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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
TPWA
326
TRUE Private Wealth Advisors
Oregon
$5.23M +$890K +10,938 +20%
IIC
327
Integrated Investment Consultants
Michigan
$5.21M -$4.38M -53,849 -45%
JWS
328
Juncture Wealth Strategies
Arizona
$5.21M +$515K +6,334 +11%
SFA
329
Semmax Financial Advisors
North Carolina
$5.15M -$786K -9,662 -13%
RIM
330
Rockbridge Investment Management
New York
$5.14M +$1.22M +14,962 +31%
JWCA
331
J.W. Cole Advisors
Florida
$5.14M +$5.17M +63,543 New
PFA
332
Pure Financial Advisors
California
$5.09M -$4.64M -57,008 -48%
Rockefeller Capital Management
333
Rockefeller Capital Management
New York
$5.08M +$944K +11,612 +23%
EH
334
Equitable Holdings
New York
$5.05M +$243K +2,991 +5%
BFG
335
Bouchey Financial Group
New York
$4.96M -$24.2M -297,397 -83%
GVAG
336
Great Valley Advisor Group
Delaware
$4.95M +$302K +3,715 +6%
AG
337
Ascent Group
Virginia
$4.94M +$5.01M +61,599 New
MHR
338
Matthew Hamilton Rosenberg
$4.93M +$3.68M +45,279 +288%
CWM
339
Cranbrook Wealth Management
Michigan
$4.86M -$96.5K -1,187 -2%
OAM
340
Oppenheimer Asset Management
New York
$4.79M +$36.6K +450 +0.8%
FA
341
Fagan Associates
New York
$4.79M -$413K -5,079 -8%
CCM
342
Colorado Capital Management
Colorado
$4.78M -$3.33K -41 -0.1%
EB
343
Eastern Bank
Massachusetts
$4.76M +$4.79M +58,911 New
SFG
344
Sovereign Financial Group
Connecticut
$4.75M +$3.66M +44,991 +327%
CL
345
CPWM LLC
Washington
$4.7M +$4.66M +57,342 New
BIG
346
Boothe Investment Group
Delaware
$4.67M -$16M -196,993 -77%
MECA
347
Miller Equity Capital Advisors
Texas
$4.65M +$56.9K +700 +1%
FMC
348
Financial Management Concepts
Florida
$4.62M +$793K +9,756 +21%
AWA
349
Archvest Wealth Advisors
California
$4.6M +$4.63M +56,887 New
PIMG
350
Patriot Investment Management Group
Tennessee
$4.57M -$44.3K -545 -1%

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.