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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
AL
901
ADE LLC
Maryland
$205K – – –
LWM
902
Lyell Wealth Management
California
$205K – – –
JFA
903
Johanson Financial Advisors
California
$204K -$16.1K -196 -7%
SCM
904
Stonehearth Capital Management
Massachusetts
$204K – – –
WOSD
905
WFA of San Diego
California
$204K +$205K +2,495 New
LFAS
906
Level Four Advisory Services
Texas
$203K -$201K -2,440 -50%
HFS
907
Howard Financial Services
Texas
$203K – – –
KLI
908
Kelman-Lazarov Inc
Tennessee
$202K -$30.8K -375 -13%
GIA
909
Granite Investment Advisors
New Hampshire
$202K – – –
SIAG
910
Safeguard Investment Advisory Group
California
$200K -$139K -1,690 -41%
CT
911
Caldwell Trust
Florida
$200K -$16.4K -199 -8%
AF
912
Advisornet Financial
Minnesota
$194K +$90.7K +1,104 +87%
ACA
913
Aptus Capital Advisors
Alabama
$186K -$136K -1,650 -42%
ACM
914
Antonetti Capital Management
Florida
$186K +$187K +2,275 New
ME
915
McIlrath & Eck
Washington
$169K – – –
CIR
916
Clear Investment Research
Georgia
$166K -$822 -10 -0.5%
SWM
917
Sugarloaf Wealth Management
Georgia
$166K +$247 +3 +0.1%
LWANC
918
Laurel Wealth Advisors (North Carolina)
North Carolina
$160K +$99.5K +1,211 +164%
MA
919
MCF Advisors
Kentucky
$158K – – –
CIAS
920
Capital Investment Advisory Services
North Carolina
$156K – – –
RFA
921
Reilly Financial Advisors
California
$147K -$7.48K -91 -5%
RDFA
922
Ritter Daniher Financial Advisory
Ohio
$145K – – –
LPIC
923
LeJeune Puetz Investment Counsel
Michigan
$145K +$145K +1,770 New
WT
924
Washington Trust
Rhode Island
$142K – – –
AWA
925
Arkadios Wealth Advisors
Georgia
$141K -$11.1K -135 -7%
35 36
37
38 39

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.