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
MW
426
Marcum Wealth
Ohio
$2.66M +$62.8K +764 +2%
MIAN
427
Mariner Independent Advisor Network
Kansas
$2.65M +$168K +2,049 +7%
VAS
428
Vestmark Advisory Solutions
Massachusetts
$2.55M +$429K +5,223 +20%
SIA
429
SeaBridge Investment Advisors
New Jersey
$2.54M +$95.2K +1,159 +4%
CCWA
430
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.54M +$215K +2,622 +9%
CC
431
Callan Capital
California
$2.54M -$16.4K -200 -0.6%
VC
432
Veery Capital
Delaware
$2.53M +$43.3K +527 +2%
LWM
433
Lionsbridge Wealth Management
Florida
$2.52M -$7.4K -90 -0.3%
RW
434
REDW Wealth
New Mexico
$2.52M -$114K -1,386 -4%
WP
435
WealthSource Partners
California
$2.48M +$246K +2,997 +11%
FPCM
436
Financial Partners Capital Management
New York
$2.46M -$51.8K -630 -2%
Mirae Asset Global Investments
437
Mirae Asset Global Investments
South Korea
$2.46M
LWAC
438
Laurel Wealth Advisors (California)
California
$2.42M -$25.9K -315 -1%
AWS
439
AJ Wealth Strategies
New York
$2.42M +$35.3K +430 +1%
RJT
440
Raymond James Trust
Florida
$2.42M +$7.64K +93 +0.3%
CFS
441
Cannon Financial Strategists
Georgia
$2.4M
MCM
442
Mattern Capital Management
Colorado
$2.39M -$90.2K -1,098 -4%
MFW
443
Mosaic Family Wealth
Missouri
$2.39M +$124K +1,505 +5%
CAC
444
Certified Advisory Corp
Florida
$2.37M +$339K +4,124 +17%
RCAG
445
Rehmann Capital Advisory Group
Michigan
$2.36M +$36K +438 +2%
SWM
446
Soundmark Wealth Management
Washington
$2.35M +$2.36M +28,738 New
EAM
447
Evanson Asset Management
California
$2.35M +$39.7K +483 +2%
BBA
448
Braun-Bostich & Associates
Pennsylvania
$2.34M -$27.8K -338 -1%
CCM
449
Crabel Capital Management
California
$2.32M -$1.64M -19,937 -41%
GWCM
450
Godshalk Welsh Capital Management
Pennsylvania
$2.31M +$165K +2,012 +8%

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.