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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
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$164M -$5.02M -61,692 -3%
Stifel Financial
27
Stifel Financial
Missouri
$156M -$1.2M -14,751 -0.8%
BCMIO
28
Beacon Capital Management Inc (Ohio)
Ohio
$151M +$17.1M +210,329 +13%
CAPTRUST Financial Advisors
29
CAPTRUST Financial Advisors
North Carolina
$147M +$31.9M +392,445 +28%
TLFA
30
True Link Financial Advisors
California
$145M +$3.12M +38,301 +2%
DADC
31
D.A. Davidson & Co
Montana
$142M +$14.7M +180,721 +11%
NA
32
NextCapital Advisers
Illinois
$141M +$12.8M +157,112 +10%
Creative Planning
33
Creative Planning
Kansas
$139M -$5.36M -65,893 -4%
RJFSA
34
Raymond James Financial Services Advisors
Florida
$123M +$5.41M +66,539 +5%
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$121M -$2.2M -27,008 -2%
TA
36
TruWealth Advisors
Louisiana
$98M +$5.32M +65,407 +6%
TCM
37
TD Capital Management
Tennessee
$92.9M +$1.43M +17,634 +2%
DC
38
Davenport & Co
Virginia
$88.3M -$78.9M -969,681 -47%
HAFS
39
Hapanowicz & Associates Financial Services
Pennsylvania
$82.8M +$5.99M +73,706 +8%
Jones Financial Companies
40
Jones Financial Companies
Missouri
$80.7M -$414K -5,085 -0.5%
EA
41
Efficient Advisors
Ohio
$78.4M +$13.5M +166,281 +21%
EC
42
Estate Counselors
Wisconsin
$78.2M +$6.86M +84,403 +10%
Citadel Advisors
43
Citadel Advisors
Florida
$78.1M +$62.4M +766,779 +384%
HighTower Advisors
44
HighTower Advisors
Illinois
$78.1M +$9.14M +112,343 +13%
USAA
45
United Services Automobile Association
Texas
$75.8M -$8.01M -98,486 -10%
RWM
46
Ritholtz Wealth Management
New York
$72.1M -$1.03M -12,705 -1%
Goldman Sachs
47
Goldman Sachs
New York
$70.8M -$109M -1,336,134 -60%
FCH
48
Freestone Capital Holdings
Washington
$69.1M -$2.54M -31,170 -4%
Janney Montgomery Scott
49
Janney Montgomery Scott
Pennsylvania
$64.3M -$3.5M -42,980 -5%
VFP
50
Verus Financial Partners
Virginia
$64M +$1.81M +22,255 +3%

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.