We are live on ! Find out more
BSV icon

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
CA
301
Continuum Advisory
Idaho
$5.4M +$4.28M +52,079 +377%
MW
302
MBL Wealth
North Carolina
$5.3M +$5.32M +64,745 New
FA
303
Fagan Associates
New York
$5.27M -$79.5K -967 -1%
CANC
304
Culbertson A N & Co
Virginia
$5.27M +$872K +10,616 +20%
NG
305
Northstar Group
New York
$5.23M -$108K -1,312 -2%
CMBA
306
C.M. Bidwell & Associates
Hawaii
$5.19M +$2.19M +26,682 +73%
ACM
307
Armbruster Capital Management
New York
$5.09M -$227K -2,762 -4%
CWM
308
Cranbrook Wealth Management
Michigan
$5.02M -$24.7K -300 -0.5%
FTS
309
Fifth Third Securities
Ohio
$4.97M +$4.98M +60,635 New
KOMWMG
310
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$4.89M +$389K +4,735 +9%
EH
311
Equitable Holdings
New York
$4.87M +$441K +5,361 +10%
CCM
312
Colorado Capital Management
Colorado
$4.87M -$28.3K -344 -0.6%
UA
313
Unison Advisors
District of Columbia
$4.83M -$42.5K -517 -0.9%
CG
314
Colony Group
Massachusetts
$4.82M +$528K +6,420 +12%
OAM
315
Oppenheimer Asset Management
New York
$4.82M +$242K +2,945 +5%
JWS
316
Juncture Wealth Strategies
Arizona
$4.76M +$402K +4,891 +9%
KWM
317
Kingsview Wealth Management
Oregon
$4.74M +$1.29M +15,738 +37%
GVAG
318
Great Valley Advisor Group
Delaware
$4.71M +$360K +4,376 +8%
PIMG
319
Patriot Investment Management Group
Tennessee
$4.68M +$99.9K +1,215 +2%
SW
320
SVB Wealth
Massachusetts
$4.67M -$154K -1,869 -3%
MECA
321
Miller Equity Capital Advisors
Texas
$4.66M -$107K -1,300 -2%
CIBC World Market
322
CIBC World Market
Ontario, Canada
$4.64M +$257K +3,132 +6%
BIA
323
BHK Investment Advisors
Alabama
$4.6M +$358K +4,353 +8%
EG
324
Enstar Group
Bermuda
$4.6M
RVPG
325
Relative Value Partners Group
$4.59M -$68.5K -834 -1%

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.