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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
Koshinski Asset Management
401
Koshinski Asset Management
Illinois
$3.55M +$97.1K +1,194 +3%
NWM
402
Northwest Wealth Management
Iowa
$3.55M +$467K +5,744 +15%
TT
403
TI-Trust
Illinois
$3.54M +$3.56M +43,778 New
SFS
404
Sowell Financial Services
Arkansas
$3.53M -$808K -9,932 -19%
HDIM
405
Hanson & Doremus Investment Management
Vermont
$3.52M +$555K +6,823 +19%
OMC
406
Old Mission Capital
Illinois
$3.48M +$2.39M +29,388 +215%
AWA
407
Aquire Wealth Advisors
Utah
$3.44M +$3.47M +42,620 New
BBA
408
BLB&B Advisors
Pennsylvania
$3.43M +$374K +4,596 +12%
CG
409
Colony Group
Massachusetts
$3.42M -$1.34M -16,504 -28%
N
410
Natixis
France
$3.41M +$145K +1,786 +4%
BS
411
Banco Santander
Spain
$3.4M -$788K -9,690 -19%
SW
412
StrongBox Wealth
Missouri
$3.38M -$310K -3,813 -8%
AFS
413
Axiom Financial Strategies
Indiana
$3.36M +$138K +1,694 +4%
BOC
414
Bull Oak Capital
California
$3.34M +$3.36M +41,337 New
BAM
415
Baldrige Asset Management
Pennsylvania
$3.33M -$40.8K -502 -1%
BNP Paribas Financial Markets
416
BNP Paribas Financial Markets
France
$3.31M +$2.89M +35,497 +654%
JFGIW
417
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.29M -$400K -4,915 -11%
NL
418
Navalign LLC
California
$3.28M -$891K -10,959 -21%
FWM
419
Frontier Wealth Management
Missouri
$3.27M -$12.6K -155 -0.4%
FWP
420
FAS Wealth Partners
Kansas
$3.22M -$2.53M -31,155 -44%
PFM
421
Phillips Financial Management
Indiana
$3.22M -$65.9K -810 -2%
PMG
422
ProVise Management Group
Florida
$3.21M -$825K -10,146 -20%
KP
423
Keel Point
Alabama
$3.2M -$569 -7 -0%
CCA
424
Cadent Capital Advisors
Oklahoma
$3.19M +$197K +2,421 +7%
SWP
425
Strategic Wealth Partners
Ohio
$3.11M -$59.1K -727 -2%

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.