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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
CC
476
Callan Capital
California
$2.46M -$39K -479 -2%
Mirae Asset Global Investments
477
Mirae Asset Global Investments
South Korea
$2.42M
JE
478
JMAC Enterprises
Pennsylvania
$2.4M +$2.46M +30,213 New
MW
479
Marcum Wealth
Ohio
$2.39M -$240K -2,955 -9%
RJT
480
Raymond James Trust
Florida
$2.38M -$1.3K -16 -0.1%
IWA
481
Inspirion Wealth Advisors
Illinois
$2.37M -$945K -11,623 -28%
CFS
482
Cannon Financial Strategists
Georgia
$2.36M
WHG
483
Westwood Holdings Group
Texas
$2.36M -$1.22M -15,026 -34%
MFW
484
Mosaic Family Wealth
Missouri
$2.34M -$16.6K -204 -0.7%
RTL
485
Red Tortoise LLC
Georgia
$2.34M +$2.05M +25,233 +682%
SSW
486
Stone Summit Wealth
Florida
$2.34M +$2.35M +28,944 New
AC
487
Annandale Capital
Texas
$2.33M -$824K -10,137 -26%
GWCM
488
Godshalk Welsh Capital Management
Pennsylvania
$2.33M +$49K +602 +2%
VAS
489
Vestmark Advisory Solutions
Massachusetts
$2.29M -$228K -2,802 -9%
FPCM
490
Financial Partners Capital Management
New York
$2.26M -$170K -2,085 -7%
SPIA
491
Steward Partners Investment Advisory
New York
$2.25M -$1.72M -21,156 -43%
V
492
Veritable
Delaware
$2.25M
SCP
493
Seizert Capital Partners
Michigan
$2.25M +$3.17K +39 +0.1%
BCA
494
Bay Colony Advisors
Massachusetts
$2.25M +$46.8K +576 +2%
WDG
495
Wealth Dimensions Group
Ohio
$2.24M +$184K +2,263 +9%
TFA
496
Tranquilli Financial Advisor
New Jersey
$2.24M +$409K +5,026 +22%
MCM
497
Mattern Capital Management
Colorado
$2.23M -$131K -1,607 -6%
EBSAM
498
Eubel Brady & Suttman Asset Management
Ohio
$2.23M +$2.24M +27,561 New
GIA
499
Gladstone Institutional Advisory
Florida
$2.22M +$26.6K +327 +1%
RCAG
500
Rehmann Capital Advisory Group
Michigan
$2.21M -$121K -1,485 -5%

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.