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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
FS
1226
Financially Speaking
Colorado
$3.94K +$3.96K +51 New
LB
1227
Legacy Bridge
Iowa
$3.86K – – –
NWWA
1228
New Wave Wealth Advisors
Arkansas
$3.86K +$3.88K +50 New
ITIM
1229
Indiana Trust & Investment Management
Indiana
$3.71K – – –
FWM
1230
FSA Wealth Management
Massachusetts
$3.65K – – –
AEPWM
1231
Atlantic Edge Private Wealth Management
Florida
$3.48K – – –
TRCT
1232
Tower Research Capital (TRC)
New York
$3.4K -$6.52K -84 -66%
PMFA
1233
Plante Moran Financial Advisors
Michigan
$3.01K +$3.03K +39 New
VWM
1234
Venturi Wealth Management
Texas
$2.32K – – –
RS
1235
Rakuten Securities
Japan
$2.01K +$1.16K +15 +136%
HWM
1236
Hemington Wealth Management
Virginia
$2K – – –
FFC
1237
First Financial Corp
Indiana
$1.93K – – –
NS
1238
NBC Securities
Alabama
$1.38K -$1.45M -18,718 -100%
4FG
1239
4Thought Financial Group
New York
$1.37K +$155 +2 +13%
MAM
1240
Marquette Asset Management
Minnesota
$1.31K – – –
DCM
1241
Davis Capital Management
Florida
$1.16K – – –
SIC
1242
Salem Investment Counselors
North Carolina
$1.14K +$1.16K +15 New
CA
1243
Centerpoint Advisors
Massachusetts
$1K -$86K -1,108 -98%
IBOK
1244
Independence Bank of Kentucky
Kentucky
$773 +$776 +10 New
VWWMG
1245
Vermillion & White Wealth Management Group
Pennsylvania
$695 – – –
ICCON
1246
Investment Counsel Company of Nevada
Nevada
$387 +$388 +5 New
SC
1247
Swan Capital
Florida
$250 -$233 -3 -50%
GCM
1248
Gables Capital Management
Florida
$77 – – –
SFC
1249
SYM Financial Corp
Indiana
$77 +$78 +1 New
HI
1250
Hoey Investments
Pennsylvania
$49 – – –
48 49
50
51 52

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.