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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
LIA
1026
LBMC Investment Advisors
Tennessee
$1.49K -$1.53M -18,614 -95%
SAS
1027
SMI Advisory Services
Indiana
-$15.4M -187,248 Closed
Renaissance Technologies
1028
Renaissance Technologies
New York
-$12.3M -150,009 Closed
TCWA
1029
Ten Capital Wealth Advisors
Washington
-$10.8M -131,128 Closed
Millennium Management
1030
Millennium Management
New York
-$9.79M -119,194 Closed
JWCA
1031
J.W. Cole Advisors
Florida
-$4.21M -51,298 Closed
LSAG
1032
Lake Street Advisors Group
New Hampshire
-$4.13M -50,246 Closed
CWA
1033
Centennial Wealth Advisory
Michigan
-$3.24M -39,478 Closed
CIAS
1034
CFS Investment Advisory Services
New Jersey
-$3.22M -39,191 Closed
SFMG
1035
Sage Financial Management Group
Virginia
-$3.22M -39,191 Closed
T
1036
TRUADVICE
Florida
-$1.97M -23,938 Closed
MFWM
1037
Motley Fool Wealth Management
Virginia
-$1.33M -16,149 Closed
VAM
1038
Verity Asset Management
North Carolina
-$1.16M -14,108 Closed
CIM
1039
Corda Investment Management
Texas
-$1.05M -12,798 Closed
CRI
1040
Colonial River Investments
Virginia
-$823K -10,017 Closed
CBT
1041
Capital Bank & Trust
California
-$813K -9,895 Closed
EWA
1042
Exencial Wealth Advisors
Oklahoma
-$697K -8,489 Closed
VFIC
1043
Valley Forge Investment Consultants
Pennsylvania
-$656K -7,983 Closed
MIA
1044
MainStreet Investment Advisors
Illinois
-$625K -7,609 Closed
RCM
1045
Radnor Capital Management
Pennsylvania
-$565K -6,872 Closed
AFC
1046
AFT Forsyth & Company
Florida
-$354K -4,305 Closed
EBSAM
1047
Eubel Brady & Suttman Asset Management
Ohio
-$319K -3,885 Closed
LFA
1048
Landmark Financial Advisors
Kentucky
-$303K -3,683 Closed
FNC
1049
First National Corp
Massachusetts
-$301K -3,624 Closed
HR
1050
Hayden Royal
North Carolina
-$292K -3,552 Closed

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.