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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
PWLP
101
Prio Wealth Limited Partnership
Massachusetts
$27.3M +$2.31M +28,150 +9%
HI
102
Human Investing
Oregon
$27.3M +$6.4M +77,828 +31%
DW
103
Domani Wealth
Pennsylvania
$27M -$469K -5,712 -2%
CT
104
Cambridge Trust
Massachusetts
$26M +$901K +10,964 +4%
Mariner
105
Mariner
Kansas
$25.6M +$20.1M +245,163 +364%
AC
106
Apella Capital
Connecticut
$24.8M +$4.15M +50,546 +20%
AI
107
Atria Investments
North Carolina
$24.6M +$1.22M +14,856 +5%
BFP
108
Briaud Financial Planning
Texas
$23.9M +$12.3M +150,081 +106%
WWM
109
Wiser Wealth Management
Georgia
$23.1M +$3.19M +38,788 +16%
HL
110
HeadInvest LLC
Maine
$23M +$632K +7,692 +3%
VCAM
111
Van Cleef Asset Management
Ohio
$22.9M +$965K +11,743 +4%
OCG
112
Opus Capital Group
Ohio
$22.6M -$23.8K -289 -0.1%
HB
113
Homrich & Berg
Georgia
$22.4M -$679K -8,263 -3%
TC
114
Trilogy Capital
California
$22.4M -$390K -4,743 -2%
BCM
115
Brookstone Capital Management
Illinois
$22.3M +$2.96M +35,978 +15%
HP
116
HT Partners
Connecticut
$22.1M +$837K +10,187 +4%
FHC
117
Fort Henry Capital
West Virginia
$21.5M +$133K +1,613 +0.6%
BFO
118
Boston Family Office
Massachusetts
$21.5M +$184K +2,244 +0.9%
OPS
119
Orion Portfolio Solutions
Nebraska
$21.3M +$463K +5,635 +2%
CAN
120
Cetera Advisor Networks
California
$21.3M +$2.15M +26,208 +11%
GSIS
121
Global Strategic Investment Solutions
Arizona
$21.2M -$280K -3,408 -1%
CFA
122
Cahill Financial Advisors
Minnesota
$21M -$793K -9,648 -4%
BIG
123
Boothe Investment Group
Delaware
$20.9M +$765K +9,314 +4%
AA
124
ALPS Advisors
Colorado
$20.7M +$1.5M +18,193 +8%
NOI
125
Newton One Investments
Delaware
$20.5M +$4.65M +56,570 +29%

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.