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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
DHFB
276
Dixon Hubard Feinour & Brown
Virginia
$6.22M -$123K -1,498 -2%
FVWA
277
Foster Victor Wealth Advisors
South Carolina
$6.16M +$329K +3,998 +6%
William Blair & Company
278
William Blair & Company
Illinois
$6.15M -$57.5K -700 -0.9%
MA
279
Modus Advisors
Minnesota
$6.12M +$180K +2,189 +3%
MAFM
280
Mid Atlantic Financial Management
Pennsylvania
$6.1M +$111K +1,353 +2%
FA
281
Fortis Advisors
Pennsylvania
$6.08M -$757K -9,209 -11%
LWMG
282
Levy Wealth Management Group
Pennsylvania
$6.08M +$229K +2,789 +4%
SFA
283
Semmax Financial Advisors
North Carolina
$6.02M -$373K -4,533 -6%
FAT
284
First American Trust
California
$5.95M -$26.6K -324 -0.4%
DCM
285
Disciplina Capital Management
Tennessee
$5.88M +$5.9M +71,804 New
WS
286
Wela Strategies
Georgia
$5.87M +$157K +1,910 +3%
FWP
287
FAS Wealth Partners
Kansas
$5.82M -$92.7K -1,128 -2%
MPWT
288
MassMutual Private Wealth & Trust
Connecticut
$5.74M -$191K -2,329 -3%
CWAG
289
Compton Wealth Advisory Group
Virginia
$5.7M -$703K -8,560 -11%
WT
290
Whittier Trust
California
$5.68M -$227K -2,759 -4%
NCM
291
New Capital Management
Texas
$5.67M +$5.69M +69,280 New
TCOV
292
Trust Company of Vermont
Vermont
$5.61M +$761K +9,261 +16%
MA
293
MUFG Americas
New York
$5.54M +$311K +3,787 +6%
FI
294
FIDELIS iM
Oregon
$5.54M +$5.56M +67,631 New
BOH
295
Bank of Hawaii
Hawaii
$5.53M +$1.64M +20,006 +42%
AIS
296
American Investment Services
Massachusetts
$5.52M -$67.4K -820 -1%
FHC
297
First Heartland Consultants
Missouri
$5.5M +$101K +1,228 +2%
RIA
298
Regal Investment Advisors
Michigan
$5.48M +$189K +2,303 +4%
Deutsche Bank
299
Deutsche Bank
Germany
$5.41M -$7.59M -92,323 -58%
PCG
300
Private Capital Group
Connecticut
$5.41M +$439K +5,344 +9%

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.