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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
HIS
951
Horizon Investment Services
Indiana
$256K -$1.63K -20 -0.6%
GLA
952
Good Life Advisors
Pennsylvania
$255K -$9.68K -119 -4%
JIR
953
James Investment Research
Ohio
$254K -$15.3K -188 -6%
AAMC
954
Asset Allocation & Management Company
Illinois
$254K
SCM
955
Spreng Capital Management
Ohio
$254K +$255K +3,140 New
BAG
956
Briggs Advisory Group
Rhode Island
$253K +$255K +3,132 New
CIR
957
Clear Investment Research
Georgia
$251K +$87.8K +1,079 +53%
Kovitz Investment Group Partners
958
Kovitz Investment Group Partners
Illinois
$251K +$246K +3,024 New
DIA
959
Davidson Investment Advisors
Montana
$251K +$253K +3,109 New
CCFM
960
Clear Creek Financial Management
Washington
$250K -$121K -1,492 -33%
RWA
961
Ropes Wealth Advisors
Massachusetts
$249K -$79.2K -974 -24%
AC
962
Addison Capital
Pennsylvania
$248K -$12.2K -150 -5%
AT
963
American Trust
Kentucky
$244K +$246K +3,019 New
MCC
964
Money Concepts Capital
Florida
$244K +$246K +3,022 New
PCM
965
Presidio Capital Management
California
$243K +$244K +3,000 New
IC
966
Intersect Capital
California
$242K
TWP
967
Tempus Wealth Planning
California
$242K
PFG
968
Pinnacle Financial Group
Illinois
$241K +$243K +2,987 New
BFS
969
Baskin Financial Services
Ontario, Canada
$238K
BWM
970
BCS Wealth Management
Tennessee
$237K -$4.88K -60 -2%
RMDI
971
R.M. Davis Inc
Maine
$237K
PCIA
972
Prime Capital Investment Advisors
Kansas
$236K +$238K +2,921 New
SYBT
973
Stock Yards Bank & Trust
Kentucky
$236K +$238K +2,921 New
TF
974
Trek Financial
Arizona
$235K -$111K -1,368 -32%
LFG
975
Lockerman Financial Group
California
$234K +$236K +2,897 New

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.