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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
PCS
1001
Personal CFO Solutions
New Jersey
$213K +$214K +2,629 New
HCM
1002
Hollencrest Capital Management
California
$211K -$387K -4,759 -65%
SL
1003
SWMG LLC
Texas
$210K -$159K -1,951 -43%
RMAM
1004
Raab & Moskowitz Asset Management
New Jersey
$210K -$34.6K -425 -14%
QCM
1005
Quest Capital Management
Texas
$210K +$211K +2,597 New
Tudor Investment Corp
1006
Tudor Investment Corp
Connecticut
$210K +$211K +2,598 New
JWM
1007
Janiczek Wealth Management
Colorado
$209K
PHS
1008
Pekin Hardy Strauss
Illinois
$209K
HWM
1009
Heirloom Wealth Management
Colorado
$209K +$212K +2,602 New
LCP
1010
Legacy Capital Partners
Wisconsin
$208K +$209K +2,569 New
NS
1011
Newman & Schimel
Illinois
$208K +$209K +2,570 New
RW
1012
RVW Wealth
California
$207K +$209K +2,566 New
PPW
1013
Pinnacle Private Wealth
Massachusetts
$205K +$206K +2,533 New
PSUF
1014
People's United Financial
Connecticut
$204K -$32.5K -400 -14%
CPO
1015
Cerity Partners OCIO
New York
$204K +$205K +2,519 New
BEW
1016
Burton Enright Welch
California
$203K +$205K +2,516 New
AL
1017
ADE LLC
Maryland
$202K
LWM
1018
Lyell Wealth Management
California
$202K
WOSD
1019
WFA of San Diego
California
$202K
SCM
1020
Stonehearth Capital Management
Massachusetts
$201K
WF
1021
Warner Financial
Maryland
$201K +$202K +2,485 New
PS
1022
Portfolio Solutions
Michigan
$201K +$203K +2,490 New
COF
1023
Capital One Financial
Virginia
$200K -$64.7K -796 -24%
CT
1024
Caldwell Trust
Florida
$199K +$1.95K +24 +1%
S
1025
Surevest
California
$195K +$197K +2,418 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.