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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
MHR
551
Matthew Hamilton Rosenberg
$1.29M +$142K +1,728 +12%
SFG
552
SNS Financial Group
Minnesota
$1.28M +$489K +5,948 +61%
BFA
553
Beacon Financial Advisory
Ohio
$1.28M -$33.5K -408 -3%
EA
554
Eclectic Associates
California
$1.27M +$131K +1,599 +11%
JIC
555
Joel Isaacson & Co
New York
$1.27M +$42K +511 +3%
USCWA
556
U.S. Capital Wealth Advisors
Texas
$1.27M +$1.27M +15,456 New
MA
557
MONECO Advisors
Connecticut
$1.23M +$171K +2,086 +16%
IA
558
IFG Advisors
Missouri
$1.22M +$548K +6,667 +81%
ANTB
559
AMG National Trust Bank
Colorado
$1.21M +$514K +6,249 +74%
WP
560
WealthPLAN Partners
Nebraska
$1.2M +$455K +5,537 +60%
SA
561
SRH Advisors
Kansas
$1.2M
CF
562
Centaurus Financial
California
$1.2M -$55.6K -676 -4%
LW
563
Linscomb Wealth
Texas
$1.17M -$63.4K -772 -5%
HWA
564
HCR Wealth Advisors
California
$1.17M +$185K +2,248 +19%
PCM
565
Pointe Capital Management
Michigan
$1.16M -$1.48K -18 -0.1%
AAS
566
Annex Advisory Services
Wisconsin
$1.14M -$71.2K -866 -6%
SFG
567
Sovereign Financial Group
Connecticut
$1.13M -$40.4K -491 -3%
RC
568
RegentAtlantic Capital
New Jersey
$1.13M -$92.6K -1,127 -8%
FG
569
Foster Group
Iowa
$1.13M +$735K +8,948 +187%
MSS
570
Mitchell Sinkler & Starr
Pennsylvania
$1.12M
BWM
571
BerganKDV Wealth Management
Minnesota
$1.12M +$227K +2,760 +25%
OMC
572
Old Mission Capital
Illinois
$1.12M -$1.16M -14,163 -51%
CHJWM
573
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.12M
IP
574
Intellectus Partners
California
$1.12M -$356K -4,337 -24%
MFT
575
Moisand Fitzgerald Tamayo
Florida
$1.11M +$2.63K +32 +0.2%

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.