BSV icon

Vanguard Short-Term Bond ETF
BSV

Overview Fund Activity

1,236 hedge funds and large institutions have $30.5B invested in Vanguard Short-Term Bond ETF in 2024 Q4 according to their latest regulatory filings, with 188 funds opening new positions, 507 increasing their positions, 403 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,236
Holders Change
+100
Holders Change %
+8.8%
% of All Funds
16.45%
Holding in Top 10
130
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+11.11%
% of All Funds
1.73%
New
188
Increased
507
Reduced
403
Closed
67
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EP
Essential Planning
New Hampshire
+$369M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$359M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$190M
4
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
+$122M
5
AF
Allworth Financial
California
+$113M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.02B
2
IAIM
International Assets Investment Management
Florida
-$94.3M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$93.8M
4
MIS
Morningstar Investment Services
Illinois
-$77.8M
5
PP
PrairieView Partners
Minnesota
-$48M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCM
601
Prelude Capital Management
New York
$1.18M -$880K -11,390 -43%
LIA
602
LifePlan Investment Advisors
North Carolina
$1.17M +$191K +2,473 +19%
BWA
603
Burt Wealth Advisors
Maryland
$1.17M -$25.5K -330 -2%
IFO
604
Independent Family Office
New York
$1.16M +$49.5K +640 +4%
DI
605
Disciplined Investments
Oklahoma
$1.16M +$252K +3,267 +28%
GFPC
606
Global Financial Private Client
Florida
$1.15M +$36.3K +470 +3%
EFS
607
Essex Financial Services
Connecticut
$1.13M +$56K +725 +5%
RFG
608
Range Financial Group
Oregon
$1.13M -$202K -2,612 -15%
TBT
609
Texas Bank & Trust
Texas
$1.12M +$1.12M +14,540 New
S
610
SignatureFD
Georgia
$1.12M +$305K +3,947 +37%
SFS
611
Security Financial Services
Indiana
$1.12M -$9.81K -127 -0.9%
IAIM
612
International Assets Investment Management
Florida
$1.12M -$94.3M -1,221,095 -99%
SCA
613
Snowden Capital Advisors
New York
$1.11M +$29.6K +383 +3%
CWM
614
Cornerstone Wealth Management
Missouri
$1.11M -$24.4K -316 -2%
PWM
615
PMG Wealth Management
Illinois
$1.1M +$1.1M +14,268 New
MFIM
616
Mesirow Financial Investment Management
Illinois
$1.09M +$158K +2,051 +17%
RFC
617
Regions Financial Corp
Alabama
$1.09M -$469K -6,071 -30%
FFP
618
FourThought Financial Partners
Florida
$1.09M +$77 +1 +0%
CFG
619
Cooper Financial Group
California
$1.09M +$618 +8 +0.1%
WAP
620
Wealthcare Advisory Partners
Pennsylvania
$1.08M -$35.1K -454 -3%
IPWA
621
International Private Wealth Advisors
California
$1.08M +$689K +8,923 +176%
WEG
622
World Equity Group
Illinois
$1.07M +$1.07M +13,874 New
RWM
623
Riverbend Wealth Management
South Carolina
$1.07M +$1.07M +13,823 New
AIM
624
Advyzon Investment Management
Illinois
$1.07M +$1.07M +13,822 New
PMG
625
ProVise Management Group
Florida
$1.06M -$575K -7,438 -35%
23 24
25
26 27