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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
VDI
726
Vaughan David Investments
Illinois
$488K
MCM
727
Maple Capital Management
Vermont
$483K -$44.6K -543 -8%
SFM
728
Signet Financial Management
New Jersey
$482K +$483K +5,882 New
EA
729
Elm Advisors
California
$479K +$196K +2,384 +69%
LWM
730
Liberty Wealth Management
California
$479K +$240K +2,918 +99%
OBWG
731
Onyx Bridge Wealth Group
New York
$477K -$572K -6,962 -54%
RWI
732
Red Wave Investments
Pennsylvania
$477K -$60.4K -735 -11%
CP
733
Cumberland Partners
Ontario, Canada
$476K +$267K +3,250 +127%
AWS
734
Arkfeld Wealth Strategies
Nebraska
$475K +$1.07K +13 +0.2%
MWP
735
Moller Wealth Partners
$475K +$3.78K +46 +0.8%
KA
736
Klingman & Associates
New York
$474K +$14.1K +171 +3%
AIC
737
Argus Investors Counsel
New York
$472K
GIM
738
Goelzer Investment Management
Indiana
$471K -$65.7K -800 -12%
TA
739
Trellis Advisors
Washington
$470K +$132K +1,601 +39%
B
740
Bridgeworth
Alabama
$469K +$51.9K +632 +12%
FFN
741
Focus Financial Network
Minnesota
$469K -$191K -2,320 -29%
BFA
742
Beaumont Financial Advisors
Massachusetts
$465K
BIAS
743
Beacon Investment Advisory Services
New Jersey
$462K -$17.8K -216 -4%
RFN
744
RDA Financial Network
Iowa
$457K -$9.7K -118 -2%
WIC
745
Whitegate Investment Counselors
New Hampshire
$455K +$2.63K +32 +0.6%
CCT
746
Country Club Trust
Missouri
$449K +$4.11K +50 +0.9%
EWA
747
Evolution Wealth Advisors
Florida
$449K +$44.8K +545 +11%
PHAM
748
Palisades Hudson Asset Management
Florida
$448K +$822 +10 +0.2%
BB
749
Busey Bank
Illinois
$446K
BWM
750
Birchcreek Wealth Management
Ohio
$446K +$76.7K +933 +21%

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.