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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
SWA
526
Stratos Wealth Advisors
Ohio
$1.8M -$670K -8,629 -27%
AP
527
Adero Partners
California
$1.79M +$25.9K +333 +1%
CPA
528
Capital Performance Advisors
California
$1.79M +$254K +3,275 +17%
TC
529
TownSquare Capital
Utah
$1.78M -$354K -4,556 -17%
NFG
530
Nations Financial Group
Iowa
$1.77M -$84.3K -1,086 -5%
CAL
531
Capital Advisors Ltd
Ohio
$1.75M -$74.9K -965 -4%
FIA
532
Foundations Investment Advisors
Arizona
$1.75M +$22.7K +293 +1%
GWMIA
533
Global Wealth Management Investment Advisory
Florida
$1.74M -$22.3K -287 -1%
CA
534
CoreCap Advisors
Michigan
$1.73M -$8.07K -104 -0.5%
CCB
535
Country Club Bank
Missouri
$1.72M -$177K -2,274 -9%
CPIG
536
Chicago Partners Investment Group
Illinois
$1.72M -$87.8K -1,131 -5%
SWP
537
Stratos Wealth Partners
Ohio
$1.71M -$278K -3,578 -14%
PA
538
PFG Advisors
Arizona
$1.69M +$232K +2,992 +16%
NB
539
NBT Bank
New York
$1.68M +$1.05M +13,550 +171%
FFP
540
FourThought Financial Partners
Florida
$1.67M +$565K +7,273 +52%
Nisa Investment Advisors
541
Nisa Investment Advisors
Missouri
$1.64M -$176K -2,270 -10%
RPGK
542
Retirement Planning Group (Kansas)
Kansas
$1.63M -$1.27M -16,357 -44%
BWM
543
Benchmark Wealth Management
Connecticut
$1.63M +$1.61M +20,764 New
AIC
544
Allodium Investment Consultants
Minnesota
$1.62M +$41.1K +530 +3%
DWS
545
Discipline Wealth Solutions
South Carolina
$1.62M +$10.1K +130 +0.6%
EC
546
Estate Counselors
Wisconsin
$1.62M +$54.7K +705 +4%
CWM
547
Cahaba Wealth Management
Georgia
$1.61M +$9.63K +124 +0.6%
SAW
548
Signal Advisors Wealth
Michigan
$1.6M +$35.9K +462 +2%
HAFG
549
Hansen & Associates Financial Group
California
$1.59M +$1.58M +20,356 New
RRCM
550
Rappaport Reiches Capital Management
Illinois
$1.59M

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.