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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
ECM
851
Evergreen Capital Management
Washington
$265K -$31.2K -380 -11%
WPA
852
West Paces Advisors
Georgia
$265K +$82 +1 +0%
AC
853
Addison Capital
Pennsylvania
$264K -$4.6K -56 -2%
BMA
854
Brooks Moore & Associates
Tennessee
$264K
CFA
855
Carroll Financial Associates
North Carolina
$263K
CCFCSB
856
Cape Cod Five Cents Savings Bank
Massachusetts
$262K
HIS
857
Horizon Investment Services
Indiana
$261K +$39K +475 +18%
AAMC
858
Asset Allocation & Management Company
Illinois
$257K -$816K -9,930 -76%
FMTC
859
Farmers & Merchants Trust Company
California
$257K +$258K +3,138 New
CNC
860
Canandaigua National Corp
New York
$254K
ARC
861
Advisor Resource Council
Texas
$252K -$543K -6,613 -68%
NCM
862
Narwhal Capital Management
Georgia
$252K -$52.2K -635 -17%
RPCA
863
Running Point Capital Advisors
California
$249K -$28.8K -351 -10%
RMAM
864
Raab & Moskowitz Asset Management
New Jersey
$248K +$7.4K +90 +3%
BWM
865
BCS Wealth Management
Tennessee
$246K -$944K -11,482 -79%
NHC
866
Nicholas Hoffman & Company
Georgia
$246K
WP
867
WMS Partners
Maryland
$245K -$516K -6,279 -68%
IC
868
Intersect Capital
California
$245K
TWP
869
Tempus Wealth Planning
California
$245K
GP
870
Girard Partners
Pennsylvania
$244K -$1.56K -19 -0.6%
JAG
871
Journey Advisory Group
Kentucky
$244K +$1.23K +15 +0.5%
SAF
872
Smith Anglin Financial
Texas
$243K +$5.01K +61 +2%
ATPW
873
Ashton Thomas Private Wealth
Arizona
$243K +$244K +2,963 New
BFS
874
Baskin Financial Services
Ontario, Canada
$241K
PSUF
875
People's United Financial
Connecticut
$240K +$240K +2,925 New

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.