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Vanguard Short-Term Bond ETF
BSV

1,212 hedge funds and large institutions have $28.7B invested in Vanguard Short-Term Bond ETF in 2025 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 520 increasing their positions, 459 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 520 | Existing positions reduced: 459

2% more funds holding in top 10

Funds holding in top 10: 130 → 133 (+3)

5% less first-time investments, than exits

New positions opened: 82 | Existing positions closed: 86

1.4% less ownership

Funds ownership: 84.31% → 82.9% (-1.4%)

3% less funds holding

Funds holding: 1,248 → 1,212 (-36)

6% less capital invested

Capital invested by funds: $30.6B → $28.7B (-$1.85B)

Holders
1,212
Holders Change
-36
Holders Change %
-2.88%
% of All Funds
16.25%
Holding in Top 10
133
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+2.31%
% of All Funds
1.78%
New
82
Increased
520
Reduced
459
Closed
86
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
+$417M
2
AF
Allworth Financial
California
+$370M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$214M
4
SFA
Sequoia Financial Advisors
Ohio
+$173M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$91.7M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$509M
2
EP
Essential Planning
New Hampshire
-$368M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$177M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$90M
5
Northern Trust
Northern Trust
Illinois
-$80.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
HF
1001
HRT Financial
New York
$253K +$251K +3,235 New
VCM
1002
Virtue Capital Management
Tennessee
$251K +$249K +3,211 New
WB
1003
WesBanco Bank
West Virginia
$251K -$48.5K -625 -16%
HNWAG
1004
High Net Worth Advisory Group
Florida
$250K +$29.8K +384 +14%
FCA
1005
FLC Capital Advisors
California
$249K – – –
BCP
1006
Blue Chip Partners
Michigan
$249K +$1.48K +19 +0.6%
SFPG
1007
Stonebridge Financial Planning Group
Florida
$248K +$7.53K +97 +3%
CMMS
1008
Comprehensive Money Management Services
Florida
$246K – – –
RGF
1009
Retirement Guys Formula
Ohio
$246K +$245K +3,154 New
OC
1010
Optima Capital
Oregon
$245K -$557K -7,171 -70%
NAG
1011
Northstar Advisory Group
New Jersey
$245K +$8.46K +109 +4%
MWM
1012
Meritas Wealth Management
California
$242K – – –
LMKC
1013
L.M. Kohn & Company
Ohio
$240K -$18.2K -235 -7%
TF
1014
Tenon Financial
New Jersey
$239K +$1.48K +19 +0.6%
MCCP
1015
Mission Creek Capital Partners
California
$238K -$7.76K -100 -3%
TPWA
1016
Twin Peaks Wealth Advisors
California
$237K -$10.9K -140 -4%
SCM
1017
Sebold Capital Management
Illinois
$236K – – –
LIA
1018
Lynx Investment Advisory
District of Columbia
$236K -$33.3K -429 -12%
RTL
1019
Red Tortoise LLC
Georgia
$234K +$1.24K +16 +0.5%
WCM
1020
Windsor Capital Management
Arizona
$234K +$78 +1 +0%
CIAS
1021
Capital Investment Advisory Services
North Carolina
$233K -$29.2K -376 -11%
HIP
1022
HUB Investment Partners
Texas
$232K +$699 +9 +0.3%
BFS
1023
Baskin Financial Services
Ontario, Canada
$231K – – –
NCM
1024
NCM Capital Management
New Jersey
$228K – – –
TBWA
1025
Three Bridge Wealth Advisors
California
$225K +$1.32K +17 +0.6%
39 40
41
42 43

BSV Hedge Fund Activity: Q1 2025 in Review

1,212 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Bond ETF (BSV) for Q1 2025, worth a combined $28.7B — down 6% from $30.6B a quarter earlier.

Sellers outnumbered buyers: 86 funds closed out of BSV and 82 opened new positions — a net loss of 4 holders — while 459 trimmed existing stakes and 520 added.

The largest buyer was Beacon Capital Management Inc (Ohio), adding an estimated $417M. The largest seller was JP Morgan Chase, cutting an estimated $509M.

  • 1,212 institutional investors held Vanguard Short-Term Bond ETF (BSV) as of Q1 2025, down from 1,248 in Q4 2024.
  • Funds reported $28.7B of Vanguard Short-Term Bond ETF stock for Q1 2025, down 6% quarter-over-quarter.
  • 82 funds opened new Vanguard Short-Term Bond ETF positions in Q1 2025 and 86 closed out, a net change of -4 holders.
  • The largest Vanguard Short-Term Bond ETF buyer in Q1 2025 was Beacon Capital Management Inc (Ohio), an estimated $417M added.
  • The largest Vanguard Short-Term Bond ETF seller in Q1 2025 was JP Morgan Chase, an estimated $509M sold.

Based on aggregated 13F filings for Q1 2025.