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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
Baird Financial Group
26
Baird Financial Group
Wisconsin
$177M +$8.53M +103,791 +5%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$172M +$418K +5,092 +0.2%
DC
28
Davenport & Co
Virginia
$169M +$96.5M +1,174,538 +132%
TI
29
Truepoint Inc
Ohio
$161M +$6.08M +73,965 +4%
Stifel Financial
30
Stifel Financial
Missouri
$159M +$12M +146,529 +8%
Creative Planning
31
Creative Planning
Kansas
$146M -$343K -4,177 -0.2%
TLFA
32
True Link Financial Advisors
California
$143M +$11M +133,656 +8%
BCMIO
33
Beacon Capital Management Inc (Ohio)
Ohio
$136M +$135M +1,646,632 +17,826%
NA
34
NextCapital Advisers
Illinois
$131M -$35M -425,952 -21%
DADC
35
D.A. Davidson & Co
Montana
$129M +$5.83M +70,918 +5%
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$125M -$294K -3,581 -0.2%
RJFSA
37
Raymond James Financial Services Advisors
Florida
$119M +$3.2M +38,976 +3%
CAPTRUST Financial Advisors
38
CAPTRUST Financial Advisors
North Carolina
$117M +$25.3M +307,913 +28%
TA
39
TruWealth Advisors
Louisiana
$94M +$4.17M +50,723 +5%
TCM
40
TD Capital Management
Tennessee
$92.8M -$1.69M -20,585 -2%
USAA
41
United Services Automobile Association
Texas
$84.9M
Jones Financial Companies
42
Jones Financial Companies
Missouri
$82.3M +$516K +6,281 +0.6%
HAFS
43
Hapanowicz & Associates Financial Services
Pennsylvania
$77.9M +$3.47M +42,236 +5%
MML Investors Services
44
MML Investors Services
Massachusetts
$74.5M +$6.37M +77,528 +9%
RWM
45
Ritholtz Wealth Management
New York
$74.1M +$8.68M +105,599 +13%
FCH
46
Freestone Capital Holdings
Washington
$72.6M +$527K +6,411 +0.7%
EC
47
Estate Counselors
Wisconsin
$72.4M +$46.9M +570,930 +183%
HighTower Advisors
48
HighTower Advisors
Illinois
$69.9M +$3.89M +47,355 +6%
Janney Montgomery Scott
49
Janney Montgomery Scott
Pennsylvania
$68.7M +$2.93M +35,704 +4%
Comerica Bank
50
Comerica Bank
Texas
$67M +$28.3M +344,914 +73%

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.