We are live on ! Find out more
BSV icon

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
JWA
1101
JFS Wealth Advisors
Pennsylvania
$122K -$92.5K -1,192 -43%
RVM
1102
Robinson Value Management
Texas
$122K – – –
SRCM
1103
Signature Resources Capital Management
California
$121K – – –
RDFA
1104
Ritter Daniher Financial Advisory
Ohio
$118K – – –
MCM
1105
MidAtlantic Capital Management
Virginia
$116K – – –
SS
1106
Sunbelt Securities
Texas
$115K -$549K -7,071 -83%
TVWM
1107
Tower View Wealth Management
Wisconsin
$112K +$155 +2 +0.1%
DF
1108
Dunhill Financial
United Kingdom
$107K -$4.66K -60 -4%
KFP
1109
Keener Financial Planning
Texas
$106K +$5.82K +75 +6%
FFA
1110
Founders Financial Alliance
North Carolina
$105K -$1.16K -15 -1%
ETS
1111
ESL Trust Services
New York
$103K – – –
APW
1112
Aventura Private Wealth
Florida
$103K +$103K +1,330 New
PP
1113
Pacifica Partners
Canada
$99.8K – – –
B
1114
Birchbrook
Maine
$92.2K – – –
MCA
1115
Maryland Capital Advisors
Maryland
$91.9K – – –
CYG
1116
Clean Yield Group
Vermont
$91.9K – – –
WP
1117
WealthShield Partners
North Carolina
$90.2K +$1.01K +13 +1%
CFFP
1118
Center for Financial Planning
Michigan
$88.1K – – –
FRA
1119
Front Row Advisors
California
$87.5K +$931 +12 +1%
CIR
1120
Clear Investment Research
Georgia
$85.5K – – –
NFSG
1121
Newbridge Financial Services Group
Florida
$82.6K +$83K +1,069 New
CJ
1122
Caitlin John
Michigan
$80.7K – – –
VWM
1123
Vermillion Wealth Management
Minnesota
$79.3K +$79.6K +1,026 New
FMTCOCP
1124
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$79K +$79.1K +1,019 New
EWP
1125
Elevation Wealth Partners
California
$76.7K +$69.2K +892 +892%
43 44
45
46 47

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.