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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
RIA
626
Realta Investment Advisors
Delaware
$828K +$40K +487 +5%
MA
627
Mangham Associates
Virginia
$827K -$29.1K -354 -3%
Bessemer Group
628
Bessemer Group
New Jersey
$826K +$27.2K +331 +3%
HHRDM
629
H&H Retirement Design & Management
Nevada
$823K +$77.3K +941 +10%
NYLIM
630
New York Life Investment Management
New York
$823K +$826K +10,046 New
OIA
631
OneDigital Investment Advisors
Kansas
$821K +$55.1K +670 +7%
KFGK
632
Keystone Financial Group (Kentucky)
Kentucky
$820K -$49.1K -598 -6%
AP
633
Advisors Preferred
Maryland
$819K -$81.4K -990 -9%
AMG
634
Asset Management Group
Connecticut
$819K -$27.9K -339 -3%
DTC
635
Davidson Trust Company
Washington
$819K +$42.3K +515 +5%
BTW
636
Boston Trust Walden
Massachusetts
$813K +$26.5K +323 +3%
CGPCS
637
Capital Group Private Client Services
California
$802K +$805K +9,791 New
PA
638
PFG Advisors
Arizona
$801K -$191K -2,325 -19%
MCM
639
Mengis Capital Management
Oregon
$784K -$131K -1,600 -14%
LIM
640
Loudon Investment Management
New Hampshire
$781K +$54.2K +660 +7%
WAP
641
Wealthcare Advisory Partners
Pennsylvania
$780K +$326K +3,966 +71%
CNB
642
Camden National Bank
Maine
$769K +$94.9K +1,155 +14%
TSS
643
Two Sigma Securities
New York
$767K +$770K +9,365 New
SFS
644
Summit Financial Strategies
Ohio
$765K +$46.7K +568 +6%
EW
645
Evoke Wealth
California
$757K
CFG
646
Citizens Financial Group
Rhode Island
$752K -$11.1K -135 -1%
IC
647
IEQ Capital
California
$745K +$382K +4,651 +105%
GAM
648
Gould Asset Management
California
$742K -$122K -1,490 -14%
IAIM
649
International Assets Investment Management
Florida
$742K +$26.8K +326 +4%
HAS
650
HBW Advisory Services
California
$738K +$392K +4,771 +113%

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.