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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
TGAM
926
TBH Global Asset Management
Tennessee
$282K -$17.5K -215 -6%
SCG
927
Sonata Capital Group
Washington
$282K
SSI
928
Scott & Selber Inc
Texas
$279K +$5.21K +64 +2%
FFM
929
Forum Financial Management
Illinois
$277K +$278K +3,424 New
NW
930
NewEdge Wealth
Pennsylvania
$276K +$278K +3,418 New
GT
931
Greenleaf Trust
Michigan
$275K +$276K +3,398 New
TTWM
932
TCV Trust & Wealth Management
Virginia
$275K +$277K +3,403 New
CBA
933
Coastal Bridge Advisors
Connecticut
$272K +$270K +3,318 New
TA
934
TFG Advisers
Michigan
$271K -$1.54K -19 -0.6%
Toronto Dominion Bank
935
Toronto Dominion Bank
Ontario, Canada
$270K +$190K +2,340 +234%
GP
936
Girard Partners
Pennsylvania
$269K +$28.1K +346 +12%
ST
937
Spinnaker Trust
Maine
$268K
WA
938
Wealthstream Advisors
New York
$267K +$268K +3,298 New
MFG
939
Merit Financial Group
Georgia
$266K
KF
940
Krilogy Financial
Missouri
$266K +$895 +11 +0.3%
AUIM
941
Aegon USA Investment Management
Iowa
$265K
CAM
942
Concorde Asset Management
Michigan
$262K -$42.5K -522 -14%
WPA
943
West Paces Advisors
Georgia
$262K +$244 +3 +0.1%
CWM
944
Collaborative Wealth Management
Florida
$261K +$262K +3,224 New
MKA
945
M. Kulyk & Associates
Georgia
$261K +$262K +3,224 New
CFA
946
Carroll Financial Associates
North Carolina
$260K
ACM
947
Advance Capital Management
Michigan
$260K +$261K +3,215 New
CSA
948
Cottage Street Advisors
Massachusetts
$259K +$261K +3,206 New
NCM
949
Narwhal Capital Management
Georgia
$258K +$9.52K +117 +4%
JAG
950
Journey Advisory Group
Kentucky
$258K +$17.2K +211 +7%

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.