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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
GIA
626
Guyasuta Investment Advisors
Pennsylvania
$1.08M
RI
627
Ridgewood Investments
New Jersey
$1.08M +$248K +3,044 +30%
AFAS
628
Acorn Financial Advisory Services
Virginia
$1.07M +$201K +2,468 +23%
SCA
629
Snowden Capital Advisors
New York
$1.06M -$452K -5,553 -30%
KeyBank National Association
630
KeyBank National Association
Ohio
$1.06M +$81.7K +1,005 +8%
ACM
631
Armbruster Capital Management
New York
$1.06M -$3.99M -49,059 -79%
GM
632
GeoWealth Management
Illinois
$1.05M -$1.59M -19,601 -60%
TA
633
TrueWealth Advisors
Alabama
$1.05M +$134K +1,643 +15%
FF
634
FourThought Financial
Florida
$1.05M -$236K -2,897 -18%
CF
635
Centaurus Financial
California
$1.04M -$140K -1,724 -12%
AAM
636
Autus Asset Management
Arizona
$1.03M +$12.9K +159 +1%
AWE
637
Avidian Wealth Enterprises
Texas
$1.02M +$394K +4,846 +62%
WIA
638
World Investment Advisors
California
$1.02M -$793K -9,745 -43%
3LCM
639
3D/L Capital Management
Connecticut
$1.01M +$2.03K +25 +0.2%
BDF
640
Black Diamond Financial
Maryland
$996K -$424K -5,210 -30%
SIM
641
Stratos Investment Management
Ohio
$994K -$630K -7,751 -39%
BAM
642
Brave Asset Management
New Jersey
$988K -$28.9K -355 -3%
CB
643
Community Bank
New York
$985K -$813 -10 -0.1%
AP
644
Advisors Preferred
Maryland
$981K +$176K +2,170 +22%
FG
645
Foster Group
Iowa
$956K -$156K -1,913 -14%
DFA
646
Delta Financial Advisors
Louisiana
$956K -$43.5K -535 -4%
BJL
647
Brighton Jones LLC
Washington
$956K -$4.39K -54 -0.5%
PFGIA
648
Patriot Financial Group Insurance Agency
Massachusetts
$954K +$293K +3,606 +44%
BWA
649
Blodgett Wealth Advisors
California
$951K +$957K +11,765 New
AssetMark Inc
650
AssetMark Inc
California
$944K -$19.9K -245 -2%

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.