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Vanguard Short-Term Bond ETF
BSV

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: 1,026 → 1,026 (0)

6% less funds holding in top 10

Funds holding in top 10: 140 → 132 (-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

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
SIM
951
Sonora Investment Management
Arizona
$78K +$78.1K +950 New
MAM
952
Marquette Asset Management
Minnesota
$75K +$75.3K +916 New
GEA
953
Glen Eagle Advisors
New Jersey
$74.6K – – –
OC
954
Oakworth Capital
Alabama
$70K – – –
HCM
955
Horrell Capital Management
Arkansas
$68K – – –
CFD
956
Creative Financial Designs
Indiana
$67K +$5.42K +66 +9%
GI
957
Gradient Investments
Minnesota
$64K -$7.72K -94 -11%
HWMA
958
Heritage Wealth Management (Arizona)
Arizona
$64K -$6.33K -77 -9%
FFC
959
First Financial Corp
Indiana
$64K +$5.59K +68 +10%
JGIA
960
Jackson Grant Investment Advisers
Connecticut
$57K – – –
PB
961
Pinnacle Bancorp
Nebraska
$56K – – –
FWM
962
Focused Wealth Management
New York
$54K +$82 +1 +0.2%
BAM
963
Barrett Asset Management
New York
$53K – – –
RE
964
RBC Europe
United Kingdom
$51.4K – – –
JPLA
965
Joseph P. Lucia & Associates
New York
$51K -$1.23K -15 -2%
BCA
966
Bray Capital Advisors
Florida
$51K – – –
PFSC
967
Peoples Financial Services Corp
Pennsylvania
$51K – – –
TWM
968
Tradition Wealth Management
Minnesota
$50K – – –
DWMG
969
DB Wealth Management Group
California
$49K – – –
BCM
970
Blume Capital Management
California
$44K – – –
FP
971
Financial Perspectives
Minnesota
$40.3K – – –
PO
972
Private Ocean
California
$40K +$6.66K +81 +20%
SCA
973
Stonebridge Capital Advisors
Minnesota
$39K -$55.6K -676 -59%
FBT
974
First Bank & Trust
South Dakota
$39K – – –
LWA
975
Lenox Wealth Advisors
New York
$39K – – –
37 38
39
40 41

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.