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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
HighTower Advisors
51
HighTower Advisors
Illinois
$67M +$21.5M +276,565 +48%
WIA
52
World Investment Advisors
California
$66.2M +$38.9M +501,013 +145%
WL
53
WIT LLC
District of Columbia
$66.1M -$2.49M -32,090 -4%
PCIA
54
Prime Capital Investment Advisors
Kansas
$65.2M +$6.58M +84,717 +11%
COCM
55
Charter Oak Capital Management
New Hampshire
$65.2M +$4.94M +63,665 +8%
Fifth Third Bancorp
56
Fifth Third Bancorp
Ohio
$63.7M -$4.16M -53,646 -6%
MML Investors Services
57
MML Investors Services
Massachusetts
$63.6M -$505K -6,509 -0.8%
EA
58
Efficient Advisors
Ohio
$62.4M -$712K -9,175 -1%
AWS
59
Atria Wealth Solutions
New York
$62M -$4.65M -59,880 -7%
MWA
60
Martel Wealth Advisors
Washington
$61.1M +$1.04M +13,368 +2%
WPWM
61
Windward Private Wealth Management
Kansas
$60.5M +$513K +6,607 +0.9%
US Bancorp
62
US Bancorp
Minnesota
$59.7M +$675K +8,701 +1%
IWM
63
Integris Wealth Management
California
$59.5M -$702K -9,043 -1%
Stifel Financial
64
Stifel Financial
Missouri
$59.1M +$233K +3,000 +0.4%
FMC
65
First Merchants Corp
Indiana
$57.7M +$45.3M +584,174 +383%
JC
66
Jentner Corp
Ohio
$55.3M +$572K +7,368 +1%
Comerica Bank
67
Comerica Bank
Texas
$55M -$520K -6,693 -0.9%
TCM
68
TD Capital Management
Tennessee
$54.3M +$1.16M +14,969 +2%
NPT
69
National Philanthropic Trust
Pennsylvania
$52.2M +$1.97M +25,439 +4%
GAM
70
Gemmer Asset Management
California
$50.4M +$2.85M +36,714 +6%
Vanguard Group
71
Vanguard Group
Pennsylvania
$49.6M +$5.42M +69,779 +12%
FPAS
72
Focus Partners Advisor Solutions
Missouri
$48.3M +$4.96M +63,905 +12%
PCM
73
Penserra Capital Management
California
$47.1M +$14.5M +186,464 +45%
AIA
74
Arbor Investment Advisors
North Carolina
$47M +$2.04M +26,311 +5%
ICMARC
75
International City Management Association Retirement Corp
District of Columbia
$46.9M +$8.76M +112,900 +23%

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.