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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
MCM
726
Maryland Capital Management
Maryland
$650K -$435K -5,350 -40%
OPA
727
Old Port Advisors
Maine
$650K -$21.7K -267 -3%
IA
728
Insight Advisors
Pennsylvania
$650K -$5.12K -63 -0.8%
EWM
729
Evermay Wealth Management
Virginia
$646K +$357K +4,389 +122%
AAM
730
Aureus Asset Management
Massachusetts
$644K
PSF
731
Pacific Sun Financial
California
$643K
GT
732
Glenview Trust
Kentucky
$632K +$636K +7,823 New
IC
733
IEQ Capital
California
$631K -$105K -1,291 -14%
FCA
734
FLC Capital Advisors
California
$631K
SGCA
735
Steel Grove Capital Advisors
Tennessee
$626K -$282K -3,463 -31%
KFP
736
KB Financial Partners
New Jersey
$623K -$464K -5,703 -43%
CRI
737
Colonial River Investments
Virginia
$621K +$625K +7,683 New
ARC
738
Advisor Resource Council
Texas
$618K +$371K +4,566 +148%
HWM
739
Hemington Wealth Management
Virginia
$617K -$38.1K -469 -6%
DSC
740
Duncker Streett & Co
Missouri
$615K
BAMG
741
Brand Asset Management Group
Missouri
$614K +$37.6K +462 +6%
CC
742
Claybrook Capital
Massachusetts
$614K +$81.3K +1,000 +15%
Fiera Capital (Canada)
743
Fiera Capital (Canada)
Quebec, Canada
$604K -$802K -9,855 -57%
RWA
744
RGT Wealth Advisors
Texas
$604K +$607K +7,469 New
OIA
745
OneDigital Investment Advisors
Kansas
$600K -$211K -2,598 -26%
RWI
746
Red Wave Investments
Pennsylvania
$598K +$128K +1,573 +27%
ACP
747
Aveo Capital Partners
Colorado
$594K +$34.7K +427 +6%
MSA
748
Marino Stram & Associates
Massachusetts
$593K -$110K -1,350 -16%
AIM
749
Acropolis Investment Management
Missouri
$589K
MOS
750
MGO One Seven
Ohio
$582K +$16K +197 +3%

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.