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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
Victory Capital Management
76
Victory Capital Management
Texas
$36M -$883K -10,740 -2%
SP
77
Symmetry Partners
Connecticut
$35.4M +$17.5M +212,534 +97%
PD
78
Planning Directions
Pennsylvania
$34.6M -$445K -5,419 -1%
Bank of Montreal
79
Bank of Montreal
Ontario, Canada
$34.5M -$1.38M -16,842 -4%
CW
80
CreativeOne Wealth
Kansas
$34.3M +$2.5M +30,425 +8%
AWM
81
AE Wealth Management
Kansas
$34.2M -$50M -608,871 -59%
Man Group
82
Man Group
United Kingdom
$33.9M +$11.8M +143,644 +53%
BWM
83
Brickley Wealth Management
California
$33.4M +$328K +3,987 +1%
GAM
84
Gemmer Asset Management
California
$32.6M +$5.2M +63,234 +19%
BC
85
Bartlett & Co
Ohio
$32.5M +$1.16M +14,171 +4%
BCWM
86
Bartlett & Co Wealth Management
Ohio
$32.5M +$1.16M +14,171 +4%
BWA
87
BDO Wealth Advisors
Florida
$32M +$1.87M +22,743 +6%
Citigroup
88
Citigroup
New York
$31.5M -$50.8K -618 -0.2%
FHA
89
First Horizon Advisors
Tennessee
$31.4M +$27.5M +334,513 +686%
TPCW
90
TD Private Client Wealth
New York
$31.2M +$3.03M +36,823 +11%
Fifth Third Bancorp
91
Fifth Third Bancorp
Ohio
$31M +$304K +3,703 +1%
BFA
92
Bluestem Financial Advisors
Illinois
$30.1M +$3.04M +36,955 +11%
GLLW
93
Graves Light Lenhart Wealth
Virginia
$29.7M -$755K -9,182 -2%
Jane Street
94
Jane Street
New York
$29.5M +$29.6M +360,291 New
BFG
95
Bouchey Financial Group
New York
$29.4M +$309K +3,765 +1%
AF
96
Affiance Financial
Minnesota
$28.6M +$143K +1,738 +0.5%
KAS
97
Kestra Advisory Services
Texas
$28.4M -$3.11M -37,815 -10%
Cetera Investment Advisers
98
Cetera Investment Advisers
Illinois
$28.1M +$761K +9,260 +3%
NL
99
NEPC LLC
Massachusetts
$27.9M -$24.3M -295,183 -46%
CI
100
CX Institutional
Indiana
$27.8M +$3.91M +47,632 +16%

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.