We are live on ! Find out more
BSV icon

Vanguard Short-Term Bond ETF

1,227 hedge funds and large institutions have $31.6B invested in Vanguard Short-Term Bond ETF in 2025 Q2 according to their latest regulatory filings, with 110 funds opening new positions, 483 increasing their positions, 478 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 80

10% more capital invested

Capital invested by funds: $28.7B → $31.6B (+$2.85B)

1% more funds holding

Funds holding: 1,2111,227 (+16)

1% more repeat investments, than reductions

Existing positions increased: 483 | Existing positions reduced: 478

1.04% less ownership

Funds ownership: 82.89%81.85% (-1%)

3% less funds holding in top 10

Funds holding in top 10: 133129 (-4)

Holders
1,227
Holders Change
+16
Holders Change %
+1.32%
% of All Funds
16.16%
Holding in Top 10
129
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-3.01%
% of All Funds
1.7%
New
110
Increased
483
Reduced
478
Closed
80
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
B
126
BetterWealth
California
$19.3M +$1.25M +16,043 +7%
KLI
127
Kelman-Lazarov Inc
Tennessee
$19.1M -$126K -1,612 -0.7%
LFS
128
Lutz Financial Services
Nebraska
$19.1M -$223K -2,852 -1%
WDG
129
Wealth Dimensions Group
Ohio
$19M -$256K -3,276 -1%
Lido Advisors
130
Lido Advisors
California
$18.8M +$16.5M +210,996 +746%
SPIA
131
Steward Partners Investment Advisory
New York
$18.7M +$16.7M +213,554 +866%
OIA
132
OneDigital Investment Advisors
Kansas
$18.4M +$35.2K +450 +0.2%
MWM
133
Modera Wealth Management
New Jersey
$17.9M +$107K +1,363 +0.6%
M&T Bank
134
M&T Bank
New York
$17.5M -$135K -1,726 -0.8%
FHC
135
Fort Henry Capital
West Virginia
$17.4M -$30.7K -393 -0.2%
MG
136
MilWealth Group
Wisconsin
$17.4M -$141K -1,803 -0.8%
TWC
137
TD Waterhouse Canada
Ontario, Canada
$17.3M +$377K +4,817 +2%
BFP
138
Brewster Financial Planning
New York
$17.2M +$875K +11,193 +5%
AQR Capital Management
139
AQR Capital Management
Connecticut
$17.2M +$2.95M +37,724 +21%
AWM
140
Apollon Wealth Management
South Carolina
$17M +$258K +3,297 +2%
SC
141
Stephenson & Company
California
$17M +$1.28M +16,321 +8%
PFBT
142
Parkside Financial Bank & Trust
Missouri
$17M +$53.3K +682 +0.3%
EC
143
Estate Counselors
Wisconsin
$17M +$15.2M +194,845 +944%
Bank of Montreal
144
Bank of Montreal
Ontario, Canada
$16.7M -$1.83M -23,398 -10%
EA
145
Evolution Advisers
Virginia
$16.3M +$312K +3,992 +2%
TPCW
146
TD Private Client Wealth
New York
$16.2M -$2.33M -29,839 -13%
NL
147
NWAM LLC
Washington
$16.1M +$3.75M +47,922 +30%
HIA
148
HTG Investment Advisors
Connecticut
$16M +$580K +7,413 +4%
WWM
149
Wiser Wealth Management
Georgia
$15.9M +$263K +3,361 +2%
FMII
150
Farmers & Merchants Investments Inc
Nebraska
$15.9M

BSV Hedge Fund Activity: Q2 2025 in Review

1,227 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Bond ETF (BSV) for Q2 2025, worth a combined $31.6B — up 9.9% from $28.7B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new BSV positions and 80 closed out — a net gain of 30 holders — while 483 added to existing stakes and 478 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.77B. The largest seller was Beacon Capital Management Inc (Ohio), cutting an estimated $384M.

  • 1,227 institutional investors held Vanguard Short-Term Bond ETF (BSV) as of Q2 2025, up from 1,211 in Q1 2025.
  • Funds reported $31.6B of Vanguard Short-Term Bond ETF stock for Q2 2025, up 9.9% quarter-over-quarter.
  • 110 funds opened new Vanguard Short-Term Bond ETF positions in Q2 2025 and 80 closed out, a net change of +30 holders.
  • The largest Vanguard Short-Term Bond ETF buyer in Q2 2025 was Morgan Stanley, an estimated $1.77B added.
  • The largest Vanguard Short-Term Bond ETF seller in Q2 2025 was Beacon Capital Management Inc (Ohio), an estimated $384M sold.

Based on aggregated 13F filings for Q2 2025.