We are live on ! Find out more
BSV icon

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
UB
426
UMB Bank
Missouri
$3.09M +$335K +4,124 +12%
SIC
427
Schwartz Investment Counsel
Michigan
$3.08M
ACM
428
AUA Capital Management
Pennsylvania
$3.07M -$19.9K -245 -0.6%
PWM
429
Provident Wealth Management
Tennessee
$3.07M -$63.5K -781 -2%
KOMWMG
430
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$3.07M -$1.77M -21,712 -36%
BHWM
431
Beaird Harris Wealth Management
Texas
$3.07M +$3.09M +37,982 New
MIAN
432
Mariner Independent Advisor Network
Kansas
$3.06M +$453K +5,569 +17%
CFAM
433
Center For Asset Management
Florida
$3.05M -$766K -9,416 -20%
BST
434
Bath Savings Trust
Maine
$3.05M +$318K +3,915 +12%
MA
435
Mutual Advisors
Nebraska
$3.05M -$662K -8,137 -18%
F
436
F3Logic
Minnesota
$3.04M +$89K +1,094 +3%
WS
437
Wedbush Securities
California
$3.03M +$52.7K +648 +2%
SAMC
438
Spectrum Asset Management (California)
California
$2.99M -$366K -4,500 -11%
LFP
439
Leeward Financial Partners
Washington
$2.99M +$3.01M +37,005 New
SIA
440
Sage Investment Advisers
New York
$2.97M +$2.99M +36,765 New
RFC
441
Regions Financial Corp
Alabama
$2.92M -$878K -10,800 -23%
C
442
Clearshares
New York
$2.9M
BIP
443
Blueprint Investment Partners
North Carolina
$2.9M +$2.91M +35,827 New
AC
444
Applied Capital
Arkansas
$2.89M -$401K -4,935 -12%
CCWA
445
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.89M +$384K +4,723 +15%
IWC
446
Integrated Wealth Concepts
Massachusetts
$2.87M +$40.1K +493 +1%
CIBC World Market
447
CIBC World Market
Ontario, Canada
$2.84M -$1.75M -21,464 -38%
Lazard Asset Management
448
Lazard Asset Management
New York
$2.83M
SB
449
Simmons Bank
Arkansas
$2.82M -$3.54M -43,549 -55%
SWA
450
Stratos Wealth Advisors
Ohio
$2.81M +$1.21M +14,886 +75%

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.