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Vanguard Short-Term Bond ETF

1,212 hedge funds and large institutions have $30.3B invested in Vanguard Short-Term Bond ETF in 2025 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 545 increasing their positions, 412 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more repeat investments, than reductions

Existing positions increased: 545 | Existing positions reduced: 412

8% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 78

4% less capital invested

Capital invested by funds: $31.6B → $30.3B (-$1.3B)

1% less funds holding

Funds holding: 1,2271,212 (-15)

5.02% less ownership

Funds ownership: 81.85%76.83% (-5%)

7% less funds holding in top 10

Funds holding in top 10: 129120 (-9)

Holders
1,212
Holders Change
-15
Holders Change %
-1.22%
% of All Funds
15.91%
Holding in Top 10
120
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-6.98%
% of All Funds
1.57%
New
84
Increased
545
Reduced
412
Closed
78
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DTC
701
Davidson Trust Company
Washington
$723K +$92.2K +1,172 +15%
PWA
702
Principia Wealth Advisory
Texas
$720K +$157K +2,001 +28%
RFA
703
Reyes Financial Architecture
California
$719K
WFL
704
Wealth Forward LLC
North Dakota
$718K -$10.2M -130,191 -93%
RPA
705
Rock Point Advisors
Vermont
$715K +$59K +750 +9%
CWR
706
Chico Wealth RIA
California
$711K -$17.9K -227 -2%
CA
707
Clearstead Advisors
Ohio
$710K +$15.7K +200 +2%
AFA
708
Arlington Financial Advisors
California
$708K +$706K +8,978 New
AIFAIM
709
American Institute for Advanced Investment Management
Arizona
$706K +$45.2K +575 +7%
EWM
710
Elevatus Welath Management
New York
$698K -$113K -1,442 -14%
GP
711
Gridiron Partners
Pennsylvania
$694K +$744K +9,458 +95%
FIG
712
FSA Investment Group
Florida
$689K +$113K +1,441 +20%
Bessemer Group
713
Bessemer Group
New Jersey
$688K +$157K +2,000 +30%
GWMR
714
GC Wealth Management RIA
Massachusetts
$682K -$4.95K -63 -0.7%
CRC
715
Curi RMB Capital
Illinois
$679K -$16.4K -209 -2%
AIM
716
Alhambra Investment Management
Florida
$672K -$27.9K -355 -4%
HWA
717
HCR Wealth Advisors
California
$672K +$46.1K +586 +7%
RAG
718
RIA Advisory Group
Iowa
$671K +$6.53K +83 +1%
IPWA
719
International Private Wealth Advisors
California
$669K -$437K -5,552 -40%
TIA
720
Tiemann Investment Advisors
California
$664K -$1.01M -12,842 -60%
SCM
721
SCS Capital Management
Massachusetts
$652K -$18.2K -231 -3%
ES
722
Eagle Strategies
New York
$652K +$53.6K +682 +9%
WWM
723
Western Wealth Management
Colorado
$647K -$110K -1,404 -15%
CF
724
Claris Financial
Virginia
$643K +$241K +3,070 +61%
TWM
725
Tumwater Wealth Management
Idaho
$634K

BSV Hedge Fund Activity: Q3 2025 in Review

1,212 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Bond ETF (BSV) for Q3 2025, worth a combined $30.3B — down 4.1% from $31.6B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new BSV positions and 78 closed out — a net gain of 6 holders — while 545 added to existing stakes and 412 trimmed.

The largest buyer was Mercer Global Advisors, adding an estimated $297M. The largest seller was Envestnet Asset Management, cutting an estimated $2.1B.

  • 1,212 institutional investors held Vanguard Short-Term Bond ETF (BSV) as of Q3 2025, down from 1,227 in Q2 2025.
  • Funds reported $30.3B of Vanguard Short-Term Bond ETF stock for Q3 2025, down 4.1% quarter-over-quarter.
  • 84 funds opened new Vanguard Short-Term Bond ETF positions in Q3 2025 and 78 closed out, a net change of +6 holders.
  • The largest Vanguard Short-Term Bond ETF buyer in Q3 2025 was Mercer Global Advisors, an estimated $297M added.
  • The largest Vanguard Short-Term Bond ETF seller in Q3 2025 was Envestnet Asset Management, an estimated $2.1B sold.

Based on aggregated 13F filings for Q3 2025.