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Vanguard Short-Term Bond ETF

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: 130133 (+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: 1,2481,212 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
GLLW
126
Graves Light Lenhart Wealth
Virginia
$20.3M +$528K +6,797 +3%
BCWM
127
Bartlett & Co Wealth Management
Ohio
$20.3M +$728K +9,382 +4%
EI
128
Ellevest Inc
New York
$19.8M -$1.88M -24,282 -9%
NW
129
NewEdge Wealth
Pennsylvania
$19.5M +$5.04M +64,962 +35%
DWM
130
Dynasty Wealth Management
Florida
$19.5M +$12.9M +166,080 +200%
FHA
131
First Horizon Advisors
Tennessee
$19.3M -$814K -10,488 -4%
LFS
132
Lutz Financial Services
Nebraska
$19.2M -$62.4K -804 -0.3%
KLI
133
Kelman-Lazarov Inc
Tennessee
$19.1M +$612K +7,883 +3%
WDG
134
Wealth Dimensions Group
Ohio
$19.1M -$49K -631 -0.3%
Bank of Montreal
135
Bank of Montreal
Ontario, Canada
$18.5M +$246K +3,167 +1%
TPCW
136
TD Private Client Wealth
New York
$18.5M +$79.7K +1,027 +0.4%
OIA
137
OneDigital Investment Advisors
Kansas
$18.2M +$738K +9,512 +4%
OFS
138
OneAscent Financial Services
Alabama
$18.2M +$9.17M +118,135 +103%
B
139
BetterWealth
California
$17.9M +$400K +5,157 +2%
MWM
140
Modera Wealth Management
New Jersey
$17.7M -$120K -1,547 -0.7%
M&T Bank
141
M&T Bank
New York
$17.6M +$452K +5,818 +3%
MG
142
MilWealth Group
Wisconsin
$17.5M +$279K +3,589 +2%
FHC
143
Fort Henry Capital
West Virginia
$17.4M -$229K -2,949 -1%
THL
144
Tillman Hartley LLC
Colorado
$17M -$1M -12,895 -6%
WANY
145
Wealthspire Advisors (New York)
New York
$17M +$8.06M +103,809 +91%
TWC
146
TD Waterhouse Canada
Ontario, Canada
$16.9M +$114K +1,472 +0.7%
DPI
147
Diversified Portfolios Inc
Michigan
$16.9M -$7.99M -102,875 -32%
PFBT
148
Parkside Financial Bank & Trust
Missouri
$16.8M +$681K +8,772 +4%
Fidelity Investments
149
Fidelity Investments
Massachusetts
$16.8M +$15.9M +205,161 +2,068%
AWM
150
Apollon Wealth Management
South Carolina
$16.6M +$174K +2,243 +1%

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.