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Vanguard Short-Term Bond ETF

1,026 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, 327 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: 327

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: 65.93%71.16% (+5.2%)

0% more funds holding

Funds holding: 1,0261,026 (0)

6% less funds holding in top 10

Funds holding in top 10: 140132 (-8)

Holders
1,026
Holders Change
Holders Change %
0%
% of All Funds
17.96%
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
327
Closed
61
Calls
$352K
Puts
Net Calls
+$352K
Net Calls Change
+$147K
Name Holding Trade Value Shares
Change
Change in
Stake
EA
51
Efficient Advisors
Ohio
$65.9M +$10.7M +130,471 +19%
VFP
52
Verus Financial Partners
Virginia
$62.8M -$7.99M -97,221 -11%
MAM
53
Meeder Asset Management
Ohio
$62.6M +$29.5M +358,617 +88%
Thrivent Financial for Lutherans
54
Thrivent Financial for Lutherans
Minnesota
$59.4M -$121K -1,477 -0.2%
VA
55
Valmark Advisers
Ohio
$58.9M +$4.06M +49,445 +7%
UCFA
56
United Capital Financial Advisors
Texas
$56.1M +$8.73M +106,252 +18%
JC
57
Jentner Corp
Ohio
$54.6M +$2.54M +30,948 +5%
PNC Financial Services Group
58
PNC Financial Services Group
Pennsylvania
$53.8M +$13.5M +164,659 +33%
US Bancorp
59
US Bancorp
Minnesota
$52.6M -$7.22M -87,824 -12%
WCWM
60
Willow Creek Wealth Management
California
$49.6M +$673K +8,187 +1%
DPI
61
Diversified Portfolios Inc
Michigan
$49.6M +$49.7M +604,869 New
EHC
62
Everett Harris & Co
California
$47.8M +$11M +134,396 +30%
PP
63
PrairieView Partners
Minnesota
$47M +$1.32M +16,063 +3%
BSW
64
Buckingham Strategic Wealth
Missouri
$43.6M +$8.54M +103,912 +24%
CF
65
Corrigan Financial
Rhode Island
$43.2M +$523K +6,365 +1%
MWA
66
Martel Wealth Advisors
Washington
$43.1M +$2.04M +24,860 +5%
CCM
67
Carlson Capital Management
Minnesota
$41.9M +$5.32M +64,752 +14%
HPWM
68
Highland Private Wealth Management
Washington
$41.7M +$6.49M +78,955 +18%
WPWM
69
Windward Private Wealth Management
Kansas
$41.3M +$2.75M +33,454 +7%
COCM
70
Charter Oak Capital Management
New Hampshire
$40.9M +$2.48M +30,213 +6%
AIC
71
Ameritas Investment Company
Nebraska
$39.5M +$39.3M +478,291 +11,769%
DWM
72
Doyle Wealth Management
Florida
$39.3M +$5.31M +64,557 +16%
FG
73
Fiduciary Group
Georgia
$39.1M -$1.5M -18,243 -4%
PGFC
74
Peapack-Gladstone Financial Corp
New Jersey
$38M +$2.22M +26,963 +6%
PAG
75
Private Advisor Group
New Jersey
$36.1M +$15.3M +186,057 +73%

BSV Hedge Fund Activity: Q3 2021 in Review

1,026 of the 5,712 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 327 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $5.57B. The largest seller was Wells Fargo, cutting an estimated $253M.

  • 1,026 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.