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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
W
251
Wealthquest
Ohio
$7.15M +$1.45M +17,644 +25%
HNB
252
Huntington National Bank
Ohio
$7.11M -$60.5K -736 -9%
CIP
253
Capital Insight Partners
Arizona
$7.1M -$879K -10,697 -11%
OC
254
Oppenheimer & Co
New York
$7.08M -$539K -6,562 -7%
CCM
255
Covington Capital Management
California
$6.95M +$583K +7,093 +9%
TPA
256
Trivium Point Advisory
Connecticut
$6.91M +$1.13M +13,712 +19%
WA
257
WBH Advisory
Maryland
$6.84M +$796K +9,686 +13%
EWMCB
258
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$6.79M +$1.08M +13,087 +19%
KC
259
Kingfisher Capital
North Carolina
$6.75M -$309K -3,766 -4%
ONB
260
Old National Bancorp
Indiana
$6.75M +$274K +3,338 +4%
VCM
261
Verde Capital Management
Michigan
$6.72M -$647K -7,876 -9%
MC
262
McMorgan & Co
California
$6.64M -$14.9M -181,455 -69%
SPC
263
Sigma Planning Corp
Michigan
$6.62M +$807K +9,821 +14%
MWM
264
McNaughton Wealth Management
California
$6.61M +$542K +6,593 +9%
ASN
265
Advisory Services Network
Georgia
$6.58M +$316K +3,843 +5%
WA
266
Wealth Architects
California
$6.56M -$58.4K -711 -0.9%
PAS
267
Park Avenue Securities
New York
$6.54M +$1.5M +18,235 +30%
AIM
268
Arcadia Investment Management
Michigan
$6.54M +$210K +2,550 +3%
SB
269
Simmons Bank
Arkansas
$6.43M -$2.8M -34,023 -30%
TM
270
Titan Managers
Arizona
$6.42M -$99.7K -1,213 -2%
PMA
271
Prudent Man Advisors
Illinois
$6.33M -$312K -3,800 -5%
IA
272
IFG Advisory
Georgia
$6.26M +$615K +7,480 +11%
Natixis Advisors
273
Natixis Advisors
Massachusetts
$6.24M +$484K +5,890 +8%
SIA
274
Strategic Investment Advisors
Michigan
$6.24M +$151K +1,835 +2%
LIG
275
Lokken Investment Group
Delaware
$6.23M +$353K +4,296 +6%

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.