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Vanguard Short-Term Bond ETF
BSV

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: 130 → 133 (+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: 1,248 → 1,212 (-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
–

Top Buyers

Rank Fund Capital Flow
1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
+$417M
2
AF
Allworth Financial
California
+$370M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$214M
4
SFA
Sequoia Financial Advisors
Ohio
+$173M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$91.7M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$509M
2
EP
Essential Planning
New Hampshire
-$368M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$177M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$90M
5
Northern Trust
Northern Trust
Illinois
-$80.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
TSS
1226
Two Sigma Securities
New York
– -$852K -11,026 Closed
NYLIM
1227
New York Life Investment Management
New York
– -$846K -10,951 Closed
Vontobel Holding
1228
Vontobel Holding
Switzerland
– -$773K -10,000 Closed
MWA
1229
Merkkuri Wealth Advisors
New York
– -$725K -9,378 Closed
Fisher Asset Management
1230
Fisher Asset Management
Washington
– -$589K -7,624 Closed
HCM
1231
Howland Capital Management
Massachusetts
– -$578K -7,474 Closed
MECA
1232
Miller Equity Capital Advisors
Texas
– -$527K -6,825 Closed
PHAM
1233
Palisades Hudson Asset Management
Florida
– -$480K -6,206 Closed
RL
1234
Retireful LLC
Michigan
– -$441K -5,711 Closed
QPW
1235
Quantum Private Wealth
Florida
– -$375K -4,847 Closed
OWA
1236
Oak Wealth Advisors
Illinois
– -$358K -4,638 Closed
SW
1237
SVB Wealth
Massachusetts
– -$354K -4,582 Closed
ITB
1238
Idaho Trust Bank
Idaho
– -$350K -4,530 Closed
AT
1239
American Trust
Kentucky
– -$347K -4,487 Closed
BWS
1240
Broadway Wealth Solutions
Texas
– -$340K -4,397 Closed
EL
1241
Essex LLC
Illinois
– -$331K -4,285 Closed
BFIM
1242
Beese Fulmer Investment Management
Ohio
– -$316K -4,093 Closed
CP
1243
Cumberland Partners
Ontario, Canada
– -$309K -4,005 Closed
FF
1244
Friedenthal Financial
New Jersey
– -$297K -3,850 Closed
CSIC
1245
Clifford Swan Investment Counsel
California
– -$296K -3,835 Closed
QC
1246
Quadrature Capital
United Kingdom
– -$283K -3,662 Closed
FLPIM
1247
F.L. Putnam Investment Management
Massachusetts
– -$276K -3,568 Closed
GSWM
1248
Greenup Street Wealth Management
Michigan
– -$257K -3,329 Closed
SGCA
1249
Steel Grove Capital Advisors
Tennessee
– -$251K -3,254 Closed
EP
1250
Edgestream Partners
New Jersey
– -$238K -3,079 Closed
48 49
50
51 52

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.