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Vanguard Short-Term Bond ETF
BSV

Overview Fund Activity

1,136 hedge funds and large institutions have $30.3B invested in Vanguard Short-Term Bond ETF in 2023 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 420 increasing their positions, 488 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,136
Holders Change
+4
Holders Change %
+0.35%
% of All Funds
17.92%
Holding in Top 10
132
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-13.73%
% of All Funds
2.08%
New
92
Increased
420
Reduced
488
Closed
78
Calls
$725K
Puts
$219K
Net Calls
+$506K
Net Calls Change
+$238K

Top Buyers

1
AF
Allworth Financial
California
+$368M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$244M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$215M
4
Northern Trust
Northern Trust
Illinois
+$161M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$132M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$506M
2
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
-$260M
3
SWG
Summit Wealth Group
Vermont
-$125M
4
Osaic Holdings
Osaic Holdings
Arizona
-$117M
5
Bank of America
Bank of America
North Carolina
-$77.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
JCIA
501
Jackson Creek Investment Advisors
Colorado
$1.76M +$18.7K +247 +1%
RFC
502
Regions Financial Corp
Alabama
$1.76M -$187K -2,468 -10%
VAS
503
Vestmark Advisory Solutions
Massachusetts
$1.76M +$490K +6,483 +39%
AWA
504
Aletheian Wealth Advisors
Washington
$1.76M +$313K +4,145 +22%
SAS
505
Sage Advisory Services
Texas
$1.75M +$1.75M +23,137 New
HWA
506
Hillcrest Wealth Advisors
New Jersey
$1.74M -$64.2K -850 -4%
CIA
507
Cape Investment Advisory
Georgia
$1.74M -$273K -3,608 -14%
AWM
508
Apollon Wealth Management
South Carolina
$1.74M -$681K -9,008 -28%
FAM
509
Frontier Asset Management
Wyoming
$1.74M -$61.1K -809 -3%
IP
510
Investment Partners
Ohio
$1.73M +$49.3K +653 +3%
CA
511
Calton & Associates
Florida
$1.72M -$40.4K -535 -2%
EAM
512
Evanson Asset Management
California
$1.71M -$41.5K -549 -2%
AA
513
Advisory Alpha
Michigan
$1.7M +$1.7M +22,449 New
WTC
514
WhitTier Trust Company
Nevada
$1.69M -$132K -1,745 -7%
BS
515
Banco Santander
Spain
$1.68M +$21.3K +282 +1%
KFP
516
KMG Fiduciary Partners
Ohio
$1.65M +$12.3K +163 +0.8%
AP
517
Adero Partners
California
$1.63M -$8.77K -116 -0.5%
IGWM
518
ICA Group Wealth Management
Colorado
$1.62M +$963K +12,747 +146%
GWM
519
Geneos Wealth Management
Colorado
$1.62M +$737K +9,753 +83%
HR
520
Hardy Reed
Mississippi
$1.61M -$96.6K -1,278 -6%
Fiera Capital (Canada)
521
Fiera Capital (Canada)
Quebec, Canada
$1.6M -$296K -3,912 -16%
AWP
522
Ascent Wealth Partners
New York
$1.59M -$10.1K -133 -0.6%
OCG
523
Opus Capital Group
Ohio
$1.58M -$437K -5,785 -22%
CAMG
524
CWA Asset Management Group
Florida
$1.58M +$238K +3,148 +18%
AWA
525
Arkadios Wealth Advisors
Georgia
$1.57M +$668K +8,836 +74%
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