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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
NFG
501
Nations Financial Group
Iowa
$2.2M -$1.79K -22 -0.1%
LWAC
502
Laurel Wealth Advisors (California)
California
$2.2M -$187K -2,297 -8%
HNW
503
High Note Wealth
Minnesota
$2.17M +$640K +7,867 +41%
AL
504
Aspiriant LLC
California
$2.17M +$753K +9,262 +53%
OCM
505
Orion Capital Management
California
$2.13M -$73.4K -903 -3%
GSWM
506
Greenup Street Wealth Management
Michigan
$2.12M +$2.13M +26,162 New
MSFS
507
Main Street Financial Solutions
Pennsylvania
$2.1M +$66K +811 +3%
NGA
508
Naples Global Advisors
Florida
$2.1M +$377K +4,635 +22%
AIM
509
AMI Investment Management
Indiana
$2.08M -$27.1K -333 -1%
AA
510
Axiom Advisory
California
$2.08M +$2.09M +25,678 New
CWM
511
Calamos Wealth Management
Illinois
$2.08M -$651K -8,006 -24%
IP
512
Investment Partners
Ohio
$2.06M +$108K +1,327 +5%
PCWA
513
Pacific Capital Wealth Advisors
California
$2.06M +$569 +7 +0%
SCA
514
STALEY CAPITAL ADVISERS
Pennsylvania
$2.05M -$16.3K -200 -0.8%
BF
515
BOK Financial
Oklahoma
$2.02M -$1.23M -15,182 -38%
KA
516
Kovack Advisors
Florida
$2M +$22K +271 +1%
BS
517
Boenning & Scattergood
Pennsylvania
$1.97M +$325 +4 +0%
HPM
518
Hudson Portfolio Management
New York
$1.97M -$158K -1,946 -7%
CA
519
Calton & Associates
Florida
$1.97M -$70.3K -864 -3%
RC
520
RegentAtlantic Capital
New Jersey
$1.95M +$843K +10,364 +75%
TB
521
Treynor Bancshares
Iowa
$1.94M +$1.95M +24,000 New
OWA
522
Outlook Wealth Advisors
Texas
$1.93M +$498K +6,127 +34%
SMG
523
Smart Money Group
Texas
$1.91M -$767K -9,428 -29%
EWM
524
Empirical Wealth Management
Washington
$1.91M +$38K +467 +2%
SWM
525
Soundmark Wealth Management
Washington
$1.87M -$453K -5,575 -19%

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.