53.3M +681,335 +60%
Focus Partners Wealth
31
Focus Partners Wealth
Massachusetts
$140M +$2.85M +36,486 +2%
AC
32
Apella Capital
Connecticut
$127M -$6.01M -76,894 -5%
WCWM
33
Willow Creek Wealth Management
California
$111M +$4.05M +51,835 +4%
VA
34
Valmark Advisers
Ohio
$111M +$4.58M +58,517 +4%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$103M -$3.25M -41,530 -3%
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$103M +$8.1M +103,643 +9%
ST
37
Smithfield Trust
Pennsylvania
$101M -$2.33M -29,834 -2%
Jones Financial Companies
38
Jones Financial Companies
Missouri
$101M +$8.7M +111,329 +9%
Osaic Holdings
39
Osaic Holdings
Arizona
$92.6M +$8.22M +105,151 +10%
RIM
40
RW Investment Management
Idaho
$92.1M +$107K +1,367 +0.1%
Ameriprise
41
Ameriprise
Minnesota
$87.7M +$9.69M +123,873 +12%
DC
42
Davenport & Co
Virginia
$82.2M +$309K +3,957 +0.4%
PGFC
43
Peapack-Gladstone Financial Corp
New Jersey
$79.2M -$3.58M -45,825 -4%
RCI
44
RS Crum Inc
California
$77.1M +$1.67M +21,349 +2%
MCM
45
MKP Capital Management
New York
$76.3M
FCH
46
Freestone Capital Holdings
Washington
$72.5M +$1.85M +23,650 +3%
CWM
47
Congress Wealth Management
Massachusetts
$72.3M +$67.9M +868,730 +1,748%
DADC
48
D.A. Davidson & Co
Montana
$71.9M +$970K +12,409 +1%
WIA
49
World Investment Advisors
California
$70.7M +$4.1M +52,394 +6%
SC
50
Savant Capital
Illinois
$70.1M +$39.9M +510,741 +134%

BSV Hedge Fund Activity: Q2 2025 in Review

1,227 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Bond ETF (BSV) for Q2 2025, worth a combined $31.6B — up 9.9% from $28.7B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new BSV positions and 80 closed out — a net gain of 30 holders — while 483 added to existing stakes and 478 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.77B. The largest seller was Beacon Capital Management Inc (Ohio), cutting an estimated $384M.

  • 1,227 institutional investors held Vanguard Short-Term Bond ETF (BSV) as of Q2 2025, up from 1,211 in Q1 2025.
  • Funds reported $31.6B of Vanguard Short-Term Bond ETF stock for Q2 2025, up 9.9% quarter-over-quarter.
  • 110 funds opened new Vanguard Short-Term Bond ETF positions in Q2 2025 and 80 closed out, a net change of +30 holders.
  • The largest Vanguard Short-Term Bond ETF buyer in Q2 2025 was Morgan Stanley, an estimated $1.77B added.
  • The largest Vanguard Short-Term Bond ETF seller in Q2 2025 was Beacon Capital Management Inc (Ohio), an estimated $384M sold.

Based on aggregated 13F filings for Q2 2025.