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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
CCFM
776
Clear Creek Financial Management
Washington
$376K +$82 +1 +0%
DMIC
777
Dixon Mitchell Investment Counsel
British Columbia, Canada
$375K
SL
778
SWMG LLC
Texas
$373K -$57.4K -699 -13%
CHA
779
Carmichael Hill & Associates
Maryland
$372K +$7.48K +91 +2%
Vanguard Group
780
Vanguard Group
Pennsylvania
$370K -$3.46M -42,112 -90%
PAM
781
Peak Asset Management
Colorado
$370K -$404K -4,912 -52%
TWM
782
Titus Wealth Management
California
$366K +$82 +1 +0%
BWA
783
Bordeaux Wealth Advisors
California
$364K +$2.3K +28 +0.6%
NSIM
784
North Star Investment Management
Illinois
$361K
OAM
785
Occidental Asset Management
California
$361K +$42.7K +520 +13%
CA
786
Cumberland Advisors
Florida
$361K +$88.3K +1,075 +32%
MA
787
Montag & Associates
Georgia
$358K +$73K +888 +26%
SWPG
788
Strategic Wealth Partners Group
Illinois
$358K +$359K +4,367 New
AT
789
Arden Trust
Delaware
$356K -$74.8K -910 -17%
PG
790
Prostatis Group
Maryland
$356K -$25.6K -312 -7%
SFA
791
Sequoia Financial Advisors
Ohio
$353K -$827K -10,058 -70%
FH
792
FWG Holdings
Florida
$352K +$353K +4,291 New
TF
793
Trek Financial
Arizona
$350K -$34.9K -425 -9%
FCM
794
Firestone Capital Management
Florida
$349K +$349K +4,245 New
MFS
795
McNamara Financial Services
Massachusetts
$347K +$26K +316 +8%
AWA
796
Acorn Wealth Advisors
Michigan
$345K -$247 -3 -0.1%
Northern Trust
797
Northern Trust
Illinois
$344K +$17.7M +215,014 +105%
PCM
798
Parsons Capital Management
Rhode Island
$343K -$54.4K -662 -14%
SAM
799
Silvercrest Asset Management
New York
$342K +$343K +4,172 New
FIA
800
Foundations Investment Advisors
Arizona
$340K +$51.9K +631 +18%

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.