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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
MSF
151
Mustard Seed Financial
Arkansas
$15.6M +$113K +1,443 +0.7%
SOAG
152
Silver Oak Advisory Group
Oregon
$15.6M +$501K +6,404 +3%
RB
153
Richmond Brothers
Michigan
$15.5M -$12.3M -157,889 -45%
PD
154
Planning Directions
Pennsylvania
$15.3M -$184K -2,351 -1%
Financial Engines Advisors
155
Financial Engines Advisors
California
$15.2M -$5.39M -68,947 -26%
LFA
156
Level Financial Advisors
New York
$15.1M +$910K +11,637 +6%
SWA
157
Safir Wealth Advisors
New Hampshire
$15M +$267K +3,420 +2%
THL
158
Tillman Hartley LLC
Colorado
$15M -$2.13M -27,298 -13%
AWA
159
Alaska Wealth Advisors
Alaska
$15M +$2.27K +29 +0%
DPI
160
Diversified Portfolios Inc
Michigan
$14.8M -$2.16M -27,612 -13%
ML
161
McAdam LLC
Pennsylvania
$14.8M +$666K +8,523 +5%
YAL
162
Your Advocates Ltd
Texas
$14.5M +$237K +3,033 +2%
BCM
163
Brookstone Capital Management
Illinois
$14.5M +$1.08M +13,781 +8%
SC
164
SouthState Corp
Florida
$14.5M +$5.53M +70,771 +63%
AAM
165
Austin Asset Management
Texas
$14.4M -$159K -2,032 -1%
PAG
166
Private Advisor Group
New Jersey
$14.3M +$464K +5,941 +3%
KL
167
KWMG LLC
Kansas
$14.3M +$4.45M +56,868 +45%
RA
168
RFG Advisory
Alabama
$14M +$3.63M +46,403 +35%
PNC Financial Services Group
169
PNC Financial Services Group
Pennsylvania
$13.8M -$803K -10,270 -6%
DCM
170
Disciplina Capital Management
Tennessee
$13.8M +$1.55M +19,794 +13%
MPIA
171
Mountain Pacific Investment Advisers
Idaho
$13.7M -$217K -2,776 -2%
TWA
172
Trellis Wealth Advisors
California
$13.6M +$176K +2,256 +1%
EC
173
Eaton-Cambridge
Arizona
$13.6M +$619K +7,914 +5%
CIA
174
Concurrent Investment Advisors
Florida
$13.5M +$1.12M +14,289 +9%
Legacy Financial Group (Iowa)
175
Legacy Financial Group (Iowa)
Iowa
$13.5M +$14.2K +182 +0.1%

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.