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Vanguard Short-Term Bond ETF

1,164 hedge funds and large institutions have $30.3B invested in Vanguard Short-Term Bond ETF in 2021 Q4 according to their latest regulatory filings, with 227 funds opening new positions, 435 increasing their positions, 382 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

234% more first-time investments, than exits

New positions opened: 227 | Existing positions closed: 68

18% more funds holding in top 10

Funds holding in top 10: 132156 (+24)

14% more repeat investments, than reductions

Existing positions increased: 435 | Existing positions reduced: 382

13% more funds holding

Funds holding: 1,0261,164 (+138)

1.24% more ownership

Funds ownership: 71.16%72.4% (+1.2%)

1% more capital invested

Capital invested by funds: $29.9B → $30.3B (+$375M)

Holders
1,164
Holders Change
+138
Holders Change %
+13.45%
% of All Funds
17.91%
Holding in Top 10
156
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+18.18%
% of All Funds
2.4%
New
227
Increased
435
Reduced
382
Closed
68
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HHRDM
251
H&H Retirement Design & Management
Nevada
$8.08M +$7.48M +91,909 +912%
CT
252
Coastline Trust
Rhode Island
$7.96M -$787K -9,680 -9%
PAS
253
Park Avenue Securities
New York
$7.93M +$1.49M +18,281 +23%
EA
254
Echo45 Advisors
California
$7.84M +$7.89M +96,952 New
WCM
255
Windsor Capital Management
Arizona
$7.83M +$192K +2,363 +2%
PA
256
Parallel Advisors
California
$7.8M +$315K +3,879 +4%
RG
257
Rathbones Group
United Kingdom
$7.78M +$170K +2,087 +2%
FNBT
258
FineMark National Bank & Trust
Florida
$7.72M +$500K +6,153 +7%
REMPR
259
Roof Eidam Maycock Peralta (REMP)
California
$7.72M -$339K -4,168 -4%
TIAM2
260
Tru Independence Asset Management 2
Oregon
$7.7M +$570K +7,003 +8%
TH
261
TCTC Holdings
Texas
$7.5M
CWAG
262
Compton Wealth Advisory Group
Virginia
$7.26M +$1.65M +20,340 +29%
AWM
263
Avior Wealth Management
Nebraska
$7.26M +$66K +812 +0.9%
FAIM
264
Financial Advocates Investment Management
Washington
$7.25M -$4.46M -54,842 -38%
WF
265
Welch & Forbes
Massachusetts
$7.23M +$120K +1,477 +2%
SC
266
Scotia Capital
Ontario, Canada
$7.18M -$69.9K -860 -1%
OPWM
267
Oakwell Private Wealth Management
Texas
$7.15M -$380K -4,667 -5%
SWA
268
Sax Wealth Advisors
New Jersey
$7.13M -$745K -9,162 -9%
GL
269
Graypoint LLC
New York
$7.12M -$1.1M -13,561 -13%
BOH
270
Bank of Hawaii
Hawaii
$7.11M +$1.66M +20,426 +30%
APA
271
American Portfolios Advisors
New York
$7.09M +$3.58M +44,072 +101%
DJSG
272
D.J. St. Germain
Massachusetts
$7.07M
CCM
273
Covington Capital Management
California
$7.07M +$220K +2,705 +3%
SPC
274
Sigma Planning Corp
Michigan
$7.04M +$514K +6,326 +8%
HWA
275
Heartwood Wealth Advisors
Virginia
$7.02M -$425K -5,227 -6%

BSV Hedge Fund Activity: Q4 2021 in Review

1,164 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Bond ETF (BSV) for Q4 2021, worth a combined $30.3B — up 1.3% from $29.9B a quarter earlier.

Buyers outnumbered sellers: 227 funds opened new BSV positions and 68 closed out — a net gain of 159 holders — while 435 added to existing stakes and 382 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $251M. The largest seller was WIT LLC, cutting an estimated $226M.

  • 1,164 institutional investors held Vanguard Short-Term Bond ETF (BSV) as of Q4 2021, up from 1,026 in Q3 2021.
  • Funds reported $30.3B of Vanguard Short-Term Bond ETF stock for Q4 2021, up 1.3% quarter-over-quarter.
  • 227 funds opened new Vanguard Short-Term Bond ETF positions in Q4 2021 and 68 closed out, a net change of +159 holders.
  • The largest Vanguard Short-Term Bond ETF buyer in Q4 2021 was Envestnet Asset Management, an estimated $251M added.
  • The largest Vanguard Short-Term Bond ETF seller in Q4 2021 was WIT LLC, an estimated $226M sold.

Based on aggregated 13F filings for Q4 2021.