BSV icon

Vanguard Short-Term Bond ETF
BSV

Overview Fund Activity

1,136 hedge funds and large institutions have $28.1B invested in Vanguard Short-Term Bond ETF in 2024 Q3 according to their latest regulatory filings, with 95 funds opening new positions, 447 increasing their positions, 449 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,136
Holders Change
+14
Holders Change %
+1.25%
% of All Funds
16.43%
Holding in Top 10
117
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.5%
% of All Funds
1.69%
New
95
Increased
447
Reduced
449
Closed
68
Calls
–
Puts
$7.61M
Net Calls
-$7.61M
Net Calls Change
-$7.85M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.75B
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
$2.29B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$4.22B
4
SEI Investments
SEI Investments
Pennsylvania
$246M
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$126M

Top Sellers

1
AAS
Avantax Advisory Services
Texas
$40.4M
2
Goldman Sachs
Goldman Sachs
New York
$1.31B
3
TLFA
True Link Financial Advisors
California
$160M
4
DPI
Diversified Portfolios Inc
Michigan
$31.2M
5
MIS
Morningstar Investment Services
Illinois
$97.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWA
976
JFS Wealth Advisors
Pennsylvania
$218K -$36.9K -469 -14%
FFG
977
Fiduciary Financial Group
California
$216K +$624 +8 +0.3%
SWM
978
Seaside Wealth Management
California
$214K +$214K +2,722 New
UF
979
Univest Financial
Pennsylvania
$213K +$213K +2,709 New
LA
980
Latitude Advisors
Florida
$213K -$23.2K -295 -10%
ECM
981
Evergreen Capital Management
Washington
$212K -$136K -1,728 -39%
ESB
982
Essex Savings Bank
Connecticut
$210K -$9.92K -126 -5%
EFP
983
Envision Financial Planning
Tennessee
$208K +$208K +2,646 New
ST
984
Spinnaker Trust
Maine
$207K – – –
GC
985
Gibson Capital
Pennsylvania
$206K +$206K +2,620 New
CAS
986
Coppell Advisory Solutions
Texas
$206K +$34.2K +434 +20%
GLA
987
Good Life Advisors
Pennsylvania
$205K +$205K +2,603 New
STA
988
Smith Thornton Advisors
Alabama
$204K +$204K +2,598 New
CCT
989
Capital City Trust
Florida
$203K +$203K +2,578 New
GFL
990
Granite FO LLC
New Hampshire
$202K +$202K +2,573 New
HIC
991
Holderness Investments Company
North Carolina
$201K -$96.4K -1,225 -32%
GM
992
GeoWealth Management
Illinois
$201K -$3.95M -50,190 -95%
CPA
993
Clear Point Advisors
New York
$201K +$1.57K +20 +0.8%
OPPS
994
Obsidian Personal Planning Solutions
Maryland
$201K -$35.2K -454 -15%
LFA
995
Lauterbach Financial Advisors
Texas
$200K +$200K +2,547 New
RTL
996
Red Tortoise LLC
Georgia
$197K +$1.5K +19 +0.8%
LAM
997
Lummis Asset Management
Texas
$194K – – –
CFO
998
CVA Family Office
Colorado
$191K +$60.8K +772 +47%
PB
999
Pinnacle Bancorp
Nebraska
$190K -$148K -1,879 -44%
RWPA
1000
Richard W. Paul & Associates
Michigan
$185K -$4.33K -55 -2%
38 39
40
41 42