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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
DWM
751
Dakota Wealth Management
Florida
$578K +$167K +2,050 +40%
GAM
752
Gould Asset Management
California
$575K -$158K -1,940 -21%
AP
753
Americana Partners
Texas
$574K -$323K -3,967 -36%
KFA
754
Kelleher Financial Advisors
New York
$573K +$3.42K +42 +0.6%
JWA
755
JFS Wealth Advisors
Pennsylvania
$571K
DCM
756
DGS Capital Management
New Jersey
$570K +$573K +7,049 New
TAM
757
Todd Asset Management
Kentucky
$569K -$30.9K -380 -5%
EFS
758
Essex Financial Services
Connecticut
$569K +$48.1K +591 +9%
SIC
759
Samalin Investment Counsel
New York
$569K +$65.5K +805 +13%
PWMG
760
Pinnacle Wealth Management Group
Michigan
$568K -$84.6K -1,040 -13%
WFM
761
Wolff Financial Management
Michigan
$565K +$568K +6,985 New
CWM
762
Connecticut Wealth Management
Connecticut
$563K -$10.8K -133 -2%
RPA
763
Rock Point Advisors
Vermont
$563K
JCM
764
Jacobi Capital Management
Pennsylvania
$563K +$270K +3,324 +91%
FDCDDQ
765
Federation des caisses Desjardins du Quebec
Quebec, Canada
$563K -$8.62K -106 -1%
CAN
766
Claraphi Advisory Network
United States
$555K -$145K -1,782 -21%
RCM
767
Radnor Capital Management
Pennsylvania
$555K +$559K +6,872 New
EA
768
Elm Advisors
California
$552K +$80.1K +985 +17%
Neuberger Berman Group
769
Neuberger Berman Group
New York
$548K +$272K +3,345 +98%
SHFA
770
SC&H Financial Advisors
Maryland
$547K +$550K +6,766 New
PA
771
PFG Advisors
Arizona
$546K -$246K -3,021 -31%
PA
772
Pinnacle Associates
New York
$546K +$244 +3 +0%
BLC
773
Brown, Lisle/Cummings
Rhode Island
$545K +$548K +6,743 New
MIH
774
Meitav Investment House
Israel
$543K -$12.1K -149 -2%
MCM
775
Monarch Capital Management
Indiana
$541K -$831K -10,215 -60%

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.