We are live on ! Find out more
BSV icon

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
LA
601
Latitude Advisors
Florida
$1.24M -$45.9K -564 -4%
LNWWM
602
Laird Norton Wetherby Wealth Management
California
$1.24M +$236K +2,900 +23%
TSS
603
Two Sigma Securities
New York
$1.23M +$479K +5,889 +63%
MWM
604
Maripau Wealth Management
Indiana
$1.23M +$1.26M +15,526 New
CPA
605
Capital Performance Advisors
California
$1.23M +$1.25M +15,353 New
USCWA
606
U.S. Capital Wealth Advisors
Texas
$1.23M -$25K -307 -2%
LC
607
Lincoln Capital
Nebraska
$1.22M -$170K -2,088 -12%
BFA
608
Beacon Financial Advisory
Ohio
$1.21M -$56K -688 -4%
LIA
609
LBMC Investment Advisors
Tennessee
$1.2M +$1.13M +13,882 +1,372%
DP
610
Denver PWM
Colorado
$1.19M -$458K -5,631 -28%
PG
611
Patten Group
Tennessee
$1.19M +$199K +2,441 +20%
MA
612
MBA Advisors
Pennsylvania
$1.19M -$120K -1,472 -9%
BWM
613
BerganKDV Wealth Management
Minnesota
$1.18M +$74.8K +920 +7%
WB
614
WesBanco Bank
West Virginia
$1.17M +$119K +1,469 +11%
HI
615
Harbour Investments
Wisconsin
$1.16M -$1.06M -13,087 -48%
SIA
616
Soltis Investment Advisors
Utah
$1.16M +$330K +4,052 +40%
HWA
617
HCR Wealth Advisors
California
$1.16M
WP
618
WealthPLAN Partners
Nebraska
$1.14M -$45.5K -560 -4%
PCM
619
Pointe Capital Management
Michigan
$1.14M
MA
620
MONECO Advisors
Connecticut
$1.13M -$63.3K -778 -5%
PCA
621
Pallas Capital Advisors
Massachusetts
$1.13M -$2.6M -31,915 -69%
MFT
622
Moisand Fitzgerald Tamayo
Florida
$1.12M +$20.3K +250 +2%
MSS
623
Mitchell Sinkler & Starr
Pennsylvania
$1.11M
CHJWM
624
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.1M
HC
625
Hamilton Capital
Ohio
$1.1M +$1.11M +13,613 New

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.