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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
SB
651
Strategic Blueprint
Georgia
$732K +$216K +2,634 +42%
LA
652
LVW Advisors
New York
$727K
FNBOO
653
First National Bank of Omaha
Nebraska
$724K -$450K -5,478 -38%
EWM
654
EPG Wealth Management
Georgia
$718K +$82 +1 +0%
MFA
655
Mayflower Financial Advisors
Massachusetts
$713K +$37.1K +452 +5%
SAM
656
S.A. Mason
Michigan
$712K
MSA
657
Marino Stram & Associates
Massachusetts
$711K +$713K +8,681 New
CAN
658
Claraphi Advisory Network
United States
$709K +$98.9K +1,204 +16%
AIC
659
Archer Investment Corporation
Indiana
$690K +$4.36K +53 +0.6%
PPW
660
Pasadena Private Wealth
California
$684K -$638K -7,766 -48%
OPA
661
Old Port Advisors
Maine
$683K +$295K +3,588 +75%
PFGIA
662
Patriot Financial Group Insurance Agency
Massachusetts
$672K -$12.3K -150 -2%
ECA
663
Elevated Capital Advisors
Utah
$670K +$672K +8,181 New
PWMG
664
Pinnacle Wealth Management Group
Michigan
$661K -$209K -2,540 -24%
IA
665
Insight Advisors
Pennsylvania
$661K +$346K +4,206 +108%
AAM
666
Aureus Asset Management
Massachusetts
$653K
PSF
667
Pacific Sun Financial
California
$652K +$654K +7,960 New
TI
668
tru Independence
Oregon
$651K +$653K +7,941 New
SW
669
SteelPeak Wealth
California
$649K -$98.1K -1,194 -13%
HWM
670
Hemington Wealth Management
Virginia
$648K +$176K +2,140 +37%
ACA
671
Atlas Capital Advisors
Wyoming
$647K -$38.5K -469 -6%
FCA
672
FLC Capital Advisors
California
$640K
IWM
673
IHT Wealth Management
Illinois
$638K -$382K -4,648 -37%
AWE
674
Avidian Wealth Enterprises
Texas
$638K +$640K +7,792 New
KIA
675
KCM Investment Advisors
California
$633K +$635K +7,724 New

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.