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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
RMDI
876
R.M. Davis Inc
Maine
$240K +$241K +2,935 New
BIA
877
Bigelow Investment Advisors
Maine
$239K
RVM
878
Robinson Value Management
Texas
$238K
WIC
879
Woodmont Investment Counsel
Tennessee
$235K +$15K +182 +7%
GFS
880
GYL Financial Synergies
Connecticut
$235K +$235K +2,862 New
FFA
881
Founders Financial Alliance
North Carolina
$234K -$41.1K -500 -15%
AWA
882
Alta Wealth Advisors
Massachusetts
$231K
TCBWMS
883
Texas Capital Bank Wealth Management Services
Texas
$230K -$49.9K -607 -18%
C
884
Certuity
Florida
$230K
CAAS
885
Capital Asset Advisory Services
Michigan
$225K -$1.89K -23 -0.8%
LC
886
Landaas & Company
Wisconsin
$223K
FRA
887
Front Row Advisors
California
$222K
GWM
888
Gray Wealth Management
Maine
$222K
BFS
889
Beacon Financial Strategies
North Carolina
$220K
First Manhattan
890
First Manhattan
New York
$217K
TCMP
891
Thrive Capital Management (Pennsylvania)
Pennsylvania
$216K -$6.08K -74 -3%
CSPAM
892
Cary Street Partners Asset Management
Virginia
$213K -$274K -3,329 -56%
BCM
893
Brookmont Capital Management
Texas
$213K
CA
894
Clearstead Advisors
Ohio
$213K
ACM
895
Alpha Capital Management
Texas
$213K +$214K +2,604 New
JWM
896
Janiczek Wealth Management
Colorado
$212K
PHS
897
Pekin Hardy Strauss
Illinois
$212K +$212K +2,585 New
QCIG
898
Quad-Cities Investment Group
Iowa
$211K -$46.7K -568 -18%
CTC
899
Central Trust Company
Missouri
$211K +$211K +2,569 New
MM
900
Main Management
California
$206K

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.