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Vanguard Short-Term Bond ETF
BSV

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: 130 → 133 (+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: 1,248 → 1,212 (-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
–

Top Buyers

Rank Fund Capital Flow
1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
+$417M
2
AF
Allworth Financial
California
+$370M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$214M
4
SFA
Sequoia Financial Advisors
Ohio
+$173M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$91.7M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$509M
2
EP
Essential Planning
New Hampshire
-$368M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$177M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$90M
5
Northern Trust
Northern Trust
Illinois
-$80.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$4.22B -$177M -2,276,900 -4%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$2.48B +$214M +2,752,875 +10%
JP Morgan Chase
3
JP Morgan Chase
New York
$1.59B -$509M -6,554,040 -24%
AF
4
Allworth Financial
California
$1.44B +$370M +4,768,521 +35%
Empower Advisory Group
5
Empower Advisory Group
Colorado
$1.35B +$76M +978,455 +6%
Goldman Sachs
6
Goldman Sachs
New York
$1.3B +$6.01M +77,456 +0.5%
Morgan Stanley
7
Morgan Stanley
New York
$1.17B +$20.2M +260,579 +2%
Bank of America
8
Bank of America
North Carolina
$659M +$37.4M +482,230 +6%
BCMIO
9
Beacon Capital Management Inc (Ohio)
Ohio
$560M +$417M +5,376,301 +300%
Northern Trust
10
Northern Trust
Illinois
$557M -$80.4M -1,035,132 -13%
TI
11
Truepoint Inc
Ohio
$496M +$5.83M +75,092 +1%
LPL Financial
12
LPL Financial
California
$493M -$58.8M -757,488 -11%
Wells Fargo
13
Wells Fargo
California
$409M -$24M -309,815 -6%
CAPTRUST Financial Advisors
14
CAPTRUST Financial Advisors
North Carolina
$394M +$91.7M +1,181,318 +31%
UCFA
15
United Capital Financial Advisors
Texas
$385M -$19.1M -246,373 -5%
Envestnet Portfolio Solutions
16
Envestnet Portfolio Solutions
Illinois
$362M +$2.25M +29,017 +0.6%
LNC
17
Lincoln National Corp
Pennsylvania
$276M +$1.57M +20,230 +0.6%
UBS Group
18
UBS Group
Switzerland
$266M +$2.38M +30,683 +0.9%
Corient Private Wealth
19
Corient Private Wealth
Florida
$259M -$39.7M -511,300 -13%
SEI Investments
20
SEI Investments
Pennsylvania
$248M -$2.52M -32,515 -1%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$244M +$9.13M +117,659 +4%
Raymond James Financial
22
Raymond James Financial
Florida
$242M +$25.5M +329,062 +12%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$229M +$8.01M +103,162 +4%
SFA
24
Sequoia Financial Advisors
Ohio
$200M +$173M +2,234,266 +690%
Cerity Partners
25
Cerity Partners
New York
$198M +$22.3M +287,641 +13%
1
2 3 4 5

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.