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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
TF
976
TimeScale Financial
Massachusetts
$38K +$82 +1 +0.2%
SBL
977
Sargent Bickham Lagudis
Colorado
$36K – – –
SIAP
978
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$36K – – –
AIP
979
Ameritas Investment Partners
Nebraska
$35K +$18.7K +228 +109%
DAC
980
Dividend Assets Capital
South Carolina
$33K – – –
AA
981
Addison Advisors
Vermont
$31K – – –
KFI
982
Key Financial Inc
Pennsylvania
$30K – – –
HWM
983
HighMark Wealth Management
Minnesota
$30K +$8.05K +98 +36%
RBC
984
Roble Belko & Company
Pennsylvania
$25K – – –
DAM
985
Delta Asset Management
Tennessee
$23K – – –
CFN
986
Cordasco Financial Network
Florida
$22K – – –
TF
987
Tompkins Financial
New York
$22K +$21.6K +263 New
SNT
988
Security National Trust
West Virginia
$21K – – –
WWM
989
Wolff Wiese Magana
California
$21K +$21K +255 New
AIM
990
Astor Investment Management
Illinois
$18K -$17.8M -216,346 -100%
CDIA
991
Capital Directions Investment Advisors
Georgia
$18K +$17.7K +215 New
ATC
992
Adirondack Trust Company
New York
$17K – – –
RG
993
Retirement Group
California
$16K – – –
RCA
994
Ranch Capital Advisors
Florida
$14K – – –
WQ
995
Wealth Quarterback
New Jersey
$14K +$82 +1 +0.6%
BFC
996
Bedel Financial Consulting
Indiana
$14K +$4.19K +51 +45%
GKWIM
997
Gerber Kawasaki Wealth & Investment Management
California
$14K +$14.5K +177 New
VRM
998
Vectors Research Management
New York
$12K – – –
MFM
999
MD Financial Management
Ontario, Canada
$11K – – –
BCM
1000
Bourgeon Capital Management
Connecticut
$9K – – –
38 39
40
41 42

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.