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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
PFA
201
Pure Financial Advisors
California
$9.83M +$56.1K +683 +0.6%
IIC
202
Integrated Investment Consultants
Michigan
$9.7M +$331K +4,022 +4%
SWM
203
Spire Wealth Management
Virginia
$9.59M +$687K +8,361 +8%
LIM
204
Leavell Investment Management
Alabama
$9.49M +$1.3M +15,876 +16%
MW
205
Marks Wealth
Maryland
$9.44M +$3.86M +47,008 +69%
BSA
206
Bull Street Advisors
Georgia
$9.4M +$1.83M +22,265 +24%
IAN
207
Integrated Advisors Network
Texas
$9.37M +$2.45M +29,771 +35%
ECML
208
Eagle Capital Management (Louisiana)
Louisiana
$9.35M -$1.33M -16,139 -12%
Lido Advisors
209
Lido Advisors
California
$9.35M -$240K -2,926 -3%
SWM
210
Selective Wealth Management
Virginia
$9.2M +$4.23M +51,506 +85%
AIM
211
Allen Investment Management
New York
$9.16M +$784K +9,544 +9%
WFA
212
Websterrogers Financial Advisors
South Carolina
$9M +$1.51M +18,330 +20%
BFG
213
Baron Financial Group
New Jersey
$8.88M +$1.33M +16,160 +18%
CT
214
Coastline Trust
Rhode Island
$8.86M -$128K -1,560 -1%
SCA
215
Stokes Capital Advisors
South Carolina
$8.85M +$131K +1,596 +2%
FPIS
216
Financial Planning & Information Services
Wisconsin
$8.83M +$41.3K +503 +0.5%
ZC
217
Zeit Capital
Colorado
$8.79M +$380K +4,618 +5%
KPWS
218
Kestra Private Wealth Services
Texas
$8.74M +$585K +7,119 +7%
DWP
219
Destiny Wealth Partners
Florida
$8.72M -$1.64M -19,942 -16%
CWM
220
Concentric Wealth Management
California
$8.67M +$1.73M +21,049 +25%
BC
221
Burleson & Co
California
$8.62M +$1.42M +17,330 +20%
DI
222
DAGCO Inc
Ohio
$8.52M +$566K +6,889 +7%
APC
223
Aspire Private Capital
North Carolina
$8.49M -$181K -2,200 -2%
CPWM
224
Cardinal Point Wealth Management
California
$8.46M +$174K +2,117 +2%
ACS
225
Archford Capital Strategies
Illinois
$8.41M +$653K +7,942 +8%

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.