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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
DP
801
Dearborn Partners
Illinois
$339K +$22.4K +273 +7%
IWP
802
Icon Wealth Partners
Texas
$338K
OMC
803
Overbrook Management Corp
New York
$334K -$32.9K -400 -9%
SWP
804
Summit Wealth Partners
Florida
$332K
RWA
805
Ropes Wealth Advisors
Massachusetts
$332K -$212K -2,579 -39%
ASW
806
Astoria Strategic Wealth
Texas
$327K +$9.04K +110 +3%
LRPA
807
L. Roy Papp & Associates
Arizona
$323K
PAA
808
Peregrine Asset Advisers
Oregon
$322K +$7.64K +93 +2%
VNIM
809
Vaughan Nelson Investment Management
Texas
$317K
OWP
810
Obermeyer Wealth Partners
Colorado
$316K
ACM
811
Advisors Capital Management
New Jersey
$315K +$316K +3,849 New
Fisher Asset Management
812
Fisher Asset Management
Washington
$313K -$47.8K -582 -13%
IFG
813
Investors Financial Group
Minnesota
$313K +$164 +2 +0.1%
EIG
814
Ellenbecker Investment Group
Wisconsin
$311K -$191K -2,324 -38%
CAM
815
Concorde Asset Management
Michigan
$308K -$4.6K -56 -1%
SG
816
StoneX Group
New York
$306K +$87.4K +1,063 +40%
SFP
817
Sterling Financial Planning
New Jersey
$305K +$15.9K +193 +5%
TGAM
818
TBH Global Asset Management
Tennessee
$303K -$175K -2,125 -36%
GG
819
Gofen & Glossberg
Illinois
$303K +$40.7K +495 +15%
SMC
820
Smith, Moore & Co
Missouri
$302K +$303K +3,682 New
EA
821
Ellsworth Advisors
Ohio
$300K
S
822
SignatureFD
Georgia
$300K +$194K +2,363 +183%
JCM
823
Jacobi Capital Management
Pennsylvania
$299K +$8.22K +100 +3%
PFM
824
Parsec Financial Management
North Carolina
$298K -$18.2K -222 -6%
MWP
825
Meridian Wealth Partners
Pennsylvania
$298K -$6.99K -85 -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.