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Vanguard Short-Term Bond ETF

1,027 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, 328 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: 328

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: 65.94%71.16% (+5.2%)

0% more funds holding

Funds holding: 1,0271,027 (0)

6% less funds holding in top 10

Funds holding in top 10: 140132 (-8)

Holders
1,027
Holders Change
Holders Change %
0%
% of All Funds
17.98%
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
328
Closed
61
Calls
$352K
Puts
Net Calls
+$352K
Net Calls Change
+$147K
Name Holding Trade Value Shares
Change
Change in
Stake
DP
501
Denver PWM
Colorado
$1.67M +$36.3K +442 +2%
BFA
502
Bragg Financial Advisors
North Carolina
$1.66M +$20.1K +245 +1%
BFPW
503
BOK Financial Private Wealth
Colorado
$1.64M +$3.04K +37 +0.2%
SIM
504
Stratos Investment Management
Ohio
$1.64M +$833K +10,130 +102%
CPIA
505
Cornell Pochily Investment Advisors
New York
$1.64M -$27.7K -337 -2%
CWG
506
Cornerstone Wealth Group
North Carolina
$1.64M +$123K +1,501 +8%
AFS
507
Annapolis Financial Services
Maryland
$1.64M -$8.22K -100 -0.5%
SWA
508
Stratos Wealth Advisors
Ohio
$1.63M -$254K -3,094 -13%
EK
509
Evensky & Katz
Florida
$1.63M -$2.33M -28,404 -59%
MGIA
510
Moneta Group Investment Advisors
Missouri
$1.63M -$1.31M -15,940 -44%
GCA
511
Gradient Capital Advisors
California
$1.62M -$53.5K -651 -3%
PIM
512
Penobscot Investment Management
Massachusetts
$1.62M +$291K +3,539 +22%
BAM
513
Belpointe Asset Management
Nevada
$1.62M +$88.8K +1,080 +6%
CAWM
514
Capital Advisors Wealth Management
Washington
$1.61M -$75.4K -917 -4%
GJIC
515
Gamble Jones Investment Counsel
California
$1.6M -$13.6K -166 -0.8%
RPG
516
Resource Planning Group
Georgia
$1.59M -$108K -1,312 -6%
HNW
517
High Note Wealth
Minnesota
$1.56M -$64.4K -784 -4%
ACP
518
Ashfield Capital Partners
California
$1.55M -$4.11K -50 -0.3%
SCA
519
Snowden Capital Advisors
New York
$1.53M +$463K +5,630 +43%
CAMG
520
CWA Asset Management Group
Florida
$1.51M -$77.4K -942 -5%
SF
521
Synovus Financial
Georgia
$1.51M +$578K +7,039 +62%
EWA
522
EP Wealth Advisors
California
$1.51M -$210K -2,551 -12%
SWP
523
Stratos Wealth Partners
Ohio
$1.5M +$34K +414 +2%
VFA
524
Voya Financial Advisors
Connecticut
$1.49M +$69.5K +846 +5%
SEP
525
Southland Equity Partners
Missouri
$1.49M -$399K -4,850 -21%

BSV Hedge Fund Activity: Q3 2021 in Review

1,027 of the 5,713 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 328 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $5.57B. The largest seller was Wells Fargo, cutting an estimated $253M.

  • 1,027 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.