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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
Manulife (Manufacturers Life Insurance)
151
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$14.9M -$36.6M -444,998 -71%
SWA
152
Safir Wealth Advisors
New Hampshire
$14.8M +$103K +1,255 +0.7%
AA
153
Ancora Advisors
Ohio
$14.8M +$1.2M +14,627 +9%
CFGS
154
Concourse Financial Group Securities
Alabama
$14.7M +$597K +7,262 +4%
NL
155
NWAM LLC
Washington
$14.6M -$421K -5,124 -3%
CIA
156
Capital Investment Advisors
Georgia
$14.5M -$2.09M -25,482 -13%
EI
157
Ellevest Inc
New York
$14.5M +$1.92M +23,315 +15%
CS
158
Comerica Securities
Michigan
$14.1M -$2.62M -31,860 -16%
BRWA
159
B. Riley Wealth Advisors
Florida
$14.1M +$1.15M +13,989 +9%
CFB
160
Cullen/Frost Bankers
Texas
$14M -$9.37M -113,965 -40%
LIA
161
LS Investment Advisors
Michigan
$14M +$163K +1,985 +1%
ODIJL
162
One Day In July LLC
Vermont
$13.9M +$1.16M +14,115 +9%
WFPG
163
Waller Financial Planning Group
Ohio
$13.8M +$447K +5,445 +3%
KCM
164
Kanawha Capital Management
Virginia
$13.8M +$821K +9,988 +6%
WAS
165
Wealth Advisory Solutions
Indiana
$13.6M +$2.17M +26,465 +19%
FFG
166
Fullen Financial Group
Ohio
$13.4M +$761K +9,266 +6%
FHB
167
First Hawaiian Bank
Hawaii
$13.4M +$924K +11,243 +7%
FMII
168
Farmers & Merchants Investments Inc
Nebraska
$13.2M +$2.21M +26,950 +20%
MFG
169
Monumental Financial Group
Maryland
$13M +$1.36M +16,504 +12%
TF
170
TIAA FSB
Florida
$12.9M -$1.73M -21,105 -12%
AIA
171
Arbor Investment Advisors
North Carolina
$12.9M +$7.18M +87,331 +125%
NA
172
NewEdge Advisors
Louisiana
$12.7M +$771K +9,378 +6%
SRC
173
Shufro Rose & Co
New York
$12.6M -$249K -3,035 -2%
CAL
174
Capital Analysts LLC
Pennsylvania
$12.5M +$4.06M +49,446 +48%
AWA
175
Alaska Wealth Advisors
Alaska
$12.4M +$1.09M +13,213 +10%

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.