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Vanguard Short-Term Bond ETF

1,165 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, 436 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: 436 | Existing positions reduced: 382

13% more funds holding

Funds holding: 1,0271,165 (+138)

1.25% more ownership

Funds ownership: 71.16%72.41% (+1.2%)

1% more capital invested

Capital invested by funds: $29.9B → $30.3B (+$375M)

Holders
1,165
Holders Change
+138
Holders Change %
+13.44%
% of All Funds
17.93%
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
436
Reduced
382
Closed
68
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MAM
576
McLean Asset Management
Virginia
$1.46M +$895 +11 +0.1%
WTA
577
Washington Trust Advisors
Massachusetts
$1.46M +$1.47M +18,038 New
IFG
578
Independent Financial Group
California
$1.44M +$46.4K +571 +3%
LF
579
LifeSteps Financial
California
$1.44M -$31.4K -386 -2%
SF
580
Synovus Financial
Georgia
$1.43M -$57.3K -704 -4%
EA
581
Eclectic Associates
California
$1.43M +$174K +2,136 +14%
Franklin Resources
582
Franklin Resources
California
$1.42M -$2.1M -25,807 -59%
IF
583
Insight Folios
North Carolina
$1.39M -$4.88K -60 -0.3%
SFS
584
Security Financial Services
Indiana
$1.38M +$1.39M +17,037 New
WB
585
Webster Bank
Connecticut
$1.37M +$24.8K +305 +2%
SFA
586
Sequoia Financial Advisors
Ohio
$1.36M +$1.02M +12,551 +291%
HWA
587
Hillcrest Wealth Advisors
New Jersey
$1.35M
RPG
588
Resource Planning Group
Georgia
$1.35M -$219K -2,698 -14%
AIM
589
Alhambra Investment Management
Florida
$1.34M +$404K +4,967 +43%
LW
590
Linscomb Wealth
Texas
$1.32M +$168K +2,060 +14%
CPIA
591
Cornell Pochily Investment Advisors
New York
$1.31M -$312K -3,840 -19%
EWA
592
Exencial Wealth Advisors
Oklahoma
$1.29M +$1.3M +15,998 New
VIA
593
Vickerman Investment Advisors
Washington
$1.29M -$9.67M -118,891 -88%
FPB
594
First PREMIER Bank
South Dakota
$1.27M -$516K -6,348 -29%
AWA
595
Aletheian Wealth Advisors
Washington
$1.27M +$1.28M +15,678 New
LRWA
596
Long Run Wealth Advisors
New York
$1.26M +$1.27M +15,600 New
GWA
597
Gibson Wealth Advisors
Texas
$1.26M +$1.27M +15,566 New
MFA
598
McClarren Financial Advisors
Pennsylvania
$1.26M +$1.26M +15,538 New
JIC
599
Joel Isaacson & Co
New York
$1.25M +$5.12K +63 +0.4%
FLPIM
600
F.L. Putnam Investment Management
Massachusetts
$1.25M -$148K -1,825 -11%

BSV Hedge Fund Activity: Q4 2021 in Review

1,165 of the 6,499 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 436 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.

  • 1,165 institutional investors held Vanguard Short-Term Bond ETF (BSV) as of Q4 2021, up from 1,027 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.