BSV icon

Vanguard Short-Term Bond ETF
BSV

Overview Fund Activity

1,136 hedge funds and large institutions have $30.3B invested in Vanguard Short-Term Bond ETF in 2023 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 420 increasing their positions, 488 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,136
Holders Change
+4
Holders Change %
+0.35%
% of All Funds
17.92%
Holding in Top 10
132
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-13.73%
% of All Funds
2.08%
New
92
Increased
420
Reduced
488
Closed
78
Calls
$725K
Puts
$219K
Net Calls
+$506K
Net Calls Change
+$238K

Top Buyers

1
AF
Allworth Financial
California
$882M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
$1.26B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.3B
4
Northern Trust
Northern Trust
Illinois
$361M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$5.14B

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$2.31B
2
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$2.12B
3
SWG
Summit Wealth Group
Vermont
$1.26M
4
Osaic Holdings
Osaic Holdings
Arizona
$571M
5
Bank of America
Bank of America
North Carolina
$840M
Name Holding Trade Value Shares
Change 		Shares
Change %
PNC
901
Park National Corp
Ohio
$293K -$67.4K -892 -19%
WCM
902
Windsor Capital Management
Arizona
$290K -$75.6K -1,000 -21%
FMTC
903
Farmers & Merchants Trust Company
California
$290K +$90K +1,191 +45%
CWM
904
Compass Wealth Management
Connecticut
$285K +$5.67K +75 +2%
MIA
905
Milestone Investment Advisors
Wisconsin
$285K +$2.72K +36 +1%
CAM
906
Chandler Asset Management
California
$285K +$211K +2,790 +286%
TA
907
TFG Advisers
Michigan
$284K -$3.93K -52 -1%
AFC
908
Adaptive Financial Consulting
Ohio
$284K +$284K +3,753 New
TA
909
TruWealth Advisors
Louisiana
$282K -$28.9K -382 -9%
JWA
910
JFS Wealth Advisors
Pennsylvania
$282K – – –
TIM
911
Tortoise Investment Management
New York
$279K +$5.29K +70 +2%
TA
912
Trellis Advisors
Washington
$278K -$391K -5,168 -58%
LPAM
913
Lodestar Private Asset Management
California
$277K -$34.6K -458 -11%
WP
914
WealthPLAN Partners
Nebraska
$275K -$3.25K -43 -1%
DWM
915
Dakota Wealth Management
Florida
$274K – – –
NHC
916
Nicholas Hoffman & Company
Georgia
$271K -$104K -1,382 -28%
Fidelity Investments
917
Fidelity Investments
Massachusetts
$268K -$190K -2,515 -41%
AUIM
918
Aegon USA Investment Management
Iowa
$267K +$19K +252 +8%
WSTAM
919
Wilbanks Smith & Thomas Asset Management
Virginia
$265K +$982 +13 +0.4%
ORC
920
O'Rourke & Company
Massachusetts
$265K -$19.3K -256 -7%
GFG
921
Greystone Financial Group
Michigan
$264K +$264K +3,498 New
AWA
922
Acorn Wealth Advisors
Michigan
$263K +$1.44K +19 +0.5%
SW
923
StrongBox Wealth
Missouri
$263K -$53.8K -712 -17%
LWM
924
Liberty Wealth Management
California
$263K +$5.29K +70 +2%
CWM
925
ClientFirst Wealth Management
Arkansas
$263K +$263K +3,473 New
35 36
37
38 39