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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
Prudential Financial
126
Prudential Financial
New Jersey
$20.5M -$3.12M -37,980 -13%
SC
127
Savant Capital
Illinois
$20.2M +$547K +6,652 +3%
GGS
128
Galvin Gaustad & Stein
Arizona
$20M -$372K -4,532 -2%
Betterment LLC
129
Betterment LLC
New York
$19.4M +$2.48M +30,157 +15%
TNB
130
Thomasville National Bank
Georgia
$19.3M +$894K +10,879 +5%
PIFP
131
Partners in Financial Planning
Virginia
$19.1M +$822K +10,006 +4%
LFS
132
Lutz Financial Services
Nebraska
$18.5M -$122K -1,481 -0.7%
Mackenzie Financial
133
Mackenzie Financial
Ontario, Canada
$18M
WWM
134
Windsor Wealth Management
Indiana
$17.8M +$130K +1,582 +0.7%
BC
135
Burney Company
Virginia
$17.8M -$59.8K -728 -0.3%
ACA
136
Anchor Capital Advisors
Massachusetts
$17.7M -$210K -2,560 -1%
TC
137
Telemus Capital
Michigan
$17.6M +$1.83M +22,227 +12%
KL
138
KWMG LLC
Kansas
$17.5M +$174K +2,121 +1%
CA
139
CGN Advisors
Kansas
$17.1M +$28.3K +344 +0.2%
HIM
140
Hanlon Investment Management
New Jersey
$17M +$11.8M +143,205 +224%
CB
141
Commerce Bank
Missouri
$16.9M -$2.44M -29,750 -13%
MPIA
142
Mountain Pacific Investment Advisers
Idaho
$16.6M +$3.14M +38,162 +23%
APW
143
Austin Private Wealth
Texas
$16.6M +$1.76M +21,408 +12%
ABC
144
Associated Banc-Corp
Wisconsin
$16.6M +$3.22M +39,129 +24%
Citadel Advisors
145
Citadel Advisors
Florida
$16.4M -$7.09M -86,227 -30%
MG
146
MilWealth Group
Wisconsin
$16.2M +$1.31M +15,945 +9%
NAS
147
Nicolet Advisory Services
Wisconsin
$16.1M -$24.7K -300 -0.2%
CWC
148
Carolinas Wealth Consulting
North Carolina
$15.6M +$2.54M +30,957 +19%
BHWM
149
Bay Harbor Wealth Management
Maryland
$15.4M +$1.06M +12,864 +7%
RWP
150
Ridgecrest Wealth Partners
California
$15.3M +$4.26M +51,874 +38%

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.