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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
KFP
576
KB Financial Partners
New Jersey
$1.1M -$50.4K -613 -4%
MCM
577
Maryland Capital Management
Maryland
$1.1M -$33.3K -405 -3%
GIA
578
Guyasuta Investment Advisors
Pennsylvania
$1.1M
CAG
579
Csenge Advisory Group
Florida
$1.08M +$1.09M +13,206 New
SAG
580
Spotlight Asset Group
Illinois
$1.07M -$1.32M -16,101 -55%
WB
581
WesBanco Bank
West Virginia
$1.06M +$256K +3,119 +32%
AAM
582
Autus Asset Management
Arizona
$1.03M +$24.9K +303 +2%
AIM
583
Anchor Investment Management
South Carolina
$1.03M -$32.8K -399 -3%
BFIM
584
Beese Fulmer Investment Management
Ohio
$1.03M +$674K +8,205 +186%
BAM
585
Brave Asset Management
New Jersey
$1.03M -$39.3K -478 -4%
3LCM
586
3D/L Capital Management
Connecticut
$1.02M +$78.2K +952 +8%
RWML
587
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$1.02M -$50.3K -612 -5%
LNWWM
588
Laird Norton Wetherby Wealth Management
California
$1.02M -$505K -6,147 -33%
DFA
589
Delta Financial Advisors
Louisiana
$1.01M +$51.8K +630 +5%
BFG
590
Berger Financial Group
Minnesota
$1.01M -$9.37K -114 -0.9%
PG
591
Patten Group
Tennessee
$1M +$297K +3,620 +42%
ADBIC
592
A.D. Beadell Investment Counsel
Wisconsin
$1M +$82 +1 +0%
LCM
593
Liberty Capital Management
Michigan
$1M -$41.4K -504 -4%
CB
594
Community Bank
New York
$999K
KeyBank National Association
595
KeyBank National Association
Ohio
$994K +$43.1K +525 +5%
AssetMark Inc
596
AssetMark Inc
California
$977K -$893K -10,865 -48%
BJL
597
Brighton Jones LLC
Washington
$973K -$46.4K -564 -5%
WSTAM
598
Wilbanks Smith & Thomas Asset Management
Virginia
$968K +$244K +2,965 +33%
GC
599
Gilbert & Cook
Iowa
$958K -$111K -1,355 -10%
AIM
600
Alhambra Investment Management
Florida
$955K -$21.3K -259 -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.