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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
WA
801
Waverly Advisors
Alabama
$478K
AWS
802
Arkfeld Wealth Strategies
Nebraska
$470K +$2.28K +28 +0.5%
RWB
803
RMR Wealth Builders
New Jersey
$468K -$141K -1,734 -23%
KA
804
Klingman & Associates
New York
$467K
RVM
805
Robinson Value Management
Texas
$467K +$233K +2,869 +99%
AIC
806
Argus Investors Counsel
New York
$465K
CAI
807
Capital Advisors Inc
Oklahoma
$465K +$35.9K +441 +8%
WCFA
808
Walkner Condon Financial Advisors
Wisconsin
$464K -$82.6K -1,015 -15%
LL
809
LPWM LLC
Minnesota
$464K +$92.7K +1,140 +25%
PW
810
Peninsula Wealth
California
$463K +$465K +5,722 New
BFA
811
Beaumont Financial Advisors
Massachusetts
$458K
SMC
812
Smith, Moore & Co
Missouri
$458K +$161K +1,985 +54%
MCM
813
Mengis Capital Management
Oregon
$457K -$319K -3,920 -41%
SFM
814
Signet Financial Management
New Jersey
$454K -$21.4K -263 -4%
ML
815
McAdam LLC
Pennsylvania
$451K -$102K -1,253 -18%
B
816
Bridgeworth
Alabama
$447K -$16.8K -206 -4%
RFN
817
RDA Financial Network
Iowa
$444K -$6.91K -85 -2%
PHAM
818
Palisades Hudson Asset Management
Florida
$444K +$2.36K +29 +0.5%
BB
819
Busey Bank
Illinois
$444K +$3.58K +44 +0.8%
DCM
820
Donaldson Capital Management
Indiana
$444K +$446K +5,488 New
IP
821
Ignite Planners
California
$442K +$449K +5,515 New
UL
822
Unionview LLC
Washington
$438K +$440K +5,414 New
IWM
823
IHT Wealth Management
Illinois
$437K -$194K -2,383 -31%
Carson Wealth (CWM LLC)
824
Carson Wealth (CWM LLC)
Nebraska
$435K +$438K +5,386 New
RPWA
825
Regent Peak Wealth Advisors
Georgia
$434K -$58.2K -715 -12%

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.