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Vanguard Short-Term Bond ETF
BSV

1,247 hedge funds and large institutions have $30.6B invested in Vanguard Short-Term Bond ETF in 2024 Q4 according to their latest regulatory filings, with 192 funds opening new positions, 512 increasing their positions, 405 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

187% more first-time investments, than exits

New positions opened: 192 | Existing positions closed: 67

26% more repeat investments, than reductions

Existing positions increased: 512 | Existing positions reduced: 405

11% more funds holding in top 10

Funds holding in top 10: 117 → 130 (+13)

9% more funds holding

Funds holding: 1,143 → 1,247 (+104)

9% more capital invested

Capital invested by funds: $28.1B → $30.6B (+$2.48B)

1.49% more ownership

Funds ownership: 82.8% → 84.29% (+1.5%)

Holders
1,247
Holders Change
+104
Holders Change %
+9.1%
% of All Funds
16.43%
Holding in Top 10
130
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+11.11%
% of All Funds
1.71%
New
192
Increased
512
Reduced
405
Closed
67
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
EP
Essential Planning
New Hampshire
+$369M
2
JP Morgan Chase
JP Morgan Chase
New York
+$361M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$191M
4
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
+$122M
5
AF
Allworth Financial
California
+$113M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$1.03B
2
IAIM
International Assets Investment Management
Florida
-$94.8M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$94.2M
4
MIS
Morningstar Investment Services
Illinois
-$78.2M
5
PP
PrairieView Partners
Minnesota
-$48.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
SIMC
851
Squire Investment Management Company
Utah
$448K -$76.3K -983 -15%
SJL
852
Shayne & Jacobs LLC
Tennessee
$446K – – –
EFP
853
Envision Financial Planning
Tennessee
$446K +$243K +3,126 +118%
AFAS
854
Acorn Financial Advisory Services
Virginia
$446K +$43.5K +560 +11%
SCP
855
Seizert Capital Partners
Michigan
$444K +$5.04K +65 +1%
IPW
856
Intergy Private Wealth
Colorado
$442K +$7.06K +91 +2%
RL
857
Retireful LLC
Michigan
$441K – – –
JIR
858
James Investment Research
Ohio
$440K +$442K +5,700 New
SA
859
Stewardship Advisors
Pennsylvania
$437K +$143K +1,838 +48%
LRWM
860
Lord & Richards Wealth Management
Colorado
$437K +$439K +5,650 New
GAB
861
German American Bancorp
Indiana
$434K – – –
AIM
862
Anchor Investment Management
South Carolina
$431K -$31.4K -404 -7%
WG
863
Wealth Group
North Carolina
$430K +$24.3K +313 +6%
PVI
864
Pine Valley Investments
New Jersey
$427K +$4.35K +56 +1%
CCC
865
Compass Capital Corp
Massachusetts
$427K +$428K +5,520 New
LWM
866
Liberty Wealth Management
California
$425K +$56.7K +730 +15%
GAA
867
Global Assets Advisory
Florida
$422K +$424K +5,461 New
TIM
868
Tortoise Investment Management
New York
$422K +$8.15K +105 +2%
VPWA
869
Vestia Personal Wealth Advisors
Indiana
$418K +$13.3K +172 +3%
GWCM
870
Godshalk Welsh Capital Management
Pennsylvania
$413K +$21.5K +277 +5%
TDWM
871
Topel & Distasi Wealth Management
California
$412K – – –
ACA
872
Aptus Capital Advisors
Alabama
$409K -$51.1K -658 -11%
MCM
873
Mainstream Capital Management
California
$405K – – –
NJIM
874
Nabity-Jensen Investment Management
Nebraska
$405K – – –
GJIA
875
Glass Jacobson Investment Advisors
Maryland
$404K +$26K +335 +7%
33 34
35
36 37

BSV Hedge Fund Activity: Q4 2024 in Review

1,247 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Bond ETF (BSV) for Q4 2024, worth a combined $30.6B — up 8.8% from $28.1B a quarter earlier.

Buyers outnumbered sellers: 192 funds opened new BSV positions and 67 closed out — a net gain of 125 holders — while 512 added to existing stakes and 405 trimmed.

The largest buyer was Essential Planning, adding an estimated $369M. The largest seller was Morgan Stanley, cutting an estimated $1.03B.

  • 1,247 institutional investors held Vanguard Short-Term Bond ETF (BSV) as of Q4 2024, up from 1,143 in Q3 2024.
  • Funds reported $30.6B of Vanguard Short-Term Bond ETF stock for Q4 2024, up 8.8% quarter-over-quarter.
  • 192 funds opened new Vanguard Short-Term Bond ETF positions in Q4 2024 and 67 closed out, a net change of +125 holders.
  • The largest Vanguard Short-Term Bond ETF buyer in Q4 2024 was Essential Planning, an estimated $369M added.
  • The largest Vanguard Short-Term Bond ETF seller in Q4 2024 was Morgan Stanley, an estimated $1.03B sold.

Based on aggregated 13F filings for Q4 2024.