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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
LPP
776
Life Planning Partners
Florida
$541K
SPWG
777
Syntegra Private Wealth Group
Missouri
$541K +$204K +2,592 +61%
WHG
778
Westwood Holdings Group
Texas
$541K +$539K +6,853 New
AFAS
779
Acorn Financial Advisory Services
Virginia
$541K +$28.9K +367 +6%
PVI
780
Pine Valley Investments
New Jersey
$536K -$63.8K -811 -11%
TWP
781
Total Wealth Planning
Ohio
$536K +$70.9K +902 +15%
DSC
782
Duncker Streett & Co
Missouri
$530K -$7.86K -100 -1%
BIM
783
Breakwater Investment Management
Washington
$526K
AG
784
Ascent Group
Virginia
$526K -$2.57M -32,744 -83%
WEG
785
World Equity Group
Illinois
$524K -$6.13K -78 -1%
CHJWM
786
Carlton Hofferkamp & Jenks Wealth Management
Texas
$520K +$79 +1 +0%
PWM
787
PMG Wealth Management
Illinois
$520K -$10.2K -130 -2%
ZF
788
Zhang Financial
Michigan
$518K -$58.8K -748 -10%
UAG
789
United Advisor Group
Ohio
$517K +$1.89K +24 +0.4%
CSPIA
790
Cary Street Partners Investment Advisory
Virginia
$514K
RWM
791
Ruedi Wealth Management
Illinois
$513K -$12.3K -156 -2%
CPA
792
Cardiff Park Advisors
California
$512K +$3.3K +42 +0.7%
BWM
793
BCS Wealth Management
Tennessee
$512K +$157 +2 +0%
CWM
794
ClientFirst Wealth Management
Arkansas
$508K
PTC
795
Private Trust Company
Ohio
$505K -$11.8K -150 -2%
TIM
796
Tortoise Investment Management
New York
$502K +$9.52K +121 +2%
RCM
797
Radnor Capital Management
Pennsylvania
$501K
NAM
798
NorthCrest Asset Manangement
Minnesota
$499K -$58.7K -746 -11%
NRI
799
NFP Retirement Inc
California
$498K -$28.6K -364 -5%
ACM
800
Armbruster Capital Management
New York
$496K

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.