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Vanguard Short-Term Bond ETF
BSV

1,247 hedge funds and large institutions have $30.6B invested in Vanguard Short-Term Bond ETF in 2024 Q4 according to their latest regulatory filings, with 192 funds opening new positions, 512 increasing their positions, 405 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

187% more first-time investments, than exits

New positions opened: 192 | Existing positions closed: 67

26% more repeat investments, than reductions

Existing positions increased: 512 | Existing positions reduced: 405

11% more funds holding in top 10

Funds holding in top 10: 117 → 130 (+13)

9% more funds holding

Funds holding: 1,143 → 1,247 (+104)

9% more capital invested

Capital invested by funds: $28.1B → $30.6B (+$2.48B)

1.49% more ownership

Funds ownership: 82.8% → 84.29% (+1.5%)

Holders
1,247
Holders Change
+104
Holders Change %
+9.1%
% of All Funds
16.43%
Holding in Top 10
130
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+11.11%
% of All Funds
1.71%
New
192
Increased
512
Reduced
405
Closed
67
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
EP
Essential Planning
New Hampshire
+$369M
2
JP Morgan Chase
JP Morgan Chase
New York
+$361M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$191M
4
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
+$122M
5
AF
Allworth Financial
California
+$113M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$1.03B
2
IAIM
International Assets Investment Management
Florida
-$94.8M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$94.2M
4
MIS
Morningstar Investment Services
Illinois
-$78.2M
5
PP
PrairieView Partners
Minnesota
-$48.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
SEP
601
Southland Equity Partners
Missouri
$1.2M +$7.99K +103 +0.7%
HR
602
Hardy Reed
Mississippi
$1.2M -$31.2K -402 -3%
VWA
603
VERITY Wealth Advisors
United States
$1.2M – – –
MPWT
604
MassMutual Private Wealth & Trust
Connecticut
$1.18M -$70.5K -908 -6%
PCM
605
Prelude Capital Management
New York
$1.18M -$884K -11,390 -43%
LIA
606
LifePlan Investment Advisors
North Carolina
$1.17M +$192K +2,473 +19%
BWA
607
Burt Wealth Advisors
Maryland
$1.17M -$25.6K -330 -2%
IFO
608
Independent Family Office
New York
$1.16M +$49.7K +640 +4%
DI
609
Disciplined Investments
Oklahoma
$1.16M +$254K +3,267 +28%
GFPC
610
Global Financial Private Client
Florida
$1.15M +$36.5K +470 +3%
EFS
611
Essex Financial Services
Connecticut
$1.13M +$56.3K +725 +5%
RFG
612
Range Financial Group
Oregon
$1.13M -$203K -2,612 -15%
TBT
613
Texas Bank & Trust
Texas
$1.12M +$1.13M +14,540 New
S
614
SignatureFD
Georgia
$1.12M +$306K +3,947 +37%
SFS
615
Security Financial Services
Indiana
$1.12M -$9.86K -127 -0.9%
IAIM
616
International Assets Investment Management
Florida
$1.12M -$94.8M -1,221,095 -99%
SCA
617
Snowden Capital Advisors
New York
$1.11M +$29.7K +383 +3%
CWM
618
Cornerstone Wealth Management
Missouri
$1.11M -$24.5K -316 -2%
PWM
619
PMG Wealth Management
Illinois
$1.1M +$1.11M +14,268 New
MFIM
620
Mesirow Financial Investment Management
Illinois
$1.09M +$159K +2,051 +17%
RFC
621
Regions Financial Corp
Alabama
$1.09M -$471K -6,071 -30%
FFP
622
FourThought Financial Partners
Florida
$1.09M +$78 +1 +0%
CFG
623
Cooper Financial Group
California
$1.09M +$621 +8 +0.1%
WAP
624
Wealthcare Advisory Partners
Pennsylvania
$1.08M -$35.2K -454 -3%
IPWA
625
International Private Wealth Advisors
California
$1.08M +$693K +8,923 +176%
23 24
25
26 27

BSV Hedge Fund Activity: Q4 2024 in Review

1,247 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Bond ETF (BSV) for Q4 2024, worth a combined $30.6B — up 8.8% from $28.1B a quarter earlier.

Buyers outnumbered sellers: 192 funds opened new BSV positions and 67 closed out — a net gain of 125 holders — while 512 added to existing stakes and 405 trimmed.

The largest buyer was Essential Planning, adding an estimated $369M. The largest seller was Morgan Stanley, cutting an estimated $1.03B.

  • 1,247 institutional investors held Vanguard Short-Term Bond ETF (BSV) as of Q4 2024, up from 1,143 in Q3 2024.
  • Funds reported $30.6B of Vanguard Short-Term Bond ETF stock for Q4 2024, up 8.8% quarter-over-quarter.
  • 192 funds opened new Vanguard Short-Term Bond ETF positions in Q4 2024 and 67 closed out, a net change of +125 holders.
  • The largest Vanguard Short-Term Bond ETF buyer in Q4 2024 was Essential Planning, an estimated $369M added.
  • The largest Vanguard Short-Term Bond ETF seller in Q4 2024 was Morgan Stanley, an estimated $1.03B sold.

Based on aggregated 13F filings for Q4 2024.