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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
BRC
976
Bell Rock Capital
Delaware
$234K +$236K +2,901 New
WF
977
Wayfinding Financial
Washington
$234K +$238K +2,932 New
FMTC
978
Farmers & Merchants Trust Company
California
$232K -$22K -270 -9%
RPCONE
979
Retirement Planning Company of New England
Rhode Island
$232K +$234K +2,871 New
WIC
980
Woodmont Investment Counsel
Tennessee
$230K -$1.79K -22 -0.8%
AWA
981
Alta Wealth Advisors
Massachusetts
$228K
SAF
982
Smith Anglin Financial
Texas
$227K -$12.9K -159 -5%
ACM
983
Alpha Capital Management
Texas
$227K +$16.3K +200 +8%
DT
984
Diversified Trust
Tennessee
$227K +$229K +2,811 New
C
985
Certuity
Florida
$226K
TCBWMS
986
Texas Capital Bank Wealth Management Services
Texas
$226K
CFA
987
Compass Financial Advisors
Indiana
$225K +$226K +2,784 New
First Manhattan
988
First Manhattan
New York
$224K +$10.3K +127 +5%
NCM
989
Northwest Capital Management
Oregon
$223K -$305K -3,750 -57%
LC
990
Landaas & Company
Wisconsin
$220K
PP
991
Palladium Partners
Virginia
$220K +$221K +2,718 New
FRA
992
Front Row Advisors
California
$219K
TCOO
993
Trust Company of Oklahoma
Oklahoma
$218K +$220K +2,700 New
BWA
994
Beam Wealth Advisors
Louisiana
$218K -$641K -7,887 -74%
BFS
995
Beacon Financial Strategies
North Carolina
$217K
CAGAS
996
Capital Advisory Group Advisory Services
Minnesota
$216K -$1.64M -20,156 -88%
TC
997
TAGStone Capital
North Carolina
$216K +$217K +2,668 New
CWM
998
Congress Wealth Management
Massachusetts
$216K +$217K +2,671 New
GG
999
Gofen & Glossberg
Illinois
$213K -$85.7K -1,054 -29%
NHC
1000
Nicholas Hoffman & Company
Georgia
$213K -$29.7K -365 -12%

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.