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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
SWM
1051
Sterling Wealth Management
Illinois
$213K -$41.1K -529 -16%
AMM
1052
American Money Management
California
$213K -$214K -2,753 -50%
SWM
1053
Seaside Wealth Management
California
$213K +$2.33K +30 +1%
GAA
1054
Guardian Asset Advisors
Pennsylvania
$211K +$211K +2,720 New
STA
1055
Smith Thornton Advisors
Alabama
$211K +$10.1K +130 +5%
MMCM
1056
Murphy & Mullick Capital Management
New York
$210K +$211K +2,720 New
ECM
1057
Evergreen Capital Management
Washington
$208K – – –
LPAM
1058
Lodestar Private Asset Management
California
$208K +$209K +2,690 New
SW
1059
Signify Wealth
Missouri
$207K -$15K -193 -7%
LA
1060
Latitude Advisors
Florida
$206K -$2.41K -31 -1%
DIM
1061
Delta Investment Management
California
$206K -$44.4K -572 -18%
ESB
1062
Essex Savings Bank
Connecticut
$206K – – –
HDIM
1063
Hanson & Doremus Investment Management
Vermont
$206K -$137K -1,765 -40%
EWA
1064
Emergent Wealth Advisors
New York
$205K +$1.55K +20 +0.8%
DAS
1065
Diversify Advisory Services
Utah
$205K -$32.4K -418 -14%
ARC
1066
Advisor Resource Council
Texas
$204K +$205K +2,635 New
RFS
1067
Richardson Financial Services
Massachusetts
$203K -$184K -2,367 -47%
OPPS
1068
Obsidian Personal Planning Solutions
Maryland
$203K +$2.41K +31 +1%
AG
1069
AmeriFlex Group
Nevada
$203K +$203K +2,612 New
GC
1070
Gibson Capital
Pennsylvania
$202K – – –
BWM
1071
BNC Wealth Management
Oregon
$202K +$203K +2,617 New
PNC
1072
Park National Corp
Ohio
$202K -$74.6K -961 -27%
PPC
1073
Park Place Capital
Alabama
$202K +$203K +2,614 New
GFL
1074
Granite FO LLC
New Hampshire
$201K +$2.41K +31 +1%
WWP
1075
Waypoint Wealth Partners
California
$200K +$201K +2,592 New
41 42
43
44 45

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.