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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 %
MJRIC
601
Mogy Joel R Investment Counsel
California
$1.14M – – –
WCM
602
Weik Capital Management
Pennsylvania
$1.13M -$446K -5,907 -28%
AIC
603
Argus Investors Counsel
New York
$1.13M – – –
WWM
604
Western Wealth Management
Colorado
$1.11M +$26.7K +353 +2%
CSPAM
605
Cary Street Partners Asset Management
Virginia
$1.1M +$230K +3,042 +26%
FPB
606
First PREMIER Bank
South Dakota
$1.09M -$154K -2,045 -12%
EWM
607
Empirical Wealth Management
Washington
$1.09M +$20.3K +268 +2%
ATC
608
Argent Trust Co
Tennessee
$1.08M +$271K +3,580 +33%
EFG
609
Everhart Financial Group
Ohio
$1.07M -$6.73K -89 -0.6%
KeyBank National Association
610
KeyBank National Association
Ohio
$1.06M -$135K -1,785 -11%
MA
611
Montag & Associates
Georgia
$1.06M +$428K +5,660 +68%
LWM
612
Lodestone Wealth Management
Washington
$1.05M +$1.05M +13,855 New
GFPC
613
Global Financial Private Client
Florida
$1.04M -$52.3K -695 -5%
AIM
614
Alhambra Investment Management
Florida
$1.04M -$20.7K -274 -2%
CF
615
Centaurus Financial
California
$1.04M -$11M -145,168 -91%
CPG
616
Cornerstone Planning Group
New Jersey
$1.04M +$1.04M +13,702 New
IC
617
IEQ Capital
California
$1.03M -$297K -3,929 -22%
AFS
618
Annapolis Financial Services
Maryland
$1.03M +$4.69K +62 +0.5%
DWT
619
Dorsey & Whitney Trust
South Dakota
$1.02M +$189K +2,500 +23%
CFG
620
Citizens Financial Group
Rhode Island
$1.02M +$205K +2,716 +25%
AIM
621
Arcadia Investment Management
Michigan
$1M -$533K -7,059 -35%
FA
622
FDx Advisors
Illinois
$1M -$6.28K -83 -0.6%
GCA
623
Gradient Capital Advisors
California
$997K -$27.9K -369 -3%
DCM
624
DGS Capital Management
New Jersey
$990K +$46.6K +617 +5%
MA
625
MONECO Advisors
Connecticut
$984K +$13.9K +184 +1%
23 24
25
26 27