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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
GWMI
1076
Guardian Wealth Management (Illinois)
Illinois
$126K -$233 -3 -0.2%
OP
1077
ORG Partners
Indiana
$124K -$35.5K -457 -22%
HI
1078
Hoey Investments
Pennsylvania
$123K +$122K +1,568 +156,800%
CFFP
1079
Center for Financial Planning
Michigan
$122K +$32.8K +423 +37%
FFA
1080
Founders Financial Alliance
North Carolina
$121K +$14.1K +181 +13%
IWA
1081
Icon Wealth Advisors
Texas
$120K -$186K -2,395 -61%
RDFA
1082
Ritter Daniher Financial Advisory
Ohio
$120K
SRCM
1083
Signature Resources Capital Management
California
$115K -$7.76K -100 -6%
VWM
1084
Vermillion Wealth Management
Minnesota
$114K +$33.5K +431 +42%
TVWM
1085
Tower View Wealth Management
Wisconsin
$114K +$311 +4 +0.3%
BCMLT
1086
Beacon Capital Management LLC (Tennessee)
Tennessee
$113K -$28.3K -364 -20%
DF
1087
Dunhill Financial
United Kingdom
$109K
KFP
1088
Keener Financial Planning
Texas
$107K -$233 -3 -0.2%
CB
1089
Community Bank
New York
$106K -$20.6K -265 -16%
PP
1090
Pacifica Partners
Canada
$101K
HDIM
1091
Hanson & Doremus Investment Management
Vermont
$100K -$108K -1,389 -52%
FMTCOCP
1092
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$99K +$19K +245 +24%
AIP
1093
Ameritas Investment Partners
Nebraska
$98.6K -$33.5K -432 -26%
WP
1094
WealthShield Partners
North Carolina
$93.7K +$2.33K +30 +3%
B
1095
Birchbrook
Maine
$93.4K
CYG
1096
Clean Yield Group
Vermont
$93.1K
SS
1097
Sunbelt Securities
Texas
$91.6K -$24.3K -313 -21%
APW
1098
Aventura Private Wealth
Florida
$91.1K -$12.9K -166 -12%
FRA
1099
Front Row Advisors
California
$88.6K
CIR
1100
Clear Investment Research
Georgia
$86.7K

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.