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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
EIP
851
Easterly Investment Partners
Massachusetts
$389K +$391K +4,811 New
WDC
852
Woodward Diversified Capital
California
$387K +$118K +1,445 +43%
TWM
853
Titus Wealth Management
California
$384K +$22.9K +281 +6%
AF
854
Advisornet Financial
Minnesota
$384K +$194K +2,387 +101%
WIP
855
WealthCare Investment Partners
Rhode Island
$384K +$387K +4,755 New
PCFFS
856
Pacific Center for Financial Services
California
$383K -$3.98K -49 -1%
HIP
857
HUB Investment Partners
Texas
$382K +$384K +4,723 New
BG
858
Benedetti & Gucer
Georgia
$378K +$381K +4,688 New
PCIG
859
Partners Capital Investment Group
Massachusetts
$372K -$504K -6,200 -57%
MA
860
Maxele Advisors
Missouri
$372K +$374K +4,600 New
DMIC
861
Dixon Mitchell Investment Counsel
British Columbia, Canada
$370K
FC
862
Fusion Capital
South Carolina
$368K -$13.5K -166 -4%
ECM
863
Evergreen Capital Management
Washington
$368K +$107K +1,314 +41%
BC
864
Brio Consultants
California
$364K -$141K -1,734 -28%
BWA
865
Bordeaux Wealth Advisors
California
$364K +$4.55K +56 +1%
BSWA
866
Bromfield Sneider Wealth Advisors
Massachusetts
$364K +$366K +4,503 New
OMC
867
Overbrook Management Corp
New York
$363K +$32.9K +405 +10%
BFIM
868
Beese Fulmer Investment Management
Ohio
$361K -$662K -8,142 -65%
WAP
869
Wealthcare Advisory Partners
Pennsylvania
$360K -$412K -5,061 -53%
SF
870
Summit Financial
New Jersey
$360K -$142K -1,743 -28%
DP
871
Dearborn Partners
Illinois
$359K +$25.1K +309 +7%
NSIM
872
North Star Investment Management
Illinois
$356K
RPCA
873
Running Point Capital Advisors
California
$356K +$111K +1,367 +45%
CBB
874
Citizens Business Bank
California
$355K +$358K +4,396 New
YIA
875
YHB Investment Advisors
Connecticut
$354K -$50.8K -625 -13%

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.