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Vanguard Short-Term Bond ETF

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: 130133 (+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: 1,2481,212 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
BWM
1051
BNC Wealth Management
Oregon
$205K
PNC
1052
Park National Corp
Ohio
$205K
DWM
1053
Dopkins Wealth Management
New York
$205K -$28.6K -368 -12%
SL
1054
Sentinus LLC
Illinois
$204K -$95.4K -1,229 -32%
WWP
1055
Waypoint Wealth Partners
California
$203K
AWMNY
1056
Arcadia Wealth Management (New York)
New York
$202K +$201K +2,584 New
BOJHT
1057
Bank of Jackson Hole Trust
Wyoming
$202K +$59.5K +766 +42%
CCT
1058
Capital City Trust
Florida
$202K +$200K +2,578 New
MWM
1059
McMill Wealth Management
Nebraska
$200K +$199K +2,561 New
AWM
1060
Accel Wealth Management
Iowa
$200K -$25.2K -325 -11%
PSFG
1061
Park Square Financial Group
Georgia
$197K
LAM
1062
Lummis Asset Management
Texas
$193K
OA
1063
Operose Advisors
Wisconsin
$191K +$18.1K +233 +11%
RWPA
1064
Richard W. Paul & Associates
Michigan
$185K -$7.3K -94 -4%
WTFG
1065
Wood Tarver Financial Group
Idaho
$183K -$154K -1,988 -46%
RMP
1066
Richards, Merrill & Peterson
Washington
$163K
RBC
1067
Roble Belko & Company
Pennsylvania
$148K
CT
1068
Coastline Trust
Rhode Island
$142K
CWP
1069
Clark Wealth Partners
Illinois
$141K +$140K +1,799 New
MIA
1070
MeadowBrook Investment Advisors
Michigan
$140K -$309K -3,975 -69%
ETS
1071
ESL Trust Services
New York
$136K +$31.1K +400 +30%
PS
1072
Pinney & Scofield
Massachusetts
$133K +$79.9K +1,029 +155%
DFC
1073
DB Fitzpatrick & Co
Idaho
$133K -$94.5K -1,218 -42%
JFA
1074
JNBA Financial Advisors
Minnesota
$132K
CT
1075
Colonial Trust
South Carolina
$128K -$71.5K -921 -36%

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.