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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
SIC
401
Schwartz Investment Counsel
Michigan
$3.12M
BBA
402
BLB&B Advisors
Pennsylvania
$3.1M +$108K +1,313 +4%
PWM
403
PBMares Wealth Management
Virginia
$3.04M +$129K +1,571 +4%
CCA
404
Cadent Capital Advisors
Oklahoma
$3.03M -$49.1K -598 -2%
WS
405
Wedbush Securities
California
$3.02M +$22.7K +276 +0.8%
AAS
406
Avantax Advisory Services
Texas
$3.02M +$748K +9,102 +33%
HDIM
407
Hanson & Doremus Investment Management
Vermont
$3.01M -$66.8K -813 -2%
F
408
F3Logic
Minnesota
$2.99M +$64.7K +787 +2%
C
409
Clearshares
New York
$2.9M +$70.8K +862 +2%
Lazard Asset Management
410
Lazard Asset Management
New York
$2.87M
IWC
411
Integrated Wealth Concepts
Massachusetts
$2.86M +$411K +5,000 +17%
SIS
412
SVB Investment Services
Utah
$2.86M -$352K -4,286 -11%
DAS
413
Dynamic Advisor Solutions
Arizona
$2.82M -$273K -3,318 -9%
CS
414
Capital Square
Tennessee
$2.81M +$39K +474 +1%
TFS
415
TrustCore Financial Services
Tennessee
$2.81M +$293K +3,562 +12%
HF
416
HRT Financial
New York
$2.81M +$2.81M +34,240 New
UB
417
UMB Bank
Missouri
$2.79M +$154K +1,874 +6%
LAS
418
Lloyd Advisory Services
Georgia
$2.78M -$451K -5,492 -14%
BST
419
Bath Savings Trust
Maine
$2.77M +$2.05M +24,980 +282%
CWM
420
Calamos Wealth Management
Illinois
$2.76M -$99K -1,205 -3%
SBH
421
Segall Bryant & Hamill
Illinois
$2.73M -$369K -4,496 -12%
SMG
422
Smart Money Group
Texas
$2.71M +$2.72M +33,078 New
CSPIA
423
Cary Street Partners Investment Advisory
Virginia
$2.69M -$207K -2,524 -7%
GM
424
GeoWealth Management
Illinois
$2.68M -$2.36M -28,676 -47%
GWMIA
425
Global Wealth Management Investment Advisory
Florida
$2.67M +$37.5K +456 +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.