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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
NAG
1051
Northstar Advisory Group
New Jersey
-$290K -3,529 Closed
SWA
1052
SFMG Wealth Advisors
Texas
-$289K -3,514 Closed
SCM
1053
Spreng Capital Management
Ohio
-$280K -3,407 Closed
WP
1054
WealthShield Partners
North Carolina
-$272K -3,314 Closed
IDA
1055
Intelligence Driven Advisers
California
-$269K -3,277 Closed
FDS
1056
Freedom Day Solutions
Texas
-$269K -3,272 Closed
FNT
1057
First National Trust
Pennsylvania
-$261K -3,177 Closed
LCP
1058
Legacy Capital Partners
Wisconsin
-$247K -3,004 Closed
CI
1059
Ceera Investments
Texas
-$246K -2,995 Closed
GCM
1060
Gibraltar Capital Management
Oklahoma
-$243K -2,949 Closed
SFG
1061
SageGuard Financial Group
Tennessee
-$236K -2,867 Closed
RMC
1062
Resources Management Corp
Connecticut
-$233K -2,835 Closed
SAM
1063
Secure Asset Management
Michigan
-$233K -2,832 Closed
CG
1064
CFO4Life Group
Texas
-$229K -2,786 Closed
HIP
1065
HUB Investment Partners
Texas
-$207K -2,524 Closed
VWA
1066
V Wealth Advisors
Kansas
-$204K -2,482 Closed
CSA
1067
Cottage Street Advisors
Massachusetts
-$204K -2,481 Closed
HBT
1068
Hills Bank & Trust
Iowa
-$131K -1,590 Closed
SFPG
1069
Stonebridge Financial Planning Group
Florida
-$101K -1,230 Closed
PA
1070
Perennial Advisors
New York
-$47K -569 Closed
AIG
1071
American International Group
New York
-$27.1K -330 Closed
RDWM
1072
Red Door Wealth Management
Tennessee
-$16K -200 Closed
M
1073
MOTCO
Texas
-$14K -174 Closed
MCM
1074
Manchester Capital Management
Vermont
-$13K -160 Closed
BBHC
1075
Brown Brothers Harriman & Co
New York
-$13 -159 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.