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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
CT
1076
Colonial Trust
South Carolina
$197K -$21K -270 -10%
PSFG
1077
Park Square Financial Group
Georgia
$194K +$195K +2,516 New
LAM
1078
Lummis Asset Management
Texas
$190K – – –
RWPA
1079
Richard W. Paul & Associates
Michigan
$190K +$8.07K +104 +4%
PCMC
1080
Private Capital Management (Colorado)
Colorado
$186K +$39.6K +510 +27%
TAM
1081
Tucker Asset Management
Colorado
$185K +$140K +1,806 +310%
ME
1082
McIlrath & Eck
Washington
$178K -$41.8K -538 -19%
OCM
1083
Orion Capital Management
California
$172K -$188K -2,428 -52%
OA
1084
Operose Advisors
Wisconsin
$170K +$40.8K +526 +31%
HIA
1085
Harbor Investment Advisory
Maryland
$161K – – –
RMP
1086
Richards, Merrill & Peterson
Washington
$161K +$161K +2,078 New
SWM
1087
Sugarloaf Wealth Management
Georgia
$159K -$67.4K -868 -30%
OP
1088
ORG Partners
Indiana
$158K -$15.6K -201 -9%
HFS
1089
Hantz Financial Services
Michigan
$154K +$153K +1,968 +10,358%
RBC
1090
Roble Belko & Company
Pennsylvania
$146K +$69.6K +897 +90%
BOJHT
1091
Bank of Jackson Hole Trust
Wyoming
$141K +$141K +1,820 New
CAS
1092
Coppell Advisory Solutions
Texas
$140K -$61.6K -794 -30%
BCMLT
1093
Beacon Capital Management LLC (Tennessee)
Tennessee
$140K -$17.9K -231 -11%
CT
1094
Coastline Trust
Rhode Island
$140K – – –
AIP
1095
Ameritas Investment Partners
Nebraska
$131K -$209K -2,696 -61%
JFA
1096
JNBA Financial Advisors
Minnesota
$131K -$103K -1,323 -44%
OC
1097
Oarsman Capital
Wisconsin
$129K – – –
OPTFSNA
1098
Old Point Trust & Financial Services N A
Virginia
$129K +$130K +1,672 New
CB
1099
Community Bank
New York
$125K – – –
GWMI
1100
Guardian Wealth Management (Illinois)
Illinois
$124K -$4.35K -56 -3%
42 43
44
45 46

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.