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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
SHWM
601
Smith & Howard Wealth Management
Georgia
$955K +$11.8K +144 +1%
ZF
602
Zhang Financial
Michigan
$947K +$986 +12 +0.1%
BCP
603
Blue Chip Partners
Michigan
$939K +$286K +3,481 +44%
MAM
604
McCarthy Asset Management
California
$936K -$97.6K -1,188 -9%
ATC
605
Argent Trust Co
Tennessee
$929K -$173K -2,100 -16%
TA
606
TrueWealth Advisors
Alabama
$927K -$155K -1,892 -14%
PWG
607
Private Wealth Group
Florida
$924K -$130K -1,586 -12%
SGCA
608
Steel Grove Capital Advisors
Tennessee
$918K +$123K +1,501 +15%
BEAM
609
Baker Ellis Asset Management
Washington
$907K -$57.5K -700 -6%
AP
610
Americana Partners
Texas
$907K
UBV
611
United Bank (Virginia)
Virginia
$907K
EBT
612
Enterprise Bank & Trust
Massachusetts
$904K -$434K -5,279 -32%
Luther King Capital Management (LKCM)
613
Luther King Capital Management (LKCM)
Texas
$888K
AFAS
614
Acorn Financial Advisory Services
Virginia
$885K -$1.11M -13,487 -56%
PCIG
615
Partners Capital Investment Group
Massachusetts
$885K +$888K +10,800 New
FBC
616
Fairfield, Bush & Co
Connecticut
$874K +$182K +2,216 +26%
BCM
617
BTR Capital Management
California
$873K -$32.9K -400 -4%
BWA
618
Beam Wealth Advisors
Louisiana
$867K -$336K -4,088 -28%
SEIA
619
Signature Estate & Investment Advisors
California
$854K +$39.9K +486 +5%
KFS
620
Kelly Financial Services
Massachusetts
$851K -$34.5M -419,970 -98%
RPGK
621
Retirement Planning Group (Kansas)
Kansas
$849K +$20.7K +252 +2%
JSL
622
JT Stratford LLC
Georgia
$841K -$4.77K -58 -0.6%
RI
623
Ridgewood Investments
New Jersey
$841K +$38.9K +473 +5%
AWM
624
Altavista Wealth Management
North Carolina
$840K -$284K -3,452 -25%
SIA
625
Soltis Investment Advisors
Utah
$840K -$65.2K -793 -7%

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.