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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
RWM
801
Ritholtz Wealth Management
New York
$520K -$31.4K -404 -6%
MPW
802
MGO Private Wealth
California
$517K
TC
803
Trilogy Capital
California
$516K +$27.7K +357 +6%
UAG
804
United Advisor Group
Ohio
$516K +$59.2K +763 +13%
SDH
805
Sloy Dahl & Holst
Washington
$515K +$52.2K +672 +11%
Franklin Resources
806
Franklin Resources
California
$513K -$73.1K -942 -13%
RA
807
RoundAngle Advisors
New Jersey
$510K -$5.12K -66 -1%
CSPIA
808
Cary Street Partners Investment Advisory
Virginia
$510K
ACA
809
Aptus Capital Advisors
Alabama
$507K +$92K +1,185 +22%
DWP
810
Daymark Wealth Partners
Ohio
$506K +$543 +7 +0.1%
ECM
811
Elgethun Capital Management
South Dakota
$506K +$501K +6,460 New
CWM
812
ClientFirst Wealth Management
Arkansas
$504K
RIP
813
Reliant Investment Partners
North Carolina
$504K -$15.5K -200 -3%
ATI
814
ARK & TLK Investments
Oklahoma
$503K -$10.3K -133 -2%
WTC
815
WhitTier Trust Company
Nevada
$503K -$87.3K -1,125 -15%
ACM
816
Armbruster Capital Management
New York
$502K +$498K +6,417 New
CPA
817
Cardiff Park Advisors
California
$502K +$2.02K +26 +0.4%
GCM
818
Gibraltar Capital Management
Oklahoma
$501K +$497K +6,405 New
ADBIC
819
A.D. Beadell Investment Counsel
Wisconsin
$498K +$7.92K +102 +2%
BFG
820
Baron Financial Group
New Jersey
$497K -$2.33K -30 -0.5%
PFM
821
Potomac Fund Management
Florida
$497K +$9.01K +116 +2%
RCM
822
Radnor Capital Management
Pennsylvania
$497K
SA
823
Stewardship Advisors
Pennsylvania
$494K +$50.8K +655 +12%
PCM
824
Pointe Capital Management
Michigan
$494K -$82.7K -1,065 -14%
WAS
825
Wealth Advisory Solutions
Indiana
$490K -$39.2K -505 -7%

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.