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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
LF
526
LifeSteps Financial
California
$1.49M -$16.8K -205 -1%
MAM
527
McLean Asset Management
Virginia
$1.48M -$61.2K -745 -4%
EPA
528
Element Pointe Advisors
Florida
$1.47M
OWA
529
Outlook Wealth Advisors
Texas
$1.46M -$1.29M -15,736 -47%
EP
530
Eudaimonia Partners
Tennessee
$1.45M -$13.2K -161 -0.9%
BDF
531
Black Diamond Financial
Maryland
$1.44M -$895K -10,894 -38%
AL
532
Aspiriant LLC
California
$1.44M -$295K -3,587 -17%
PFS
533
Prospera Financial Services
Texas
$1.43M -$88.2K -1,073 -6%
CCM
534
Coldstream Capital Management
Washington
$1.43M +$208K +2,537 +17%
FLPIM
535
F.L. Putnam Investment Management
Massachusetts
$1.42M -$79.6K -968 -5%
Fiera Capital (Canada)
536
Fiera Capital (Canada)
Quebec, Canada
$1.42M +$252K +3,062 +21%
IFG
537
Independent Financial Group
California
$1.42M +$241K +2,928 +20%
IF
538
Insight Folios
North Carolina
$1.41M +$26.5K +323 +2%
LC
539
Lincoln Capital
Nebraska
$1.41M +$3.04K +37 +0.2%
WCM
540
Weik Capital Management
Pennsylvania
$1.4M +$81.4K +990 +6%
MCM
541
Monarch Capital Management
Indiana
$1.39M +$660K +8,036 +91%
WANY
542
Wealthspire Advisors (New York)
New York
$1.38M +$424K +5,156 +44%
CIBC Private Wealth Group
543
CIBC Private Wealth Group
Georgia
$1.38M -$423K -5,150 -23%
CCT
544
Capital City Trust
Florida
$1.37M
HWA
545
Hillcrest Wealth Advisors
New Jersey
$1.37M
WB
546
Webster Bank
Connecticut
$1.36M -$312K -3,791 -19%
RC
547
Rinet Company
Massachusetts
$1.33M +$108K +1,309 +9%
MA
548
MBA Advisors
Pennsylvania
$1.32M +$637K +7,750 +92%
LA
549
Latitude Advisors
Florida
$1.31M +$649K +7,893 +98%
FF
550
FourThought Financial
Florida
$1.3M

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.