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Vanguard Short-Term Bond ETF

1,026 hedge funds and large institutions have $29.9B invested in Vanguard Short-Term Bond ETF in 2021 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 474 increasing their positions, 327 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more repeat investments, than reductions

Existing positions increased: 474 | Existing positions reduced: 327

32% more capital invested

Capital invested by funds: $22.7B → $29.9B (+$7.2B)

26% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 61

5.23% more ownership

Funds ownership: 65.93%71.16% (+5.2%)

0% more funds holding

Funds holding: 1,0261,026 (0)

6% less funds holding in top 10

Funds holding in top 10: 140132 (-8)

Holders
1,026
Holders Change
Holders Change %
0%
% of All Funds
17.96%
Holding in Top 10
132
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-5.71%
% of All Funds
2.31%
New
77
Increased
474
Reduced
327
Closed
61
Calls
$352K
Puts
Net Calls
+$352K
Net Calls Change
+$147K
Name Holding Trade Value Shares
Change
Change in
Stake
GL
226
Graypoint LLC
New York
$8.32M +$882K +10,730 +12%
APCM
227
Alaska Permanent Capital Management
Alaska
$8.32M +$3.46M +42,122 +71%
VCM
228
Violich Capital Management
California
$8.29M +$7.45M +90,635 +856%
AW
229
Avion Wealth
Texas
$8.28M -$397K -4,828 -5%
CAM
230
Cresset Asset Management
Illinois
$8.21M +$2.69M +32,772 +49%
REMPR
231
Roof Eidam Maycock Peralta (REMP)
California
$8.16M -$341K -4,151 -4%
BPA
232
Beacon Pointe Advisors
California
$8.13M +$938K +11,410 +13%
AAP
233
Arax Advisory Partners
Colorado
$7.99M +$154K +1,873 +2%
SWA
234
Sax Wealth Advisors
New Jersey
$7.98M +$781K +9,504 +11%
WCM
235
Windsor Capital Management
Arizona
$7.75M +$565K +6,874 +8%
RG
236
Rathbones Group
United Kingdom
$7.71M -$258K -3,143 -3%
5L
237
55I LLC
Massachusetts
$7.7M -$9.81M -119,429 -56%
OPWM
238
Oakwell Private Wealth Management
Texas
$7.63M +$692K +8,420 +10%
TH
239
TCTC Holdings
Texas
$7.6M -$6.72M -81,716 -47%
PA
240
Parallel Advisors
California
$7.58M -$556K -6,760 -7%
HWA
241
Heartwood Wealth Advisors
Virginia
$7.54M +$231K +2,806 +3%
CA
242
Cambridge Associates
Massachusetts
$7.39M +$2M +24,279 +37%
SC
243
Scotia Capital
Ontario, Canada
$7.35M +$776K +9,442 +12%
SCM
244
Southport Capital Management
Tennessee
$7.33M -$867K -10,552 -11%
FNBT
245
FineMark National Bank & Trust
Florida
$7.32M +$338K +4,109 +5%
AWM
246
Avior Wealth Management
Nebraska
$7.29M +$36.2K +441 +0.5%
TIAM2
247
Tru Independence Asset Management 2
Oregon
$7.23M +$708K +8,620 +11%
AC
248
Alexandria Capital
Virginia
$7.23M +$890K +10,824 +14%
WF
249
Welch & Forbes
Massachusetts
$7.21M +$22.6K +275 +0.3%
DJSG
250
D.J. St. Germain
Massachusetts
$7.17M

BSV Hedge Fund Activity: Q3 2021 in Review

1,026 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Bond ETF (BSV) for Q3 2021, worth a combined $29.9B — up 32% from $22.7B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new BSV positions and 61 closed out — a net gain of 16 holders — while 474 added to existing stakes and 327 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $5.57B. The largest seller was Wells Fargo, cutting an estimated $253M.

  • 1,026 institutional investors held Vanguard Short-Term Bond ETF (BSV) as of Q3 2021, unchanged from Q2 2021.
  • Funds reported $29.9B of Vanguard Short-Term Bond ETF stock for Q3 2021, up 32% quarter-over-quarter.
  • 77 funds opened new Vanguard Short-Term Bond ETF positions in Q3 2021 and 61 closed out, a net change of +16 holders.
  • The largest Vanguard Short-Term Bond ETF buyer in Q3 2021 was JP Morgan Chase, an estimated $5.57B added.
  • The largest Vanguard Short-Term Bond ETF seller in Q3 2021 was Wells Fargo, an estimated $253M sold.

Based on aggregated 13F filings for Q3 2021.