We are live on ! Find out more
BSV icon

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
Vontobel Holding
701
Vontobel Holding
Switzerland
$773K +$776K +10,000 New
AFG
702
ABLE Financial Group
Arizona
$772K -$125K -1,608 -14%
MA
703
Montag & Associates
Georgia
$771K – – –
CWR
704
Chico Wealth RIA
California
$769K -$295K -3,802 -28%
Fidelity Investments
705
Fidelity Investments
Massachusetts
$767K -$11K -142 -1%
SIP
706
Sellwood Investment Partners
Oregon
$766K +$770K +9,915 New
MW
707
Maia Wealth
Colorado
$765K +$179K +2,306 +31%
GFG
708
Greenbush Financial Group
New York
$764K +$767K +9,887 New
AMG
709
Asset Management Group
Connecticut
$758K +$6.6K +85 +0.9%
VCAM
710
Van Cleef Asset Management
Ohio
$755K -$19.4K -250 -2%
AA
711
Armis Advisers
Georgia
$751K +$755K +9,723 New
BFO
712
Biltmore Family Office
North Carolina
$750K -$33.6K -433 -4%
KWA
713
Kingswood Wealth Advisors
California
$746K +$189K +2,429 +34%
MDA
714
Minot DeBlois Advisors
Massachusetts
$744K +$747K +9,623 New
EWA
715
Evolution Wealth Advisors
Florida
$736K -$7.61K -98 -1%
MMPW
716
Mitchell McLeod Pugh & Williams
Alabama
$735K +$185K +2,383 +33%
BCM
717
Brookmont Capital Management
Texas
$729K +$245K +3,151 +50%
CA
718
Cumberland Advisors
Florida
$729K +$3.49K +45 +0.5%
SWG
719
Summit Wealth Group
Vermont
$727K -$347K -4,471 -32%
MWA
720
Merkkuri Wealth Advisors
New York
$725K +$70.4K +907 +11%
FCI
721
Financial Counselors Inc
Kansas
$721K -$15.5K -200 -2%
MAM
722
Mainsail Asset Management
Alabama
$721K +$208K +2,684 +40%
AP
723
Americana Partners
Texas
$718K -$435K -5,611 -38%
RF
724
Rossby Financial
Florida
$715K +$718K +9,256 New
EW
725
Evoke Wealth
California
$714K – – –
27 28
29
30 31

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.