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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 %
CC
526
Callan Capital
California
$1.57M -$520K -6,886 -25%
RCAG
527
Rehmann Capital Advisory Group
Michigan
$1.56M +$247K +3,275 +19%
SW
528
SMART Wealth
Nebraska
$1.54M +$191K +2,530 +14%
SIM
529
Stratos Investment Management
Ohio
$1.53M +$147K +1,943 +11%
FHA
530
Flagship Harbor Advisors
Massachusetts
$1.51M -$104K -1,380 -6%
PG
531
Patten Group
Tennessee
$1.5M -$58.9K -779 -4%
MW
532
Marcum Wealth
Ohio
$1.49M -$57.2K -757 -4%
AIP
533
Almanack Investment Partners
Pennsylvania
$1.48M +$135K +1,789 +10%
SCP
534
Seizert Capital Partners
Michigan
$1.48M -$1.6M -20,978 Closed
VCAM
535
Van Cleef Asset Management
Ohio
$1.47M -$454K -6,014 -24%
FRA
536
Frank Rimerman Advisors
California
$1.47M – – –
ACM
537
Absolute Capital Management
Pennsylvania
$1.47M +$164K +2,169 +13%
SFS
538
Security Financial Services
Indiana
$1.46M -$390K -5,167 -21%
MFWP
539
Mosaic Family Wealth Partners
Missouri
$1.46M -$169K -2,236 -10%
RRCM
540
Rappaport Reiches Capital Management
Illinois
$1.45M -$389K -5,150 -21%
SWA
541
Sax Wealth Advisors
New Jersey
$1.45M -$26.3K -348 -2%
NAS
542
Nicolet Advisory Services
Wisconsin
$1.44M -$12.4M -165,621 -90%
NCM
543
Neumann Capital Management
California
$1.43M – – –
AWM
544
Aries Wealth Management
Maine
$1.43M -$163K -2,152 -10%
SPIA
545
Steward Partners Investment Advisory
New York
$1.42M -$116K -1,529 -8%
SB
546
Simmons Bank
Arkansas
$1.42M -$168K -2,226 -11%
SHFA
547
SC&H Financial Advisors
Maryland
$1.42M +$104K +1,374 +8%
SEP
548
Southland Equity Partners
Missouri
$1.42M -$37K -490 -3%
GIA
549
Guyasuta Investment Advisors
Pennsylvania
$1.41M +$179K +2,370 +15%
CAL
550
Capital Advisors Ltd
Ohio
$1.41M -$507K -6,705 -26%
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