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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
BW
1026
Bison Wealth
Georgia
$194K -$3.23M -39,731 -94%
S
1027
SignatureFD
Georgia
$173K -$123K -1,513 -41%
RE
1028
RBC Europe
United Kingdom
$172K +$122K +1,500 +239%
CAM
1029
Chandler Asset Management
California
$172K +$173K +2,125 New
ME
1030
McIlrath & Eck
Washington
$167K
SWM
1031
Sugarloaf Wealth Management
Georgia
$164K +$651 +8 +0.4%
AWM
1032
Accel Wealth Management
Iowa
$158K +$41.8K +514 +36%
CIAS
1033
Capital Investment Advisory Services
North Carolina
$156K +$2.2K +27 +1%
FFA
1034
Founders Financial Alliance
North Carolina
$143K -$88.5K -1,088 -38%
RFA
1035
Reilly Financial Advisors
California
$143K -$2.03K -25 -1%
LPIC
1036
LeJeune Puetz Investment Counsel
Michigan
$143K
RDFA
1037
Ritter Daniher Financial Advisory
Ohio
$143K
SSB
1038
Sandy Spring Bank
Maryland
$141K +$10.8K +133 +8%
LWANC
1039
Laurel Wealth Advisors (North Carolina)
North Carolina
$140K -$17.7K -218 -11%
IRC
1040
Investors Research Corp
Georgia
$139K
SC
1041
Steph & Co
Wisconsin
$136K
TWA
1042
TCI Wealth Advisors
Arizona
$134K +$244 +3 +0.2%
SBL
1043
Sargent Bickham Lagudis
Colorado
$133K +$98.2K +1,207 +276%
PP
1044
Pacifica Partners
Canada
$132K +$50.9K +626 +62%
GWMI
1045
Guardian Wealth Management (Illinois)
Illinois
$130K +$131K +1,608 New
CSWM
1046
Cassady Schiller Wealth Management
Ohio
$128K +$129K +1,586 New
HIA
1047
Harbor Investment Advisory
Maryland
$124K
HS
1048
Horan Securities
United States
$118K +$119K +1,460 New
CAAS
1049
Capital Asset Advisory Services
Michigan
$117K -$106K -1,304 -47%
HBT
1050
Hills Bank & Trust
Iowa
$117K +$117K +1,442 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.