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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
ZF
776
Zhang Financial
Michigan
$573K +$568K +7,315 New
TA
777
TrueWealth Advisors
Alabama
$571K -$58.7K -756 -9%
DTC
778
Davidson Trust Company
Washington
$571K -$19.3K -248 -3%
RF
779
Rossby Financial
Florida
$568K -$156K -2,010 -22%
MAS
780
Madden Advisory Services
Florida
$568K -$2.95K -38 -0.5%
SWM
781
Stockman Wealth Management
Montana
$568K +$48.6K +626 +9%
LPP
782
Life Planning Partners
Florida
$563K
NRI
783
NFP Retirement Inc
California
$562K -$19.3K -249 -3%
PMIM
784
Prudent Man Investment Management
Colorado
$559K
MDA
785
Minot DeBlois Advisors
Massachusetts
$558K -$194K -2,496 -26%
NAM
786
NorthCrest Asset Manangement
Minnesota
$554K -$543 -7 -0.1%
TWP
787
Total Wealth Planning
Ohio
$550K +$233 +3 +0%
VWA
788
VSM Wealth Advisory
Maryland
$542K +$71.6K +922 +15%
SIA
789
SeaBridge Investment Advisors
New Jersey
$541K -$1.81M -23,360 -77%
SPA
790
Shore Point Advisors
New Jersey
$541K +$70.5K +908 +15%
Bank Julius Baer & Co
791
Bank Julius Baer & Co
Switzerland
$540K +$50.2K +647 +10%
JSL
792
JT Stratford LLC
Georgia
$540K -$156K -2,016 -23%
FDCDDQ
793
Federation des caisses Desjardins du Quebec
Quebec, Canada
$536K
DSC
794
Duncker Streett & Co
Missouri
$534K
MLA
795
My Legacy Advisors
Oregon
$533K +$528K +6,803 New
CHJWM
796
Carlton Hofferkamp & Jenks Wealth Management
Texas
$532K -$2.25K -29 -0.4%
RWM
797
Ruedi Wealth Management
Illinois
$527K -$22.2K -286 -4%
Millennium Management
798
Millennium Management
New York
$525K -$423K -5,446 -45%
BIM
799
Breakwater Investment Management
Washington
$522K
BWM
800
BCS Wealth Management
Tennessee
$521K +$24.1K +311 +5%

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.