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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
DWM
1026
Dopkins Wealth Management
New York
$230K +$232K +2,983 New
RTL
1027
Red Tortoise LLC
Georgia
$230K +$36.7K +473 +19%
HIP
1028
HUB Investment Partners
Texas
$228K +$229K +2,953 New
CIA
1029
Cape Investment Advisory
Georgia
$228K +$115K +1,483 +101%
FBB
1030
Fulton Breakefield Broenniman
Maryland
$228K +$229K +2,952 New
BFS
1031
Baskin Financial Services
Ontario, Canada
$228K – – –
WTB
1032
Washington Trust Bank
Washington
$227K -$31.7K -408 -12%
NCM
1033
NCM Capital Management
New Jersey
$225K – – –
DFC
1034
DB Fitzpatrick & Co
Idaho
$225K -$1.09K -14 -0.5%
AWM
1035
Accel Wealth Management
Iowa
$223K +$621 +8 +0.3%
VCM
1036
Verde Capital Management
Michigan
$222K -$22.8K -294 -9%
TBWA
1037
Three Bridge Wealth Advisors
California
$221K +$2.64K +34 +1%
JFGIW
1038
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$220K -$1.98M -25,489 -90%
KFS
1039
Keynote Financial Services
Connecticut
$218K -$6.21K -80 -3%
WFM
1040
Wolff Financial Management
Michigan
$218K -$41.5K -535 -16%
DWM
1041
Drive Wealth Management
Utah
$217K -$2.48K -32 -1%
HNWAG
1042
High Net Worth Advisory Group
Florida
$217K -$54.3K -700 -20%
HFS
1043
Hoge Financial Services
Pennsylvania
$217K +$2.56K +33 +1%
RCAG
1044
Rehmann Capital Advisory Group
Michigan
$217K +$218K +2,807 New
CPG
1045
Cornerstone Planning Group
New Jersey
$216K -$25.1K -324 -10%
CAM
1046
Chandler Asset Management
California
$216K -$40K -515 -16%
LHWM
1047
Lake Hills Wealth Management
Texas
$216K +$217K +2,794 New
CF
1048
Conquis Financial
California
$215K +$216K +2,784 New
XT
1049
XTX Topco
Cayman Islands
$215K +$216K +2,777 New
HR
1050
Howe & Rusling
New York
$214K -$34.5K -445 -14%
40 41
42
43 44

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.