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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
RK
776
Rather & Kittrell
Tennessee
$539K +$541K +6,647 New
PNC
777
Park National Corp
Ohio
$536K -$17.6K -216 -3%
MIC
778
Meridian Investment Counsel
California
$536K
CIA
779
Choate Investment Advisors
Massachusetts
$535K
CP
780
Cumberland Partners
Ontario, Canada
$530K +$61K +750 +13%
VW
781
Vance Wealth
California
$527K +$530K +6,519 New
MAM
782
Madison Asset Management
Wisconsin
$523K -$488 -6 -0.1%
GC
783
Gilbert & Cook
Iowa
$522K -$426K -5,238 -45%
BRWM
784
B. Riley Wealth Management
Tennessee
$522K +$525K +6,456 New
AP
785
Arlington Partners
Alabama
$521K
ORC
786
O'Rourke & Company
Massachusetts
$520K +$523K +6,430 New
OBWG
787
Onyx Bridge Wealth Group
New York
$517K +$45K +553 +9%
VFPW
788
Vantage Financial Partners (Wisconsin)
Wisconsin
$510K +$513K +6,306 New
SIC
789
SJS Investment Consulting
Ohio
$508K +$511K +6,289 New
ACM
790
Alamar Capital Management
California
$507K -$50.8K -625 -9%
HCP
791
Holt Capital Partners
Texas
$503K +$4.47K +55 +0.9%
RSWM
792
Robertson Stephens Wealth Management
California
$499K +$503K +6,180 New
Jane Street
793
Jane Street
New York
$498K -$28.8M -354,128 -98%
AMM
794
American Money Management
California
$498K
KCPG
795
Kavar Capital Partners Group
Kansas
$495K -$4.88K -60 -1%
VDI
796
Vaughan David Investments
Illinois
$494K +$12.2K +150 +3%
LJHT
797
Laurie J. Hall Trustee
$493K
MWM
798
Minot Wealth Management
Massachusetts
$490K
CSIC
799
Clifford Swan Investment Counsel
California
$481K -$5.45K -67 -1%
PFG
800
Pacific Financial Group
Washington
$480K +$67.3K +828 +16%

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.