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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
MWM
651
Maripau Wealth Management
Indiana
$966K -$163K -2,104 -14%
DWT
652
Dorsey & Whitney Trust
South Dakota
$966K – – –
RWI
653
Red Wave Investments
Pennsylvania
$966K -$114K -1,466 -10%
CD
654
Chapin Davis
Maryland
$955K – – –
TWA
655
TCI Wealth Advisors
Arizona
$942K -$87.9K -1,133 -9%
SW
656
Simplicity Wealth
New Jersey
$941K -$182K -2,345 -16%
Millennium Management
657
Millennium Management
New York
$939K -$296K -3,814 -24%
TB
658
Treynor Bancshares
Iowa
$939K -$367K -4,731 -28%
WWM
659
Western Wealth Management
Colorado
$939K -$61.2K -789 -6%
LWM
660
Lighthouse Wealth Management
Ohio
$929K +$933K +12,024 New
AF
661
Advisornet Financial
Minnesota
$927K +$113K +1,458 +14%
PAG
662
Powers Advisory Group
Illinois
$917K -$9.93K -128 -1%
AAM
663
Aureus Asset Management
Massachusetts
$913K +$18K +232 +2%
GC
664
Guidance Capital
Kentucky
$910K +$54K +696 +6%
CA
665
Continuum Advisory
Idaho
$909K +$61.9K +797 +7%
BJL
666
Brighton Jones LLC
Washington
$901K +$253K +3,262 +39%
PWG
667
Private Wealth Group
Florida
$900K -$6.6K -85 -0.7%
Fiera Capital (Canada)
668
Fiera Capital (Canada)
Quebec, Canada
$897K +$21.8K +281 +2%
MGWA
669
Monument Group Wealth Advisors
Massachusetts
$897K +$9.24K +119 +1%
BAMG
670
Brand Asset Management Group
Missouri
$892K +$108K +1,393 +14%
ATC
671
Argent Trust Co
Tennessee
$891K – – –
CFO
672
CVA Family Office
Colorado
$890K +$706K +9,094 +375%
MADFP
673
Michael A Dubis Financial Planning
Wisconsin
$882K +$886K +11,410 New
RFG
674
REAP Financial Group
Texas
$877K +$33.1K +426 +4%
FHA
675
Flagship Harbor Advisors
Massachusetts
$872K -$11.9K -153 -1%
25 26
27
28 29

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.