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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
Prudential Financial
1251
Prudential Financial
New Jersey
– -$15.4M -196,026 Closed
PNAA
1252
Pictet North America Advisors
Switzerland
– -$15.1M -192,147 Closed
WA
1253
Waterford Advisors
New York
– -$11.7M -148,894 Closed
Squarepoint
1254
Squarepoint
New York
– -$7.3M -92,828 Closed
DAS
1255
Dynamic Advisor Solutions
Arizona
– -$6.86M -87,205 Closed
SF
1256
SWP Financial
California
– -$6.06M -77,055 Closed
ACM
1257
AlphaStar Capital Management
North Carolina
– -$4.24M -53,920 Closed
KCPG
1258
Kavar Capital Partners Group
Kansas
– -$3.57M -45,359 Closed
Deutsche Bank
1259
Deutsche Bank
Germany
– -$3.24M -41,177 Closed
WS
1260
Wela Strategies
Georgia
– -$2.2M -28,016 Closed
BPC
1261
Banque Pictet & Cie
Switzerland
– -$1.63M -20,700 Closed
EGM
1262
Engineers Gate Manager
New York
– -$1.36M -17,319 Closed
FA
1263
FSA Advisors
Michigan
– -$1.19M -15,174 Closed
KAH
1264
Kathryn A. Hall
– -$731K -9,293 Closed
CCM
1265
Crabel Capital Management
California
– -$716K -9,094 Closed
OMC
1266
Old Mission Capital
Illinois
– -$654K -8,308 Closed
LG
1267
LaFleur & Godfrey
Michigan
– -$640K -8,128 Closed
LRWA
1268
Long Run Wealth Advisors
New York
– -$610K -7,750 Closed
MAM
1269
McCarthy Asset Management
California
– -$547K -6,947 Closed
CICC
1270
Capital Investment Counsel (Colorado)
Colorado
– -$540K -6,865 Closed
IPW
1271
Invictus Private Wealth
Colorado
– -$510K -6,478 Closed
WTA
1272
Washington Trust Advisors
Massachusetts
– -$501K -6,368 Closed
KDA
1273
Kraft Davis & Associates
Missouri
– -$391K -5,034 Closed
OC
1274
Opinicus Capital
Florida
– -$381K -4,841 Closed
FTUS
1275
Flow Traders U.S.
New York
– -$347K -4,409 Closed
49 50
51
52 53

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.