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Vanguard Short-Term Bond ETF

1,212 hedge funds and large institutions have $30.3B invested in Vanguard Short-Term Bond ETF in 2025 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 545 increasing their positions, 412 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more repeat investments, than reductions

Existing positions increased: 545 | Existing positions reduced: 412

8% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 78

4% less capital invested

Capital invested by funds: $31.6B → $30.3B (-$1.3B)

1% less funds holding

Funds holding: 1,2271,212 (-15)

5.02% less ownership

Funds ownership: 81.85%76.83% (-5%)

7% less funds holding in top 10

Funds holding in top 10: 129120 (-9)

Holders
1,212
Holders Change
-15
Holders Change %
-1.22%
% of All Funds
15.91%
Holding in Top 10
120
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-6.98%
% of All Funds
1.58%
New
84
Increased
545
Reduced
412
Closed
78
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$177M +$27.4M +348,685 +18%
TLFA
27
True Link Financial Advisors
California
$177M +$10.5M +134,154 +6%
Charles Schwab
28
Charles Schwab
California
$157M -$2.93M -37,307 -2%
Focus Partners Wealth
29
Focus Partners Wealth
Massachusetts
$152M +$11.3M +143,861 +8%
Truist Financial
30
Truist Financial
North Carolina
$144M +$1.04M +13,254 +0.7%
Osaic Holdings
31
Osaic Holdings
Arizona
$131M +$37.7M +479,339 +41%
AC
32
Apella Capital
Connecticut
$120M -$8.57M -109,037 -7%
WCWM
33
Willow Creek Wealth Management
California
$119M +$7.06M +89,801 +6%
VA
34
Valmark Advisers
Ohio
$115M +$4.15M +52,768 +4%
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$111M +$7.96M +101,272 +8%
Jones Financial Companies
36
Jones Financial Companies
Missouri
$109M +$6.93M +88,178 +7%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$104M +$132K +1,680 +0.1%
ST
38
Smithfield Trust
Pennsylvania
$101M -$817K -10,390 -0.8%
RIM
39
RW Investment Management
Idaho
$98.8M +$6.48M +82,360 +7%
Ameriprise
40
Ameriprise
Minnesota
$88.9M +$550K +6,996 +0.6%
WL
41
WIT LLC
District of Columbia
$88.5M +$21.8M +277,519 +33%
BPA
42
Beacon Pointe Advisors
California
$87.3M +$64.8M +823,684 +292%
DC
43
Davenport & Co
Virginia
$87.1M +$4.66M +59,287 +6%
RCI
44
RS Crum Inc
California
$82.6M +$5.33M +67,769 +7%
BCMIO
45
Beacon Capital Management Inc (Ohio)
Ohio
$81.9M -$95.8M -1,218,357 -54%
PGFC
46
Peapack-Gladstone Financial Corp
New Jersey
$81.4M +$2.03M +25,834 +3%
WIA
47
World Investment Advisors
California
$76.2M +$5.33M +67,748 +8%
COCM
48
Charter Oak Capital Management
New Hampshire
$75.5M +$6.02M +76,542 +9%
DADC
49
D.A. Davidson & Co
Montana
$75.4M +$3.28M +41,653 +5%
P
50
&Partners
Tennessee
$75M +$11.6M +147,198 +18%

BSV Hedge Fund Activity: Q3 2025 in Review

1,212 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Bond ETF (BSV) for Q3 2025, worth a combined $30.3B — down 4.1% from $31.6B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new BSV positions and 78 closed out — a net gain of 6 holders — while 545 added to existing stakes and 412 trimmed.

The largest buyer was Mercer Global Advisors, adding an estimated $297M. The largest seller was Envestnet Asset Management, cutting an estimated $2.1B.

  • 1,212 institutional investors held Vanguard Short-Term Bond ETF (BSV) as of Q3 2025, down from 1,227 in Q2 2025.
  • Funds reported $30.3B of Vanguard Short-Term Bond ETF stock for Q3 2025, down 4.1% quarter-over-quarter.
  • 84 funds opened new Vanguard Short-Term Bond ETF positions in Q3 2025 and 78 closed out, a net change of +6 holders.
  • The largest Vanguard Short-Term Bond ETF buyer in Q3 2025 was Mercer Global Advisors, an estimated $297M added.
  • The largest Vanguard Short-Term Bond ETF seller in Q3 2025 was Envestnet Asset Management, an estimated $2.1B sold.

Based on aggregated 13F filings for Q3 2025.