BSV icon

Vanguard Short-Term Bond ETF
BSV

Overview Fund Activity

1,198 hedge funds and large institutions have $29B invested in Vanguard Short-Term Bond ETF in 2023 Q4 according to their latest regulatory filings, with 176 funds opening new positions, 400 increasing their positions, 515 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,198
Holders Change
+75
Holders Change %
+6.68%
% of All Funds
17.56%
Holding in Top 10
139
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+6.92%
% of All Funds
2.04%
New
176
Increased
400
Reduced
515
Closed
82
Calls
$709K
Puts
–
Net Calls
+$709K
Net Calls Change
+$393K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$4.46B
2
Goldman Sachs
Goldman Sachs
New York
$2.13B
3
Northern Trust
Northern Trust
Illinois
$677M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
$1.6B
5
MIS
Morningstar Investment Services
Illinois
$290M

Top Sellers

1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$24M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$3.58B
3
UCFA
United Capital Financial Advisors
Texas
$415M
4
Osaic Holdings
Osaic Holdings
Arizona
$196M
5
Empower Advisory Group
Empower Advisory Group
Colorado
$1.02B
Name Holding Trade Value Shares
Change 		Shares
Change %
GCM
1201
Gables Capital Management
Florida
$77 – – –
BOC
1202
Bull Oak Capital
California
$3 -$2.19M -29,163 Closed
CI
1203
CX Institutional
Indiana
– -$33M -438,589 Closed
HWA
1204
Heartwood Wealth Advisors
Virginia
– -$20.5M -273,097 Closed
TFA
1205
Tranquilli Financial Advisor
New Jersey
– -$11M -146,767 Closed
CWM
1206
Concentric Wealth Management
California
– -$5.53M -73,553 Closed
GWP
1207
Gateway Wealth Partners
Wisconsin
– -$5.15M -68,498 Closed
OPWM
1208
Oakwell Private Wealth Management
Texas
– -$4.3M -57,184 Closed
GAM
1209
Gotham Asset Management
New York
– -$4.24M -56,438 Closed
WDC
1210
Woodward Diversified Capital
California
– -$3.31M -44,002 Closed
REMPR
1211
Roof Eidam Maycock Peralta (REMP)
California
– -$2.71M -36,075 Closed
Renaissance Technologies
1212
Renaissance Technologies
New York
– -$2.59M -34,500 Closed
SFS
1213
Sowell Financial Services
Arkansas
– -$1.82M -24,242 Closed
PF
1214
Phoenix Financial
Israel
– -$1.73M -23,084 Closed
AIP
1215
Almanack Investment Partners
Pennsylvania
– -$1.69M -22,443 Closed
BS
1216
Banco Santander
Spain
– -$1.58M -20,959 Closed
CWAG
1217
Compton Wealth Advisory Group
Virginia
– -$1.46M -19,399 Closed
KCPG
1218
Kavar Capital Partners Group
Kansas
– -$1.19M -15,815 Closed
RAG
1219
RIA Advisory Group
Iowa
– -$1.12M -14,875 Closed
IC
1220
IEQ Capital
California
– -$1.02M -13,564 Closed
LPT
1221
Legacy Private Trust
Wisconsin
– -$848K -11,279 Closed
Mackenzie Financial
1222
Mackenzie Financial
Ontario, Canada
– -$814K -10,900 Closed
MAM
1223
McLean Asset Management
Virginia
– -$766K -10,189 Closed
PA
1224
Parkside Advisors
California
– -$593K -7,895 Closed
CWG
1225
Cornerstone Wealth Group
North Carolina
– -$509K -6,777 Closed
47 48
49
50 51