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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
BC
601
Burney Company
Virginia
$1.26M +$18.6K +240 +2%
MPWT
602
MassMutual Private Wealth & Trust
Connecticut
$1.24M +$41.2K +531 +3%
MW
603
Marcum Wealth
Ohio
$1.23M -$49.8K -642 -4%
IAIM
604
International Assets Investment Management
Florida
$1.21M +$79K +1,018 +7%
TCM
605
TruNorth Capital Management
Michigan
$1.2M -$21.5K -277 -2%
CAMG
606
CWA Asset Management Group
Florida
$1.2M +$125K +1,616 +12%
SG
607
StoneX Group
New York
$1.18M -$145K -1,869 -11%
BWA
608
Burt Wealth Advisors
Maryland
$1.17M -$10K -129 -0.9%
GFPC
609
Global Financial Private Client
Florida
$1.17M +$5.98K +77 +0.5%
LKBC
610
L.K. Benson & Company
Maryland
$1.17M +$555K +7,151 +92%
VWA
611
VERITY Wealth Advisors
United States
$1.15M -$63.9K -823 -5%
CC
612
Courier Capital
New York
$1.15M +$1.14M +14,665 New
PWM
613
PMG Wealth Management
Illinois
$1.15M +$31.8K +410 +3%
IFO
614
Independent Family Office
New York
$1.14M -$32.6K -420 -3%
LSL
615
Legacy Solutions LLC
Pennsylvania
$1.14M +$64.5K +831 +6%
DI
616
Disciplined Investments
Oklahoma
$1.12M -$47.7K -615 -4%
AAM
617
Aureus Asset Management
Massachusetts
$1.12M +$197K +2,537 +21%
LJHT
618
Laurie J. Hall Trustee
$1.12M +$797K +10,267 +257%
MFIM
619
Mesirow Financial Investment Management
Illinois
$1.12M +$14.9K +192 +1%
AF
620
Advisornet Financial
Minnesota
$1.11M +$175K +2,248 +19%
AFGAS
621
Allegiance Financial Group Advisory Services
Virginia
$1.11M -$119K -1,532 -10%
EFS
622
Essex Financial Services
Connecticut
$1.11M -$35.6K -459 -3%
CWM
623
Cornerstone Wealth Management
Missouri
$1.1M -$16.2K -209 -1%
RWM
624
Riverbend Wealth Management
South Carolina
$1.1M +$15.4K +198 +1%
IPWA
625
International Private Wealth Advisors
California
$1.1M +$466 +6 +0%

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.