BSV icon

Vanguard Short-Term Bond ETF
BSV

Overview Fund Activity

1,150 hedge funds and large institutions have $25.8B invested in Vanguard Short-Term Bond ETF in 2024 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 476 increasing their positions, 475 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,150
Holders Change
-48
Holders Change %
-4.01%
% of All Funds
16.67%
Holding in Top 10
121
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-12.95%
% of All Funds
1.75%
New
67
Increased
476
Reduced
475
Closed
94
Calls
$621K
Puts
–
Net Calls
+$621K
Net Calls Change
-$88K

Top Buyers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$1.81B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$3.71B
3
Northern Trust
3
Northern Trust
Illinois
$803M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$116M
5
Empower Advisory Group
5
Empower Advisory Group
Colorado
$1.05B

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.14B
2
Goldman Sachs
2
Goldman Sachs
New York
$1.47B
3
MIS
3
Morningstar Investment Services
Illinois
$135M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$1.01B
5
Osaic Holdings
5
Osaic Holdings
Arizona
$81.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFT
101
Moisand Fitzgerald Tamayo
Florida
$24.1M +$12M +156,698 +100%
ERIC
102
Eagle Rock Investment Company
Georgia
$24M +$1.42M +18,515 +6%
PP
103
PDS Planning
Ohio
$24M +$143K +1,863 +0.6%
BFA
104
Bluestem Financial Advisors
Illinois
$24M +$381K +4,965 +2%
FHA
105
First Horizon Advisors
Tennessee
$24M -$1.19M -15,511 -5%
Squarepoint
106
Squarepoint
New York
$23.1M +$4.68M +61,048 +25%
CA
107
Cetera Advisors
Colorado
$23M +$15.2M +198,285 +195%
CFB
108
Cullen/Frost Bankers
Texas
$23M -$11.7M -152,393 -34%
VFA
109
Voya Financial Advisors
Connecticut
$22.7M +$1.25M +16,293 +6%
PNAA
110
Pictet North America Advisors
Switzerland
$22.7M +$22.7M +295,610 New
Mariner
111
Mariner
Kansas
$22.6M -$80.7K -1,053 -0.4%
PPW
112
Presilium Private Wealth
Pennsylvania
$22.5M +$2.16M +28,158 +11%
FHC
113
Fort Henry Capital
West Virginia
$22.2M +$896K +11,681 +4%
ABC
114
Associated Banc-Corp
Wisconsin
$21.6M +$737K +9,618 +4%
OPS
115
Orion Portfolio Solutions
Nebraska
$21.4M +$712K +9,290 +3%
BCI
116
Brinker Capital Investments
Pennsylvania
$21.4M +$712K +9,290 +3%
BPA
117
Beacon Pointe Advisors
California
$20.9M -$320K -4,178 -2%
NOI
118
Newton One Investments
Delaware
$20.6M +$1.21M +15,766 +6%
KL
119
KWMG LLC
Kansas
$20.6M +$653K +8,521 +3%
BCMIO
120
Beacon Capital Management Inc (Ohio)
Ohio
$20.6M -$3.21M -42,029 -13%
RWM
121
Rockwood Wealth Management
Pennsylvania
$20.3M +$4.35M +56,680 +27%
BCWM
122
Bartlett & Co Wealth Management
Ohio
$20.3M +$127K +1,660 +0.6%
Fifth Third Bancorp
123
Fifth Third Bancorp
Ohio
$20.2M -$2.78M -36,267 -12%
Bank of Montreal
124
Bank of Montreal
Ontario, Canada
$20M -$1.15M -15,026 -5%
Vanguard Group
125
Vanguard Group
Pennsylvania
$19.6M +$6.94M +90,476 +55%
3 4
5
6 7