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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
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$4.3B +$66.6M +852,175 +2%
Morgan Stanley
2
Morgan Stanley
New York
$2.96B +$1.77B +22,673,541 +152%
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$2.68B +$191M +2,444,321 +8%
JP Morgan Chase
4
JP Morgan Chase
New York
$2.53B +$926M +11,848,817 +58%
AF
5
Allworth Financial
California
$1.47B +$20.9M +267,419 +1%
Empower Advisory Group
6
Empower Advisory Group
Colorado
$1.42B +$62.6M +800,357 +5%
Goldman Sachs
7
Goldman Sachs
New York
$1.3B -$217K -2,771 -0%
Northern Trust
8
Northern Trust
Illinois
$782M +$220M +2,819,966 +40%
Bank of America
9
Bank of America
North Carolina
$588M -$74.2M -948,446 -11%
LPL Financial
10
LPL Financial
California
$531M +$34.8M +445,359 +7%
TI
11
Truepoint Inc
Ohio
$505M +$6.1M +77,960 +1%
CAPTRUST Financial Advisors
12
CAPTRUST Financial Advisors
North Carolina
$424M +$27.2M +348,333 +7%
Wells Fargo
13
Wells Fargo
California
$387M -$24.5M -313,570 -6%
UCFA
14
United Capital Financial Advisors
Texas
$346M -$41.1M -525,101 -11%
Envestnet Portfolio Solutions
15
Envestnet Portfolio Solutions
Illinois
$339M -$24.7M -315,743 -7%
UBS Group
16
UBS Group
Switzerland
$276M +$8.3M +106,198 +3%
LNC
17
Lincoln National Corp
Pennsylvania
$272M -$5.23M -66,926 -2%
Raymond James Financial
18
Raymond James Financial
Florida
$258M +$14.4M +184,413 +6%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$246M +$1.32M +16,894 +0.5%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$233M +$3.3M +42,240 +1%
Corient Private Wealth
21
Corient Private Wealth
Florida
$224M -$26.6M -340,057 -10%
Cerity Partners
22
Cerity Partners
New York
$205M +$5.48M +70,079 +3%
SFA
23
Sequoia Financial Advisors
Ohio
$199M -$1.97M -25,145 -1%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$196M +$548K +7,004 +0.3%
MIM
25
MetLife Investment Management
New Jersey
$184M +$10.2M +130,000 +6%

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.