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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
FHA
451
Flagship Harbor Advisors
Massachusetts
$2.29M
V
452
Veritable
Delaware
$2.28M +$9.04K +110 +0.4%
SCP
453
Seizert Capital Partners
Michigan
$2.27M -$201K -2,442 -8%
HI
454
Harbour Investments
Wisconsin
$2.25M -$438K -5,331 -16%
NFG
455
Nations Financial Group
Iowa
$2.23M -$14K -170 -0.6%
BCA
456
Bay Colony Advisors
Massachusetts
$2.23M +$170K +2,064 +8%
OCM
457
Orion Capital Management
California
$2.23M -$107K -1,306 -5%
GIA
458
Gladstone Institutional Advisory
Florida
$2.22M +$923K +11,234 +71%
PFBT
459
Parkside Financial Bank & Trust
Missouri
$2.2M -$81.5K -992 -4%
HPM
460
Hudson Portfolio Management
New York
$2.15M -$312K -3,800 -13%
AIM
461
AMI Investment Management
Indiana
$2.13M -$40.7K -495 -2%
AWM
462
Aries Wealth Management
Maine
$2.11M +$54.4K +662 +3%
SCA
463
STALEY CAPITAL ADVISERS
Pennsylvania
$2.09M +$2.88K +35 +0.1%
PCWA
464
Pacific Capital Wealth Advisors
California
$2.09M +$2.09M +25,464 New
WDG
465
Wealth Dimensions Group
Ohio
$2.09M +$82 +1 +0%
PL
466
Plancorp LLC
Missouri
$2.08M -$21.9K -267 -1%
MSFS
467
Main Street Financial Solutions
Pennsylvania
$2.06M +$90.9K +1,106 +5%
CA
468
Calton & Associates
Florida
$2.06M -$169K -2,052 -8%
ACI
469
Alpha Cubed Investments
California
$2.05M -$29.8K -362 -1%
WFA
470
Wellspring Financial Advisors
Ohio
$2.05M -$1.63M -19,887 -44%
KA
471
Kovack Advisors
Florida
$2.01M +$204K +2,480 +11%
BS
472
Boenning & Scattergood
Pennsylvania
$1.99M -$26.1K -318 -1%
OLA
473
Oliver Luxxe Assets
New Jersey
$1.99M -$302K -3,671 -13%
IP
474
Investment Partners
Ohio
$1.99M +$69.8K +849 +4%
WF
475
WoodTrust Financial
Wisconsin
$1.98M +$1.98M +24,102 New

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.