We are live on ! Find out more
BSV icon

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
PGWM
826
Parisi Gray Wealth Management
New Jersey
$434K +$4.23K +52 +1%
BAS
827
Brown Advisory Securities
Maryland
$432K
KAM
828
KEB Asset Management
Illinois
$431K +$434K +5,336 New
Financial Engines Advisors
829
Financial Engines Advisors
California
$430K +$5.69K +70 +1%
PAM
830
Peak Asset Management
Colorado
$426K +$61.7K +759 +17%
AP
831
Agilis Partners
Massachusetts
$418K
MCM
832
McMillion Capital Management
North Carolina
$417K +$16.3K +200 +4%
MFG
833
MidWestOne Financial Group
Iowa
$417K +$420K +5,161 New
BBW
834
Blue Barn Wealth
Utah
$416K +$163 +2 +0%
GIM
835
Goelzer Investment Management
Indiana
$413K -$52.7K -648 -11%
CHA
836
Carmichael Hill & Associates
Maryland
$413K +$46.8K +575 +13%
PFG
837
PAX Financial Group
Texas
$412K +$18K +221 +5%
SFP
838
Sterling Financial Planning
New Jersey
$411K +$111K +1,360 +37%
MCM
839
Maple Capital Management
Vermont
$410K -$66.6K -819 -14%
CAL
840
Capital Advisors Ltd
Ohio
$410K +$38.4K +472 +10%
MWP
841
Moller Wealth Partners
$408K -$61.5K -756 -13%
FLA
842
Financial Life Advisors
Texas
$406K
RTS
843
Round Table Services
New Jersey
$405K -$23.2K -285 -5%
SWP
844
Summit Wealth Partners
Florida
$404K +$77.1K +948 +23%
SEIA
845
Signature Estate & Investment Advisors
California
$399K -$446K -5,486 -53%
RA
846
RFG Advisory
Alabama
$397K +$400K +4,913 New
ETIA
847
Epic Trust Investment Advisors
Washington
$397K +$400K +4,914 New
RB
848
Rodgers Brothers
Pennsylvania
$394K
BlackRock
849
BlackRock
New York
$393K +$316K +3,880 +396%
NFG
850
Nadler Financial Group
Illinois
$389K -$4.55K -56 -1%

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.