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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
Fidelity Investments
701
Fidelity Investments
Massachusetts
$552K +$208K +2,527 +60%
MIC
702
Meridian Investment Counsel
California
$543K
CIA
703
Choate Investment Advisors
Massachusetts
$542K -$55.9K -680 -9%
CC
704
Claybrook Capital
Massachusetts
$541K +$542K +6,600 New
NCM
705
Northwest Capital Management
Oregon
$534K +$295K +3,589 +121%
MAM
706
Madison Asset Management
Wisconsin
$531K +$9.86K +120 +2%
AP
707
Arlington Partners
Alabama
$529K
EFS
708
Essex Financial Services
Connecticut
$528K -$276K -3,357 -34%
IWS
709
Insight Wealth Strategies
California
$517K +$9.86K +120 +2%
QCG
710
Quadrant Capital Group
Ohio
$515K +$740 +9 +0.1%
HSA
711
HBK Sorce Advisory
Pennsylvania
$513K +$514K +6,260 New
SIC
712
Samalin Investment Counsel
New York
$511K -$129K -1,572 -20%
BC
713
Brio Consultants
California
$511K +$25.9K +315 +5%
SF
714
Summit Financial
New Jersey
$507K +$16.5K +201 +3%
KCPG
715
Kavar Capital Partners Group
Kansas
$507K +$508K +6,187 New
HCP
716
Holt Capital Partners
Texas
$505K -$61.6K -750 -11%
AMM
717
American Money Management
California
$505K +$506K +6,163 New
CCA
718
Column Capital Advisors
Indiana
$500K
LJHT
719
Laurie J. Hall Trustee
$500K
RPWA
720
Regent Peak Wealth Advisors
Georgia
$498K
MWM
721
Minot Wealth Management
Massachusetts
$497K -$50.7K -617 -9%
NWS
722
Newport Wealth Strategies
California
$494K -$196K -2,380 -28%
CSIC
723
Clifford Swan Investment Counsel
California
$489K
WA
724
Waverly Advisors
Alabama
$489K
CP
725
Camelot Portfolios
Ohio
$488K -$11K -134 -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.