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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
ML
1276
Mayport LLC
Massachusetts
– -$343K -4,360 Closed
MLRA
1277
Main Line Retirement Advisors
Montana
– -$327K -4,150 Closed
PIA
1278
Petredis Investment Advisors
Pennsylvania
– -$323K -4,103 Closed
SEIA
1279
Signature Estate & Investment Advisors
California
– -$319K -4,051 Closed
WW
1280
Waterfront Wealth
Kansas
– -$303K -3,900 Closed
ODA
1281
One Degree Advisors
California
– -$282K -3,580 Closed
IP
1282
Intellectus Partners
California
– -$275K -3,500 Closed
FSWA
1283
Financial Synergies Wealth Advisors
Texas
– -$260K -3,308 Closed
NAS
1284
Nicolet Advisory Services
Wisconsin
– -$254K -3,236 Closed
BF
1285
Blankinship & Foster
California
– -$253K -3,220 Closed
BFA
1286
Brendel Financial Advisors
New Hampshire
– -$242K -3,077 Closed
CPP
1287
Capasso Planning Partners
South Carolina
– -$241K -3,067 Closed
CIC
1288
Cutler Investment Counsel
Oregon
– -$239K -3,038 Closed
BI
1289
Bramshill Investments
Florida
– -$236K -3,000 Closed
EIP
1290
Easterly Investment Partners
Massachusetts
– -$236K -3,000 Closed
SFC
1291
Strategic Financial Concepts
Texas
– -$236K -2,995 Closed
MFS
1292
McNamara Financial Services
Massachusetts
– -$229K -2,906 Closed
WIC
1293
Woodmont Investment Counsel
Tennessee
– -$226K -2,876 Closed
CNBT
1294
Canandaigua National Bank & Trust
New York
– -$225K -2,858 Closed
UF
1295
Univest Financial
Pennsylvania
– -$213K -2,709 Closed
ST
1296
Spinnaker Trust
Maine
– -$207K -2,630 Closed
GLA
1297
Good Life Advisors
Pennsylvania
– -$205K -2,603 Closed
CCT
1298
Capital City Trust
Florida
– -$203K -2,578 Closed
HIC
1299
Holderness Investments Company
North Carolina
– -$201K -2,560 Closed
CPA
1300
Clear Point Advisors
New York
– -$201K -2,556 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.