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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
LTL
376
Lowery Thomas LLC
California
$3.9M +$3.92M +48,226 New
WTC
377
WhitTier Trust Company
Nevada
$3.89M -$30.1K -370 -0.8%
BFEC
378
Benjamin F. Edwards & Company
Missouri
$3.89M +$212K +2,608 +6%
ACA
379
Anchor Capital Advisors
Massachusetts
$3.87M -$13.7M -168,607 -78%
GFPC
380
Global Financial Private Client
Florida
$3.84M +$131K +1,607 +3%
FLI
381
Family Legacy Inc
South Carolina
$3.81M +$64.5K +793 +2%
HWIS
382
Hancock Whitney Investment Services
Louisiana
$3.81M +$3.84M +47,179 New
CCM
383
Crabel Capital Management
California
$3.8M +$1.53M +18,759 +66%
CMBA
384
C.M. Bidwell & Associates
Hawaii
$3.78M -$1.35M -16,606 -26%
AAS
385
Avantax Advisory Services
Texas
$3.75M +$782K +9,614 +26%
SI
386
Stephens Inc
Arkansas
$3.71M +$216K +2,650 +6%
SS
387
Simplicity Solutions
Minnesota
$3.71M -$57.3K -704 -2%
AACR
388
ACR Alpine Capital Research
Missouri
$3.7M -$92K -1,131 -2%
DHFB
389
Dixon Hubard Feinour & Brown
Virginia
$3.69M -$2.45M -30,163 -40%
LFAS
390
Level Four Advisory Services
Texas
$3.69M +$3.51M +43,140 +1,744%
BTIM
391
BancFirst Trust & Investment Management
Oklahoma
$3.68M +$3.71M +45,581 New
Cerity Partners
392
Cerity Partners
New York
$3.67M +$2.01M +24,700 +119%
PG
393
Proffitt & Goodson
Tennessee
$3.66M +$1.38K +17 +0%
RCM
394
Requisite Capital Management
Texas
$3.63M -$483K -5,934 -12%
OWA
395
Opal Wealth Advisors
New York
$3.63M +$3.65M +44,861 New
TFM
396
TFC Financial Management
Massachusetts
$3.61M +$166K +2,042 +5%
AFP
397
Ausdal Financial Partners
Iowa
$3.61M +$104K +1,275 +3%
Millennium Management
398
Millennium Management
New York
$3.58M +$3.61M +44,343 New
CAM
399
Columbia Asset Management
Michigan
$3.57M +$250K +3,075 +7%
MIM
400
Moseley Investment Management
Florida
$3.56M +$143K +1,756 +4%

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.