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Vanguard Short-Term Bond ETF
BSV

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: 1,027 → 1,027 (0)

6% less funds holding in top 10

Funds holding in top 10: 140 → 132 (-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

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$5.57B
2
Morgan Stanley
Morgan Stanley
New York
+$446M
3
TC
Toews Corporation
New Jersey
+$195M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$191M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$156M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$253M
2
TAIM
TD Ameritrade Investment Management
Nebraska
-$69.9M
3
AWM
AE Wealth Management
Kansas
-$50M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$36.6M
5
NA
NextCapital Advisers
Illinois
-$35M
Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
826
Howard Wealth Management
Connecticut
$296K -$12.7K -155 -4%
EWM
827
Evermay Wealth Management
Virginia
$295K – – –
VCA
828
Verdence Capital Advisors
Maryland
$295K +$296K +3,596 New
MAM
829
MMA Asset Management
Pennsylvania
$294K +$822 +10 +0.3%
WW
830
Waterfront Wealth
Kansas
$294K +$21K +255 +8%
W
831
WealthOne
New York
$293K +$493 +6 +0.2%
SCG
832
Sonata Capital Group
Washington
$286K +$24.7K +300 +9%
FBB
833
Fulton Breakefield Broenniman
Maryland
$282K – – –
Neuberger Berman Group
834
Neuberger Berman Group
New York
$281K – – –
PBF
835
Petix & Botte Financial
California
$279K +$279K +3,395 New
FNWM
836
Financial Network Wealth Management
Utah
$277K – – –
SSI
837
Scott & Selber Inc
Texas
$277K +$164 +2 +0.1%
TA
838
TFG Advisers
Michigan
$277K +$21.3K +259 +8%
RTL
839
Red Tortoise LLC
Georgia
$277K +$304K +3,699 New
SWM
840
Stockman Wealth Management
Montana
$275K +$62.5K +761 +29%
TCA
841
Transcend Capital Advisors
New Jersey
$275K +$278K +3,379 New
WDC
842
Woodward Diversified Capital
California
$274K -$41.7K -507 -13%
JIR
843
James Investment Research
Ohio
$273K +$15.4K +188 +6%
BDFN
844
Bond & Devick Financial Network
Minnesota
$272K – – –
ST
845
Spinnaker Trust
Maine
$272K +$11.4K +139 +4%
KF
846
Krilogy Financial
Missouri
$269K -$2.3K -28 -0.8%
AUIM
847
Aegon USA Investment Management
Iowa
$269K – – –
MFG
848
Merit Financial Group
Georgia
$269K – – –
GLA
849
Good Life Advisors
Pennsylvania
$269K +$9.2K +112 +4%
COF
850
Capital One Financial
Virginia
$268K – – –
32 33
34
35 36

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.