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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
VWA
1001
Visionary Wealth Advisors
Illinois
$252K -$6.44K -83 -2%
PB
1002
Pinnacle Bancorp
Nebraska
$252K +$65.7K +847 +35%
SGCA
1003
Steel Grove Capital Advisors
Tennessee
$251K -$87.7K -1,130 -26%
MFA
1004
Mayflower Financial Advisors
Massachusetts
$248K -$8.54K -110 -3%
FCA
1005
FLC Capital Advisors
California
$246K -$4.97K -64 -2%
TPWA
1006
Twin Peaks Wealth Advisors
California
$245K -$218K -2,810 -47%
QWM
1007
Quadcap Wealth Management
Texas
$245K +$19.2K +248 +8%
BCP
1008
Blue Chip Partners
Michigan
$244K -$10K -129 -4%
CMMS
1009
Comprehensive Money Management Services
Florida
$243K +$244K +3,140 New
MCCP
1010
Mission Creek Capital Partners
California
$243K +$78 +1 +0%
BAM
1011
Belpointe Asset Management
Nevada
$242K +$3.65K +47 +2%
NWMG
1012
National Wealth Management Group
Ohio
$242K -$26.8K -345 -10%
AWM
1013
Aprio Wealth Management
Georgia
$240K +$10.7K +138 +5%
SF
1014
Strategent Financial
Virginia
$239K +$240K +3,089 New
MWM
1015
Meritas Wealth Management
California
$239K +$6.13K +79 +3%
EP
1016
Edgestream Partners
New Jersey
$238K -$690K -8,892 -74%
BFM
1017
Boston Financial Management
Massachusetts
$238K – – –
SFPG
1018
Stonebridge Financial Planning Group
Florida
$237K +$4.73K +61 +2%
TF
1019
Tenon Financial
New Jersey
$235K +$2.79K +36 +1%
MCFP
1020
Mallini Complete Financial Planning
Florida
$234K – – –
NAG
1021
Northstar Advisory Group
New Jersey
$234K -$543 -7 -0.2%
SCM
1022
Sebold Capital Management
Illinois
$233K -$11.3K -145 -5%
LCWP
1023
Legacy Capital Wealth Partners
Arkansas
$233K +$234K +3,018 New
AWM
1024
Accurate Wealth Management
Florida
$233K -$1.24K -16 -0.5%
WCM
1025
Windsor Capital Management
Arizona
$231K -$5.04K -65 -2%
39 40
41
42 43

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.