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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
FHC
151
First Heartland Consultants
Missouri
$16.4M -$6.87M -88,552 -30%
BFP
152
Brewster Financial Planning
New York
$16.3M +$311K +4,011 +2%
TIAA Trust, National Association
153
TIAA Trust, National Association
North Carolina
$16.1M +$102K +1,309 +0.6%
HWM
154
Hohimer Wealth Management
Washington
$15.8M -$8.26M -106,455 -35%
FMII
155
Farmers & Merchants Investments Inc
Nebraska
$15.8M -$11.3K -146 -0.1%
EA
156
Evolution Advisers
Virginia
$15.7M +$853K +10,988 +6%
SC
157
Stephenson & Company
California
$15.6M +$184K +2,375 +1%
WWM
158
Wiser Wealth Management
Georgia
$15.5M +$645K +8,305 +4%
MSF
159
Mustard Seed Financial
Arkansas
$15.4M -$183K -2,356 -1%
PD
160
Planning Directions
Pennsylvania
$15.4M -$4.37M -56,309 -22%
HIA
161
HTG Investment Advisors
Connecticut
$15.4M +$432K +5,560 +3%
SOAG
162
Silver Oak Advisory Group
Oregon
$15M +$77.4K +997 +0.5%
AWA
163
Alaska Wealth Advisors
Alaska
$14.9M +$1.2M +15,480 +9%
SWA
164
Safir Wealth Advisors
New Hampshire
$14.7M +$898K +11,574 +7%
PNC Financial Services Group
165
PNC Financial Services Group
Pennsylvania
$14.6M -$2.2M -28,395 -13%
AAM
166
Austin Asset Management
Texas
$14.5M -$2.02M -25,977 -12%
SFMG
167
Sage Financial Management Group
Virginia
$14.2M +$161K +2,078 +1%
CFA
168
Cahill Financial Advisors
Minnesota
$14.2M -$786K -10,128 -5%
YAL
169
Your Advocates Ltd
Texas
$14.2M +$211K +2,718 +2%
AQR Capital Management
170
AQR Capital Management
Connecticut
$14.1M +$2.55M +32,903 +22%
LFA
171
Level Financial Advisors
New York
$14.1M +$295K +3,798 +2%
ML
172
McAdam LLC
Pennsylvania
$14.1M -$1.19M -15,379 -8%
MPIA
173
Mountain Pacific Investment Advisers
Idaho
$13.8M -$1.71K -22 -0%
PAG
174
Private Advisor Group
New Jersey
$13.8M -$164K -2,107 -1%
BHWM
175
Bay Harbor Wealth Management
Maryland
$13.5M +$481K +6,200 +4%

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.