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Vanguard Short-Term Bond ETF

1,026 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, 327 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: 327

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: 65.93%71.16% (+5.2%)

0% more funds holding

Funds holding: 1,0261,026 (0)

6% less funds holding in top 10

Funds holding in top 10: 140132 (-8)

Holders
1,026
Holders Change
Holders Change %
0%
% of All Funds
17.96%
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
327
Closed
61
Calls
$352K
Puts
Net Calls
+$352K
Net Calls Change
+$147K
Name Holding Trade Value Shares
Change
Change in
Stake
SC
926
Steph & Co
Wisconsin
$138K
TWA
927
TCI Wealth Advisors
Arizona
$136K +$27K +328 +25%
NG
928
NWK Group
California
$133K
HA
929
Herold Advisors
New York
$133K +$134K +1,625 New
FCA
930
FinTrust Capital Advisors
South Carolina
$132K -$2.06K -25 -2%
SSB
931
Sandy Spring Bank
Maryland
$132K +$55.3K +673 +72%
HIA
932
Harbor Investment Advisory
Maryland
$125K +$49.3K +600 +65%
AWM
933
Accel Wealth Management
Iowa
$118K -$41.4K -504 -26%
CB
934
CNB Bank
Pennsylvania
$116K -$25.5K -310 -18%
CCM
935
Cribstone Capital Management
Maine
$114K +$67.5K +821 +144%
1IA
936
1834 Investment Advisors
Wisconsin
$111K -$13.1K -159 -10%
ZB
937
Zions Bancorporation
Utah
$104K
ADL
938
Asset Dedication LLC
California
$104K +$59.1K +719 +129%
SWA
939
SOA Wealth Advisors
New York
$103K +$74.7K +909 +253%
PGAM
940
Princeton Global Asset Management
New Jersey
$102K
KIG
941
Kowal Investment Group
Wisconsin
$97K +$97.5K +1,187 New
CPWM
942
Cypress Point Wealth Management
Texas
$89K +$247 +3 +0.3%
KTC
943
Kistler-Tiffany Companies
Pennsylvania
$83K
FGAM
944
Financial Gravity Asset Management
Texas
$82K -$17.8K -217 -19%
FPFS
945
First Personal Financial Services
North Carolina
$82K
PP
946
Pacifica Partners
Canada
$82K
Toronto Dominion Bank
947
Toronto Dominion Bank
Ontario, Canada
$82K
IRAG
948
Investment Research & Advisory Group
Georgia
$81K -$19.7K -240 -19%
BlackRock
949
BlackRock
New York
$80K -$65.3K -795 -45%
TFGT
950
TS Financial Group (TSFG)
Illinois
$79K

BSV Hedge Fund Activity: Q3 2021 in Review

1,026 of the 5,712 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 327 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $5.57B. The largest seller was Wells Fargo, cutting an estimated $253M.

  • 1,026 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.