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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
NHC
926
Nicholas Hoffman & Company
Georgia
$337K -$7.76K -100 -2%
WA
927
WPG Advisers
Maryland
$335K +$337K +4,341 New
WTFG
928
Wood Tarver Financial Group
Idaho
$334K +$336K +4,328 New
KAM
929
KEB Asset Management
Illinois
$333K – – –
CWM
930
Chemistry Wealth Management
New York
$333K +$334K +4,304 New
E
931
EntreWealth
Texas
$331K +$327K +4,218 New
EL
932
Essex LLC
Illinois
$331K -$70.2K -905 -17%
IAG
933
Investment Advisory Group
Massachusetts
$330K +$331K +4,271 New
PFGIA
934
Patriot Financial Group Insurance Agency
Massachusetts
$326K +$55.5K +715 +20%
USCWA
935
U.S. Capital Wealth Advisors
Texas
$325K -$924K -11,902 -74%
PF
936
Penney Financial
Texas
$324K – – –
FFG
937
Fiduciary Financial Group
California
$321K +$108K +1,394 +50%
RWM
938
Rialto Wealth Management
New York
$320K +$322K +4,146 New
RWA
939
Redhawk Wealth Advisors
Minnesota
$320K -$3.76M -48,469 -92%
HCP
940
Holt Capital Partners
Texas
$318K -$31K -400 -9%
BFIM
941
Beese Fulmer Investment Management
Ohio
$316K -$1.4K -18 -0.4%
CAAM
942
Cornerstone Advisors Asset Management
Pennsylvania
$316K +$5.28K +68 +2%
HA
943
Hanover Advisors
South Carolina
$315K – – –
NB
944
Northwest Bancshares
Pennsylvania
$314K -$1.94K -25 -0.6%
DB
945
Dravo Bay
Delaware
$313K +$16.4K +211 +5%
BFG
946
Berger Financial Group
Minnesota
$312K -$11.6K -149 -4%
WMWM
947
Wilkins Miller Wealth Management
Alabama
$311K +$313K +4,030 New
CP
948
Cumberland Partners
Ontario, Canada
$309K – – –
APWM
949
Argonautica Private Wealth Management
Massachusetts
$309K +$18.9K +243 +6%
LJHT
950
Laurie J. Hall Trustee
$309K – – –
36 37
38
39 40

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.