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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
Legacy Financial Group (Iowa)
176
Legacy Financial Group (Iowa)
Iowa
$13.4M +$158K +2,036 +1%
TWA
177
Trellis Wealth Advisors
California
$13.4M +$70.9K +913 +0.5%
BCM
178
Brookstone Capital Management
Illinois
$13.3M +$963K +12,405 +8%
ONB
179
Old National Bancorp
Indiana
$13.2M -$9.31M -119,884 -42%
EC
180
Eaton-Cambridge
Arizona
$12.9M -$73.4K -946 -0.6%
CB
181
Commerce Bank
Missouri
$12.7M +$1.05M +13,536 +9%
WA
182
Waterford Advisors
New York
$12.6M +$12.5M +160,970 New
VOYA Investment Management
183
VOYA Investment Management
Georgia
$12.6M -$641K -8,256 -5%
CMBA
184
C.M. Bidwell & Associates
Hawaii
$12.5M +$285K +3,668 +2%
Man Group
185
Man Group
United Kingdom
$12.4M +$4.68M +60,313 +61%
CIA
186
Concurrent Investment Advisors
Florida
$12.3M +$2.35M +30,252 +24%
NL
187
NWAM LLC
Washington
$12.3M -$3.26M -41,987 -21%
EI
188
eCIO Inc
Wisconsin
$12.3M +$12.2M +156,788 New
SWM
189
SigFig Wealth Management
California
$12.2M -$77.2K -994 -0.6%
RW
190
REDW Wealth
New Mexico
$12.2M -$257K -3,305 -2%
DCM
191
Disciplina Capital Management
Tennessee
$12.2M +$5.42M +69,778 +82%
CL
192
Choreo LLC
Illinois
$12.1M -$3.12M -40,234 -21%
APCM
193
Alaska Permanent Capital Management
Alaska
$12M +$521K +6,709 +5%
LIM
194
Leavell Investment Management
Alabama
$11.8M +$274K +3,535 +2%
EWA
195
Elevate Wealth Advisory
Georgia
$11.7M +$496K +6,389 +4%
CA
196
Clune & Associates
Illinois
$11.7M +$877K +11,298 +8%
CIP
197
Cornerstone Investment Partners
Georgia
$11.6M -$13.8M -177,917 -55%
FA
198
Fortis Advisors
Pennsylvania
$11.5M -$148K -1,905 -1%
ERIC
199
Eagle Rock Investment Company
Georgia
$11.5M -$13M -167,557 -53%
FFN
200
Focus Financial Network
Minnesota
$11.4M -$311 -4 -0%

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.