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Vanguard Short-Term Bond ETF

1,212 hedge funds and large institutions have $30.3B invested in Vanguard Short-Term Bond ETF in 2025 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 545 increasing their positions, 412 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more repeat investments, than reductions

Existing positions increased: 545 | Existing positions reduced: 412

8% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 78

4% less capital invested

Capital invested by funds: $31.6B → $30.3B (-$1.3B)

1% less funds holding

Funds holding: 1,2271,212 (-15)

5.02% less ownership

Funds ownership: 81.85%76.83% (-5%)

7% less funds holding in top 10

Funds holding in top 10: 129120 (-9)

Holders
1,212
Holders Change
-15
Holders Change %
-1.22%
% of All Funds
15.91%
Holding in Top 10
120
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-6.98%
% of All Funds
1.58%
New
84
Increased
545
Reduced
412
Closed
78
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$3.05B +$78.8M +1,002,443 +3%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$2.99B +$297M +3,776,279 +11%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$2.21B -$2.1B -26,720,564 -49%
JP Morgan Chase
4
JP Morgan Chase
New York
$1.98B -$556M -7,074,296 -22%
Empower Advisory Group
5
Empower Advisory Group
Colorado
$1.54B +$112M +1,430,139 +8%
AF
6
Allworth Financial
California
$1.51B +$37.3M +474,427 +3%
Goldman Sachs
7
Goldman Sachs
New York
$1.36B +$51.8M +659,150 +4%
Northern Trust
8
Northern Trust
Illinois
$853M +$68.8M +874,382 +9%
Bank of America
9
Bank of America
North Carolina
$726M +$136M +1,728,431 +23%
Wells Fargo
10
Wells Fargo
California
$549M +$161M +2,043,199 +42%
LPL Financial
11
LPL Financial
California
$545M +$12.9M +164,362 +2%
TI
12
Truepoint Inc
Ohio
$530M +$24.1M +306,847 +5%
CAPTRUST Financial Advisors
13
CAPTRUST Financial Advisors
North Carolina
$466M +$40.8M +519,387 +10%
AC
14
Annandale Capital
Texas
$425M +$703K +8,940 +2%
Envestnet Portfolio Solutions
15
Envestnet Portfolio Solutions
Illinois
$336M -$4.49M -57,111 -1%
UCFA
16
United Capital Financial Advisors
Texas
$308M -$38.4M -488,032 -11%
LNC
17
Lincoln National Corp
Pennsylvania
$292M +$19.5M +248,071 +7%
UBS Group
18
UBS Group
Switzerland
$278M +$1.48M +18,785 +0.5%
Raymond James Financial
19
Raymond James Financial
Florida
$273M +$13.9M +177,192 +5%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$244M +$9.53M +121,247 +4%
Cerity Partners
21
Cerity Partners
New York
$229M +$23.8M +302,134 +12%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$227M -$20.2M -257,145 -8%
SFA
23
Sequoia Financial Advisors
Ohio
$216M +$16.4M +209,057 +8%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$207M +$9.82M +124,865 +5%
MIM
25
MetLife Investment Management
New Jersey
$183M -$1.79M -22,800 -1%

BSV Hedge Fund Activity: Q3 2025 in Review

1,212 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Bond ETF (BSV) for Q3 2025, worth a combined $30.3B — down 4.1% from $31.6B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new BSV positions and 78 closed out — a net gain of 6 holders — while 545 added to existing stakes and 412 trimmed.

The largest buyer was Mercer Global Advisors, adding an estimated $297M. The largest seller was Envestnet Asset Management, cutting an estimated $2.1B.

  • 1,212 institutional investors held Vanguard Short-Term Bond ETF (BSV) as of Q3 2025, down from 1,227 in Q2 2025.
  • Funds reported $30.3B of Vanguard Short-Term Bond ETF stock for Q3 2025, down 4.1% quarter-over-quarter.
  • 84 funds opened new Vanguard Short-Term Bond ETF positions in Q3 2025 and 78 closed out, a net change of +6 holders.
  • The largest Vanguard Short-Term Bond ETF buyer in Q3 2025 was Mercer Global Advisors, an estimated $297M added.
  • The largest Vanguard Short-Term Bond ETF seller in Q3 2025 was Envestnet Asset Management, an estimated $2.1B sold.

Based on aggregated 13F filings for Q3 2025.