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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
BNP Paribas Financial Markets
751
BNP Paribas Financial Markets
France
$445K +$21.5K +262 +5%
BAS
752
Brown Advisory Securities
Maryland
$438K
PGWM
753
Parisi Gray Wealth Management
New Jersey
$436K +$1.15K +14 +0.3%
CAI
754
Capital Advisors Inc
Oklahoma
$435K +$10.4K +126 +2%
RTS
755
Round Table Services
New Jersey
$434K +$82 +1 +0%
Financial Engines Advisors
756
Financial Engines Advisors
California
$430K +$431K +5,249 New
CAM
757
Cozad Asset Management
Illinois
$429K +$430K +5,236 New
AP
758
Agilis Partners
Massachusetts
$424K
BBW
759
Blue Barn Wealth
Utah
$421K -$329 -4 -0.1%
PFG
760
Pacific Financial Group
Washington
$421K +$19.5K +237 +5%
SWG
761
Summit Wealth Group
Vermont
$419K +$421K +5,117 New
DWM
762
Dakota Wealth Management
Florida
$418K -$224K -2,721 -35%
FLA
763
Financial Life Advisors
Texas
$411K
YIA
764
YHB Investment Advisors
Connecticut
$410K -$98.6K -1,200 -19%
NDSI
765
Newman Dignan & Sheerar Inc
Rhode Island
$409K +$657 +8 +0.2%
MCM
766
McMillion Capital Management
North Carolina
$407K -$89.4K -1,088 -18%
PFG
767
PAX Financial Group
Texas
$400K -$25.5K -310 -6%
NFG
768
Nadler Financial Group
Illinois
$399K +$164 +2 +0%
RB
769
Rodgers Brothers
Pennsylvania
$399K +$131K +1,594 +49%
SFS
770
Strategic Financial Services
New York
$397K -$4.11K -50 -1%
PCFFS
771
Pacific Center for Financial Services
California
$392K +$23.5K +286 +6%
FC
772
Fusion Capital
South Carolina
$387K -$29.3K -356 -7%
MWM
773
Meridian Wealth Management
Kentucky
$379K -$20.5K -249 -5%
LL
774
LPWM LLC
Minnesota
$377K -$1.23K -15 -0.3%
CAL
775
Capital Advisors Ltd
Ohio
$377K

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.