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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
JP Morgan Chase
1
JP Morgan Chase
New York
$6.79B +$5.57B +67,806,734 +450%
Morgan Stanley
2
Morgan Stanley
New York
$3.07B +$446M +5,423,765 +17%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$2.72B +$191M +2,329,445 +8%
Bank of America
4
Bank of America
North Carolina
$1.42B +$77.1M +938,316 +6%
PCA
5
Personal Capital Advisors
California
$996M +$80.3M +977,262 +9%
Wells Fargo
6
Wells Fargo
California
$913M -$253M -3,081,901 -22%
Mercer Global Advisors
7
Mercer Global Advisors
Colorado
$479M +$156M +1,904,211 +48%
LPL Financial
8
LPL Financial
California
$462M +$24.4M +297,047 +6%
AF
9
Allworth Financial
California
$431M +$35.3M +429,199 +9%
WL
10
WIT LLC
District of Columbia
$395M +$30.6M +372,174 +8%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$380M +$29.1M +354,167 +8%
UBS Group
12
UBS Group
Switzerland
$378M +$19.8M +240,486 +5%
MIM
13
MetLife Investment Management
New Jersey
$355M -$2.81M -34,200 -0.8%
TAIM
14
TD Ameritrade Investment Management
Nebraska
$352M -$69.9M -850,667 -17%
Osaic Holdings
15
Osaic Holdings
Arizona
$347M +$1.79M +21,829 +0.5%
Truist Financial
16
Truist Financial
North Carolina
$341M +$97.3M +1,183,695 +40%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$256M +$11.8M +143,770 +5%
LNC
18
Lincoln National Corp
Pennsylvania
$252M +$7.83M +95,335 +3%
Ameriprise
19
Ameriprise
Minnesota
$239M -$4.85M -58,976 -2%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$233M +$6.01M +73,136 +3%
MIS
21
Morningstar Investment Services
Illinois
$225M +$8M +97,382 +4%
ST
22
Smithfield Trust
Pennsylvania
$222M -$13.5M -163,707 -6%
RJA
23
Raymond James & Associates
Florida
$199M +$61.9M +752,695 +45%
TC
24
Toews Corporation
New Jersey
$195M +$195M +2,375,595 New
Goldman Sachs
25
Goldman Sachs
New York
$181M +$93M +1,132,126 +105%

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.