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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
TPCW
76
TD Private Client Wealth
New York
$39.3M +$8.61M +105,921 +28%
GAM
77
Gemmer Asset Management
California
$38.8M +$6.73M +82,702 +21%
PGFC
78
Peapack-Gladstone Financial Corp
New Jersey
$37.5M +$12.6K +155 +0%
Victory Capital Management
79
Victory Capital Management
Texas
$34.8M -$673K -8,273 -2%
BWM
80
Brickley Wealth Management
California
$34.3M +$1.34M +16,456 +4%
PD
81
Planning Directions
Pennsylvania
$34M -$96.8K -1,190 -0.3%
CW
82
CreativeOne Wealth
Kansas
$33.6M -$190K -2,337 -0.6%
Fifth Third Bancorp
83
Fifth Third Bancorp
Ohio
$33.4M +$2.83M +34,823 +9%
Man Group
84
Man Group
United Kingdom
$33.1M -$286K -3,522 -0.9%
BC
85
Bartlett & Co
Ohio
$32M -$3.01K -37 -0%
BCWM
86
Bartlett & Co Wealth Management
Ohio
$32M -$3.01K -37 -0%
Citigroup
87
Citigroup
New York
$32M +$978K +12,031 +3%
FHA
88
First Horizon Advisors
Tennessee
$32M +$1.03M +12,707 +3%
AI
89
Atria Investments
North Carolina
$31.1M +$6.85M +84,209 +28%
BFA
90
Bluestem Financial Advisors
Illinois
$30.8M +$1.13M +13,907 +4%
Cetera Investment Advisers
91
Cetera Investment Advisers
Illinois
$30.6M +$2.82M +34,724 +10%
BWA
92
BDO Wealth Advisors
Florida
$30.1M -$1.46M -17,976 -5%
Bank of Montreal
93
Bank of Montreal
Ontario, Canada
$29M -$5.21M -64,091 -15%
PWLP
94
Prio Wealth Limited Partnership
Massachusetts
$28.8M +$1.9M +23,332 +7%
PAG
95
Private Advisor Group
New Jersey
$28.6M -$7.08M -87,095 -20%
GLLW
96
Graves Light Lenhart Wealth
Virginia
$28.5M -$740K -9,094 -3%
KAS
97
Kestra Advisory Services
Texas
$28.2M +$128K +1,577 +0.5%
HI
98
Human Investing
Oregon
$27.9M +$1.05M +12,964 +4%
AF
99
Affiance Financial
Minnesota
$27.9M -$309K -3,803 -1%
AC
100
Apella Capital
Connecticut
$27.6M +$3.16M +38,868 +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.