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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
WTB
701
Washington Trust Bank
Washington
$766K +$771K +9,484 New
CNB
702
Camden National Bank
Maine
$757K -$895 -11 -0.1%
MA
703
Mangham Associates
Virginia
$751K -$64.3K -790 -8%
EW
704
Evoke Wealth
California
$747K
HAS
705
HBW Advisory Services
California
$745K +$16.6K +204 +2%
QCG
706
Quadrant Capital Group
Ohio
$741K +$234K +2,879 +46%
BEAM
707
Baker Ellis Asset Management
Washington
$736K -$163K -2,000 -18%
CIA
708
Cascade Investment Advisors
Oregon
$734K +$161K +1,980 +28%
BWM
709
Birchcreek Wealth Management
Ohio
$725K +$286K +3,520 +65%
GIP
710
Greatmark Investment Partners
Georgia
$721K -$1.22M -14,950 -63%
FNBOO
711
First National Bank of Omaha
Nebraska
$713K -$1.14K -14 -0.2%
BCP
712
Blue Chip Partners
Michigan
$712K -$216K -2,655 -23%
EWM
713
EPG Wealth Management
Georgia
$709K +$81 +1 +0%
MFA
714
Mayflower Financial Advisors
Massachusetts
$708K +$1.3K +16 +0.2%
SAM
715
S.A. Mason
Michigan
$703K
WSTAM
716
Wilbanks Smith & Thomas Asset Management
Virginia
$699K -$258K -3,176 -27%
AP
717
Adero Partners
California
$695K -$3.73M -45,907 -84%
BTW
718
Boston Trust Walden
Massachusetts
$686K -$116K -1,431 -14%
SFG
719
SNS Financial Group
Minnesota
$684K -$584K -7,180 -46%
AFS
720
AFG Fiduciary Services
Massachusetts
$683K +$687K +8,447 New
AIC
721
Archer Investment Corporation
Indiana
$680K +$81 +1 +0%
PPW
722
Pasadena Private Wealth
California
$676K +$813 +10 +0.1%
KWA
723
KCS Wealth Advisory
California
$676K +$98.8K +1,215 +17%
TA
724
Trellis Advisors
Washington
$671K +$208K +2,559 +45%
TI
725
tru Independence
Oregon
$651K +$9.03K +111 +1%

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.