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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
BWMG
826
Barnes Wealth Management Group
California
$487K -$142K -1,827 -23%
FIG
827
FSA Investment Group
Florida
$484K +$2.87K +37 +0.6%
PWA
828
Principia Wealth Advisory
Texas
$482K +$5.74K +74 +1%
PVI
829
Pine Valley Investments
New Jersey
$482K +$48.4K +624 +11%
FNWM
830
Financial Network Wealth Management
Utah
$479K +$3.1K +40 +0.7%
ACA
831
American Capital Advisory
Idaho
$479K -$9.55K -123 -2%
HHWM
832
Hiley Hunt Wealth Management
Nebraska
$474K +$20.7K +267 +5%
LWM
833
Liberty Wealth Management
California
$472K +$42.9K +553 +10%
KIM
834
Kestra Investment Management
Texas
$471K +$178K +2,292 +61%
WB
835
Webster Bank
Connecticut
$471K
MIA
836
Milestone Investment Advisors
Wisconsin
$470K +$62.7K +808 +16%
AFAS
837
Acorn Financial Advisory Services
Virginia
$468K +$16.7K +215 +4%
PPA
838
Pacific Point Advisors
California
$468K
VNIM
839
Vaughan Nelson Investment Management
Texas
$464K -$27.2K -350 -6%
AWM
840
Austin Wealth Management
Texas
$462K -$43.9K -565 -9%
TIM
841
Tortoise Investment Management
New York
$460K +$32.3K +416 +8%
IWA
842
Inspirion Wealth Advisors
Illinois
$459K +$1.71K +22 +0.4%
SWM
843
SeaCrest Wealth Management
New York
$459K -$7.22K -93 -2%
BWS
844
Buck Wealth Strategies
Colorado
$458K +$455K +5,857 New
DE
845
Diversified Enterprises
Delaware
$457K +$454K +5,844 New
RPA
846
Rock Point Advisors
Vermont
$455K -$27.2K -350 -6%
JIR
847
James Investment Research
Ohio
$455K +$8.54K +110 +2%
SIMC
848
Squire Investment Management Company
Utah
$454K +$932 +12 +0.2%
FCI
849
Financial Counselors Inc
Kansas
$454K -$274K -3,536 -38%
SCP
850
Seizert Capital Partners
Michigan
$452K +$2.56K +33 +0.6%

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.