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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
OCM
351
Orser Capital Management
Texas
$4.55M +$656K +8,060 +17%
EG
352
Enstar Group
Bermuda
$4.54M
PFPT
353
Pinnacle Financial Partners (Tennessee)
Tennessee
$4.53M +$1.45M +17,876 +47%
Bank Julius Baer & Co
354
Bank Julius Baer & Co
Switzerland
$4.49M +$25.2K +310 +0.6%
UA
355
Unison Advisors
District of Columbia
$4.48M -$284K -3,495 -6%
LWM
356
Laidlaw Wealth Management
New York
$4.47M +$4.49M +55,258 New
BIA
357
BHK Investment Advisors
Alabama
$4.45M -$89.6K -1,102 -2%
LSAG
358
Lake Street Advisors Group
New Hampshire
$4.42M +$4.45M +54,675 New
FIM
359
Freedom Investment Management
Connecticut
$4.34M -$145K -1,778 -3%
SJIA
360
St. James Investment Advisors
New York
$4.33M +$4.36M +53,635 New
HTC
361
Haverford Trust Company
Pennsylvania
$4.33M -$651 -8 -0%
1WA
362
180 Wealth Advisors
Washington
$4.31M -$126K -1,553 -3%
HPC
363
HM Payson & Co
Maine
$4.27M +$541K +6,647 +14%
FPWM
364
FSB Premier Wealth Management
Iowa
$4.18M -$172K -2,119 -4%
MPWT
365
MassMutual Private Wealth & Trust
Connecticut
$4.18M -$1.5M -18,407 -26%
AOWM
366
Alpha Omega Wealth Management
Virginia
$4.17M +$214K +2,627 +5%
EWM
367
Endurance Wealth Management
Rhode Island
$4.17M +$19.9K +245 +0.5%
KWM
368
Kingsview Wealth Management
Oregon
$4.14M -$543K -6,675 -12%
SW
369
SVB Wealth
Massachusetts
$4.13M -$470K -5,782 -10%
SIM
370
Sadoff Investment Management
Wisconsin
$3.99M -$234K -2,877 -6%
IA
371
IFP Advisors
Florida
$3.96M -$117K -1,433 -3%
CA
372
Cetera Advisors
Colorado
$3.95M +$382K +4,694 +11%
SC
373
Slow Capital
California
$3.93M +$460K +5,654 +13%
AA
374
Alesco Advisors
New York
$3.92M -$227K -2,794 -5%
EVM
375
Eaton Vance Management
Massachusetts
$3.92M +$427K +5,255 +12%

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.