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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
CAI
951
Capital Advisors Inc
Oklahoma
$306K +$25.2K +325 +9%
CFIA
952
Cantor Fitzgerald Investment Advisors
New York
$304K -$402K -5,177 -57%
IWA
953
Icon Wealth Advisors
Texas
$303K +$1.01K +13 +0.3%
LAM
954
Lakewood Asset Management
Illinois
$303K +$3.57K +46 +1%
RPCA
955
Running Point Capital Advisors
California
$299K – – –
CGPCS
956
Capital Group Private Client Services
California
$299K +$3.57K +46 +1%
WSFS
957
Wilmington Savings Fund Society
Delaware
$298K – – –
LSA
958
Lion Street Advisors
Texas
$298K +$299K +3,852 New
FF
959
Friedenthal Financial
New Jersey
$297K -$4.05M -52,205 -93%
BL
960
Balentine LLC
Georgia
$297K – – –
SL
961
Sentinus LLC
Illinois
$296K -$4.97K -64 -2%
CSIC
962
Clifford Swan Investment Counsel
California
$296K – – –
WB
963
WesBanco Bank
West Virginia
$296K -$107K -1,382 -27%
SWP
964
Strategic Wealth Partners
Ohio
$294K -$5.28K -68 -2%
LAS
965
Legacy Advisory Services
Pennsylvania
$294K +$3.49K +45 +1%
NA
966
Nautilus Advisors
California
$294K +$295K +3,800 New
KIM
967
Kestra Investment Management
Texas
$288K +$289K +3,730 New
GC
968
GatePass Capital
Ohio
$285K +$286K +3,689 New
SRC
969
Shufro Rose & Co
New York
$284K -$4.61M -59,385 -94%
HCMG
970
Howard Capital Management Group
California
$284K – – –
SS
971
SBI Securities
Japan
$283K +$285K +3,666 New
QC
972
Quadrature Capital
United Kingdom
$283K +$284K +3,662 New
EFP
973
EnRich Financial Partners
Wisconsin
$281K +$2.48K +32 +0.9%
SC
974
Saiph Capital
New Jersey
$280K +$282K +3,629 New
VFPW
975
Vantage Financial Partners (Wisconsin)
Wisconsin
$279K -$38.2K -492 -12%
37 38
39
40 41

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.