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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
WS
476
Wela Strategies
Georgia
$2.3M +$2.28M +29,365 New
CVM
477
Cheviot Value Management
California
$2.3M +$2.28M +29,411 New
AIA
478
Ally Invest Advisors
North Carolina
$2.29M +$163K +2,098 +8%
WWM
479
Woodside Wealth Management
Massachusetts
$2.28M +$2.26M +29,154 New
IFG
480
Independent Financial Group
California
$2.28M +$335K +4,313 +17%
KF
481
K2 Financial
California
$2.27M +$13.5K +174 +0.6%
FIM
482
Freedom Investment Management
Connecticut
$2.26M +$227K +2,923 +11%
GSEP
483
Golden State Equity Partners
California
$2.25M +$97K +1,250 +5%
MCM
484
Mengis Capital Management
Oregon
$2.24M -$150K -1,935 -6%
WF
485
Welch & Forbes
Massachusetts
$2.24M -$173K -2,228 -7%
NWM
486
Northwest Wealth Management
Iowa
$2.24M -$131K -1,688 -6%
MWM
487
Massachusetts Wealth Management
Massachusetts
$2.22M +$157K +2,028 +8%
AFS
488
Axiom Financial Strategies
Indiana
$2.21M -$430K -5,545 -16%
Lido Advisors
489
Lido Advisors
California
$2.21M +$1.14M +14,659 +108%
AFG
490
Atomi Financial Group
New York
$2.18M -$252K -3,250 -10%
FLI
491
Family Legacy Inc
South Carolina
$2.17M +$50.6K +652 +2%
IPA
492
Investment Planning Advisors
Georgia
$2.16M -$2.69M -34,687 -56%
BFA
493
Bragg Financial Advisors
North Carolina
$2.15M -$63.2K -814 -3%
TWA
494
TCI Wealth Advisors
Arizona
$2.15M +$1.18M +15,229 +125%
SRA
495
Secured Retirement Advisors
Minnesota
$2.14M +$243K +3,134 +13%
CAG
496
Csenge Advisory Group
Florida
$2.12M -$18.4K -237 -0.9%
CSP
497
Cary Street Partners
Virginia
$2.09M -$126K -1,617 -6%
RC
498
Roundview Capital
New Jersey
$2.09M -$134K -1,720 -6%
SWM
499
Selective Wealth Management
Virginia
$2.08M -$108K -1,390 -5%
LWM
500
Level Wealth Management
North Carolina
$2.08M +$332K +4,276 +19%

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.