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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
MML Investors Services
51
MML Investors Services
Massachusetts
$61.4M -$12.2M -149,877 -16%
VA
52
Valmark Advisers
Ohio
$61M +$2.83M +34,845 +5%
UCFA
53
United Capital Financial Advisors
Texas
$59.5M +$4.18M +51,437 +8%
BSW
54
Buckingham Strategic Wealth
Missouri
$58.5M +$15.6M +191,448 +36%
Thrivent Financial for Lutherans
55
Thrivent Financial for Lutherans
Minnesota
$57.7M -$1.73M -21,312 -3%
PNC Financial Services Group
56
PNC Financial Services Group
Pennsylvania
$55.6M +$2.49M +30,589 +5%
JC
57
Jentner Corp
Ohio
$55.1M +$1.19M +14,686 +2%
CCM
58
Carlson Capital Management
Minnesota
$52M +$10.6M +130,795 +26%
EHC
59
Everett Harris & Co
California
$51.6M +$4.45M +54,670 +9%
WCWM
60
Willow Creek Wealth Management
California
$50.7M +$1.77M +21,734 +4%
DPI
61
Diversified Portfolios Inc
Michigan
$50.6M +$1.76M +21,687 +4%
MAM
62
Meeder Asset Management
Ohio
$49M -$12.9M -158,186 -21%
PP
63
PrairieView Partners
Minnesota
$47.9M +$1.54M +18,934 +3%
US Bancorp
64
US Bancorp
Minnesota
$47.6M -$4.34M -53,362 -8%
HPWM
65
Highland Private Wealth Management
Washington
$47.1M +$5.95M +73,119 +14%
AWM
66
AE Wealth Management
Kansas
$47M +$13.4M +164,393 +39%
AAS
67
Ameritas Advisory Services
Nebraska
$46.3M +$46.6M +572,782 New
MWA
68
Martel Wealth Advisors
Washington
$45.1M +$2.68M +32,946 +6%
CF
69
Corrigan Financial
Rhode Island
$43.4M +$748K +9,197 +2%
COCM
70
Charter Oak Capital Management
New Hampshire
$42.8M +$2.51M +30,833 +6%
WPWM
71
Windward Private Wealth Management
Kansas
$42.7M +$1.96M +24,134 +5%
DY
72
Dowling & Yahnke
California
$41.9M +$30.1M +369,565 +248%
BPA
73
Beacon Pointe Advisors
California
$41.6M +$33.8M +416,040 +420%
DWM
74
Doyle Wealth Management
Florida
$40.6M +$1.83M +22,558 +5%
FG
75
Fiduciary Group
Georgia
$39.6M +$766K +9,414 +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.