BSV icon

Vanguard Short-Term Bond ETF
BSV

Overview Fund Activity

1,150 hedge funds and large institutions have $25.8B invested in Vanguard Short-Term Bond ETF in 2024 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 476 increasing their positions, 475 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,150
Holders Change
-48
Holders Change %
-4.01%
% of All Funds
16.67%
Holding in Top 10
121
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-12.95%
% of All Funds
1.75%
New
67
Increased
476
Reduced
475
Closed
94
Calls
$621K
Puts
–
Net Calls
+$621K
Net Calls Change
-$88K

Top Buyers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$224M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$147M
3
Northern Trust
Northern Trust
Illinois
+$129M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$52.9M
5
Empower Advisory Group
Empower Advisory Group
Colorado
+$42.4M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$2.3B
2
Goldman Sachs
Goldman Sachs
New York
-$650M
3
MIS
Morningstar Investment Services
Illinois
-$154M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$139M
5
Osaic Holdings
Osaic Holdings
Arizona
-$113M
Name Holding Trade Value Shares
Change 		Shares
Change %
TC
751
Trilogy Capital
California
$550K +$550K +7,171 New
CHJWM
752
Carlton Hofferkamp & Jenks Wealth Management
Texas
$548K -$73.7K -971 -12%
RWM
753
Ruedi Wealth Management
Illinois
$543K -$12.8K -167 -2%
USCWA
754
U.S. Capital Wealth Advisors
Texas
$543K -$27.9K -364 -5%
RIA
755
Realta Investment Advisors
Delaware
$540K -$383 -5 -0.1%
KDA
756
Kraft Davis & Associates
Missouri
$538K -$259K -3,398 -33%
TWP
757
Total Wealth Planning
Ohio
$537K +$230 +3 +0%
First Manhattan
758
First Manhattan
New York
$536K -$103K -1,340 -16%
MAM
759
Mainsail Asset Management
Alabama
$533K +$218K +2,844 +69%
SWM
760
Stockman Wealth Management
Montana
$532K +$55.7K +727 +12%
DFC
761
DB Fitzpatrick & Co
Idaho
$529K +$1.07K +14 +0.2%
Bank Julius Baer & Co
762
Bank Julius Baer & Co
Switzerland
$529K – – –
WTA
763
Washington Trust Advisors
Massachusetts
$525K – – –
MAM
764
McCarthy Asset Management
California
$519K +$2.53K +33 +0.5%
BCA
765
Ballentine Capital Advisors
South Carolina
$517K -$1.07M -13,997 -67%
ACA
766
Aptus Capital Advisors
Alabama
$516K +$288K +3,756 +126%
BFA
767
Beacon Financial Advisory
Ohio
$515K -$59.5K -717 -10%
SAI
768
Savvy Advisors Inc
New York
$515K +$30.6K +399 +6%
BFG
769
Baron Financial Group
New Jersey
$514K +$4.6K +60 +0.9%
LAS
770
Lloyd Advisory Services
Georgia
$513K -$2.2M -29,425 -81%
CAAM
771
Cornerstone Advisors Asset Management
Pennsylvania
$513K – – –
JCM
772
Jacobi Capital Management
Pennsylvania
$511K -$7.9K -103 -2%
KWA
773
Kingswood Wealth Advisors
California
$511K +$150K +1,955 +42%
HT
774
Headlands Technologies
Illinois
$510K +$485K +6,323 +1,905%
SW
775
Signify Wealth
Missouri
$508K -$370K -4,832 -42%
29 30
31
32 33