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Vanguard Short-Term Bond ETF

1,351 hedge funds and large institutions have $35B invested in Vanguard Short-Term Bond ETF in 2026 Q2 according to their latest regulatory filings, with 113 funds opening new positions, 644 increasing their positions, 404 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more repeat investments, than reductions

Existing positions increased: 644 | Existing positions reduced: 404

51% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 75

1% more funds holding

Funds holding: 1,3381,351 (+13)

1% more capital invested

Capital invested by funds: $34.8B → $35B (+$241M)

2.03% less ownership

Funds ownership: 79.47%77.44% (-2%)

4% less funds holding in top 10

Funds holding in top 10: 145139 (-6)

Holders
1,351
Holders Change
+13
Holders Change %
+0.97%
% of All Funds
16.32%
Holding in Top 10
139
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-4.14%
% of All Funds
1.68%
New
113
Increased
644
Reduced
404
Closed
75
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$3.95B +$407M +5,220,847 +11%
Creative Planning
2
Creative Planning
Kansas
$3.42B +$504M +6,454,168 +17%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$2.52B +$62.5M +801,126 +3%
Empower Advisory Group
4
Empower Advisory Group
Colorado
$1.89B +$137M +1,758,147 +8%
Morgan Stanley
5
Morgan Stanley
New York
$1.84B -$59.1M -756,738 -3%
Goldman Sachs
6
Goldman Sachs
New York
$1.59B +$58M +742,881 +4%
JP Morgan Chase
7
JP Morgan Chase
New York
$1.32B -$1.28B -16,358,124 -49%
AF
8
Allworth Financial
California
$1.19B -$171M -2,192,350 -13%
Bank of America
9
Bank of America
North Carolina
$956M -$29.3M -375,229 -3%
Northern Trust
10
Northern Trust
Illinois
$774M -$128M -1,640,751 -14%
TI
11
Truepoint Inc
Ohio
$578M +$15.8M +202,260 +3%
LPL Financial
12
LPL Financial
California
$566M +$10.9M +139,204 +2%
CAPTRUST Financial Advisors
13
CAPTRUST Financial Advisors
North Carolina
$562M +$60.9M +780,198 +12%
Wells Fargo
14
Wells Fargo
California
$526M +$50.7M +649,643 +11%
Raymond James Financial
15
Raymond James Financial
Florida
$322M +$18M +230,086 +6%
LNC
16
Lincoln National Corp
Pennsylvania
$310M +$5.86M +75,129 +2%
UBS Group
17
UBS Group
Switzerland
$309M +$6.49M +83,213 +2%
Corient Private Wealth
18
Corient Private Wealth
Florida
$286M +$3.99M +51,144 +1%
SFA
19
Sequoia Financial Advisors
Ohio
$283M +$19.7M +252,678 +7%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$280M +$10.1M +128,975 +4%
Cerity Partners
21
Cerity Partners
New York
$274M +$8.64M +110,733 +3%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$232M +$6.66M +85,372 +3%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$216M -$5.52M -70,728 -2%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$211M +$11M +140,368 +5%
TLFA
25
True Link Financial Advisors
California
$203M +$9.82M +125,888 +5%

BSV Hedge Fund Activity: Q2 2026 in Review

1,351 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Bond ETF (BSV) for Q2 2026, worth a combined $35B — up 0.69% from $34.8B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new BSV positions and 75 closed out — a net gain of 38 holders — while 644 added to existing stakes and 404 trimmed.

The largest buyer was Creative Planning, adding an estimated $504M. The largest seller was JP Morgan Chase, cutting an estimated $1.28B.

  • 1,351 institutional investors held Vanguard Short-Term Bond ETF (BSV) as of Q2 2026, up from 1,338 in Q1 2026.
  • Funds reported $35B of Vanguard Short-Term Bond ETF stock for Q2 2026, up 0.69% quarter-over-quarter.
  • 113 funds opened new Vanguard Short-Term Bond ETF positions in Q2 2026 and 75 closed out, a net change of +38 holders.
  • The largest Vanguard Short-Term Bond ETF buyer in Q2 2026 was Creative Planning, an estimated $504M added.
  • The largest Vanguard Short-Term Bond ETF seller in Q2 2026 was JP Morgan Chase, an estimated $1.28B sold.

Based on aggregated 13F filings for Q2 2026.