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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
AWA
876
Acorn Wealth Advisors
Michigan
$354K +$12.9K +159 +4%
CSPAM
877
Cary Street Partners Asset Management
Virginia
$354K +$145K +1,781 +69%
MA
878
Montag & Associates
Georgia
$353K
OAM
879
Occidental Asset Management
California
$352K -$4.07K -50 -1%
AT
880
Arden Trust
Delaware
$348K -$2.85K -35 -0.8%
MFS
881
McNamara Financial Services
Massachusetts
$348K +$6.59K +81 +2%
DFC
882
DB Fitzpatrick & Co
Idaho
$348K +$350K +4,301 New
CAP
883
Columbia Advisory Partners
Washington
$347K +$349K +4,290 New
PCM
884
Parsons Capital Management
Rhode Island
$338K
CA
885
Clearstead Advisors
Ohio
$336K +$126K +1,550 +60%
SW
886
SteelPeak Wealth
California
$332K -$310K -3,816 -48%
NDSI
887
Newman Dignan & Sheerar Inc
Rhode Island
$331K -$73.6K -905 -18%
Wealthfront Advisers
888
Wealthfront Advisers
California
$330K +$332K +4,082 New
ASW
889
Astoria Strategic Wealth
Texas
$326K +$3.17K +39 +1%
FNWM
890
Financial Network Wealth Management
Utah
$326K +$53.1K +653 +19%
WIM
891
Warwick Investment Management
Texas
$325K +$327K +4,019 New
BCI
892
Brinker Capital Investments
Pennsylvania
$325K +$327K +4,022 New
PG
893
Prostatis Group
Maryland
$324K -$27K -332 -8%
CNC
894
Canandaigua National Corp
New York
$324K +$74.2K +912 +29%
VFIC
895
Valley Forge Investment Consultants
Pennsylvania
$323K +$325K +3,999 New
HWM
896
Howard Wealth Management
Connecticut
$320K +$28.6K +352 +10%
DHGWA
897
Dixon Hughes Goodman Wealth Advisors
North Carolina
$319K +$321K +3,949 New
FIA
898
Foundations Investment Advisors
Arizona
$317K -$16.8K -206 -5%
IWP
899
Icon Wealth Partners
Texas
$316K -$17.3K -213 -5%
FA
900
Fermata Advisors
California
$315K -$309K -3,799 -49%

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.