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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
EIP
1001
Ellis Investment Partners
Pennsylvania
$9K
FFA
1002
Freedman Financial Associates
Massachusetts
$9K
FPS
1003
Fieldpoint Private Securities
Connecticut
$9K +$9.2K +112 New
JFA
1004
JNBA Financial Advisors
Minnesota
$8K -$298K -3,627 -98%
BEI
1005
Benjamin Edwards Inc
Missouri
$8K
CPFP
1006
Clear Perspectives Financial Planning
Ohio
$8K +$8.05K +98 New
CYG
1007
Clean Yield Group
Vermont
$7K
GTAM
1008
Global Trust Asset Management
Florida
$7K +$7.4K +90 New
HI
1009
Hudock Inc
Pennsylvania
$6K -$411 -5 -6%
TRCT
1010
Tower Research Capital (TRC)
New York
$5K -$294K -3,573 -98%
IF
1011
Ironwood Financial
Arizona
$5K
LWA
1012
Lowe Wealth Advisors
Maryland
$5K
TCWM
1013
Total Clarity Wealth Management
Illinois
$5K +$4.52K +55 New
TSW
1014
Thompson Siegel & Walmsley
Virginia
$4K -$50.1K -610 -93%
CFO
1015
CVA Family Office
Colorado
$4K
LB
1016
Legacy Bridge
Iowa
$4K
PK
1017
Pflug Koory
Nebraska
$4K
FCB
1018
First Command Bank
Texas
$3K -$1.4K -17 -34%
FCFS
1019
First Command Financial Services
Texas
$3K -$1.4K -17 -34%
LF
1020
Lee Financial
Texas
$3K
POIA
1021
Pin Oak Investment Advisors
Texas
$3K
SIS
1022
Sound Income Strategies
Florida
$3K
NFSG
1023
Newbridge Financial Services Group
Florida
$2K -$575 -7 -20%
SIC
1024
Salem Investment Counselors
North Carolina
$2K
WAS
1025
Winch Advisory Services
Wisconsin
$2K

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.