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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
WA
276
Wealth Architects
California
$7M +$526K +6,471 +8%
TPA
277
Trivium Point Advisory
Connecticut
$6.99M +$163K +2,006 +2%
HNB
278
Huntington National Bank
Ohio
$6.95M -$614K -7,555 Closed
OC
279
Oppenheimer & Co
New York
$6.88M -$105K -1,296 -1%
Legacy Financial Group (Iowa)
280
Legacy Financial Group (Iowa)
Iowa
$6.88M -$4.33M -53,201 -38%
FW
281
Fidato Wealth
Ohio
$6.86M +$6.9M +84,878 New
CPWMP
282
Cardinal Point Wealth Management Partners
California
$6.85M +$6.89M +84,706 New
KPCM
283
Kings Point Capital Management
New York
$6.85M -$4.99M -61,305 -42%
FVWA
284
Foster Victor Wealth Advisors
South Carolina
$6.8M +$768K +9,439 +13%
CA
285
Cambridge Associates
Massachusetts
$6.79M -$501K -6,164 -7%
ACM
286
AlphaStar Capital Management
North Carolina
$6.79M -$4.09M -50,347 -37%
IA
287
IFG Advisory
Georgia
$6.72M +$547K +6,722 +9%
MWM
288
McNaughton Wealth Management
California
$6.7M +$210K +2,582 +3%
EWMCB
289
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$6.67M -$30.4K -374 -0.5%
BA
290
Bivin & Associates
Oklahoma
$6.66M +$6.7M +82,398 New
OFP
291
OLIO Financial Planning
Virginia
$6.55M +$6.59M +81,041 New
DFC
292
DBK Financial Counsel
Ohio
$6.55M +$6.59M +80,986 New
VCM
293
Verde Capital Management
Michigan
$6.44M -$194K -2,389 -3%
CCT
294
Country Club Trust
Missouri
$6.44M +$6.03M +74,177 +1,352%
SIA
295
Strategic Investment Advisors
Michigan
$6.33M +$185K +2,270 +3%
PCG
296
Private Capital Group
Connecticut
$6.25M +$924K +11,355 +17%
PMA
297
Prudent Man Advisors
Illinois
$6.24M
Natixis Advisors
298
Natixis Advisors
Massachusetts
$6.16M +$12.6K +155 +0.2%
FAT
299
First American Trust
California
$6.09M +$229K +2,816 +4%
PWM
300
Perigon Wealth Management
California
$6.08M +$2M +24,570 +48%

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.