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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
SI
376
Stephens Inc
Arkansas
$3.55M +$376K +4,571 +12%
SC
377
Slow Capital
California
$3.52M -$52.5K -639 -1%
Koshinski Asset Management
378
Koshinski Asset Management
Illinois
$3.5M +$1.14M +13,820 +48%
TFM
379
TFC Financial Management
Massachusetts
$3.49M -$50.1K -610 -1%
MIM
380
Moseley Investment Management
Florida
$3.47M +$127K +1,547 +4%
MWA
381
Motive Wealth Advisors
Michigan
$3.47M +$263K +3,204 +8%
BW
382
Bison Wealth
Georgia
$3.45M +$92.2K +1,122 +3%
BAM
383
Baldrige Asset Management
Pennsylvania
$3.42M -$305K -3,714 -8%
SAMC
384
Spectrum Asset Management (California)
California
$3.4M -$49.3K -600 -1%
CAM
385
Columbia Asset Management
Michigan
$3.37M +$197K +2,395 +6%
IWA
386
Inspirion Wealth Advisors
Illinois
$3.35M -$1.79M -21,772 -35%
AC
387
Applied Capital
Arkansas
$3.33M -$1.18M -14,379 -26%
FWM
388
Frontier Wealth Management
Missouri
$3.33M -$2.86M -34,778 -46%
PFM
389
Phillips Financial Management
Indiana
$3.33M -$39.7K -483 -1%
N
390
Natixis
France
$3.31M +$3.32M +40,435 New
BF
391
BOK Financial
Oklahoma
$3.29M +$3.3M +40,106 New
AFS
392
Axiom Financial Strategies
Indiana
$3.26M +$2.46M +29,933 +302%
EVM
393
Eaton Vance Management
Massachusetts
$3.25M +$395K +4,807 +13%
KP
394
Keel Point
Alabama
$3.25M +$3.26M +39,646 New
SWP
395
Strategic Wealth Partners
Ohio
$3.21M +$427K +5,194 +15%
AC
396
Annandale Capital
Texas
$3.2M -$200K -2,434 -6%
PWM
397
Provident Wealth Management
Tennessee
$3.18M +$82 +1 +0%
ACM
398
AUA Capital Management
Pennsylvania
$3.14M +$27.3K +332 +0.9%
NWM
399
Northwest Wealth Management
Iowa
$3.13M +$429K +5,218 +16%
PFPT
400
Pinnacle Financial Partners (Tennessee)
Tennessee
$3.13M +$1.17M +14,242 +60%

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.