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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
LCWP
1251
Legacy Capital Wealth Partners
Arkansas
– -$233K -3,018 Closed
FBB
1252
Fulton Breakefield Broenniman
Maryland
– -$228K -2,952 Closed
WTB
1253
Washington Trust Bank
Washington
– -$227K -2,935 Closed
VCM
1254
Verde Capital Management
Michigan
– -$222K -2,877 Closed
HFS
1255
Hoge Financial Services
Pennsylvania
– -$217K -2,808 Closed
RCAG
1256
Rehmann Capital Advisory Group
Michigan
– -$217K -2,807 Closed
CAM
1257
Chandler Asset Management
California
– -$216K -2,795 Closed
LHWM
1258
Lake Hills Wealth Management
Texas
– -$216K -2,794 Closed
CF
1259
Conquis Financial
California
– -$215K -2,784 Closed
XT
1260
XTX Topco
Cayman Islands
– -$215K -2,777 Closed
SWM
1261
Seaside Wealth Management
California
– -$213K -2,752 Closed
ECM
1262
Evergreen Capital Management
Washington
– -$208K -2,691 Closed
LA
1263
Latitude Advisors
Florida
– -$206K -2,672 Closed
DIM
1264
Delta Investment Management
California
– -$206K -2,671 Closed
ESB
1265
Essex Savings Bank
Connecticut
– -$206K -2,669 Closed
DAS
1266
Diversify Advisory Services
Utah
– -$205K -2,657 Closed
ARC
1267
Advisor Resource Council
Texas
– -$204K -2,635 Closed
GC
1268
Gibson Capital
Pennsylvania
– -$202K -2,620 Closed
PPC
1269
Park Place Capital
Alabama
– -$202K -2,614 Closed
HFS
1270
Hantz Financial Services
Michigan
– -$154K -1,987 Closed
CAS
1271
Coppell Advisory Solutions
Texas
– -$140K -1,817 Closed
OC
1272
Oarsman Capital
Wisconsin
– -$129K -1,675 Closed
JWA
1273
JFS Wealth Advisors
Pennsylvania
– -$122K -1,578 Closed
MCM
1274
MidAtlantic Capital Management
Virginia
– -$116K -1,506 Closed
CJ
1275
Caitlin John
Michigan
– -$80.7K -1,044 Closed
49 50
51
52 53

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.