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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
ACM
1051
Absolute Capital Management
Pennsylvania
$116K +$117K +1,439 New
MP
1052
McDonald Partners
Ohio
$116K +$117K +1,439 New
CB
1053
CNB Bank
Pennsylvania
$114K
CCM
1054
Cribstone Capital Management
Maine
$114K +$1.79K +22 +2%
WB
1055
West Bancorporation
Iowa
$114K +$115K +1,416 New
NG
1056
NWK Group
California
$109K -$22.1K -272 -17%
CWS
1057
Confluence Wealth Services
Pennsylvania
$109K +$110K +1,355 New
ZB
1058
Zions Bancorporation
Utah
$102K
PGAM
1059
Princeton Global Asset Management
New Jersey
$101K
ADL
1060
Asset Dedication LLC
California
$99K -$4.15K -51 -4%
FCA
1061
FinTrust Capital Advisors
South Carolina
$96K -$33.8K -415 -26%
AA
1062
Addison Advisors
Vermont
$87K +$56.9K +700 +187%
WPWM
1063
Western Pacific Wealth Management
Illinois
$86K +$87.4K +1,075 New
GEA
1064
Glen Eagle Advisors
New Jersey
$84.9K +$11.4K +140 +15%
KTC
1065
Kistler-Tiffany Companies
Pennsylvania
$81K
FPFS
1066
First Personal Financial Services
North Carolina
$81K +$407 +5 +0.5%
LC
1067
Lindbrook Capital
California
$81K +$81.3K +1,000 New
IRAG
1068
Investment Research & Advisory Group
Georgia
$80K
TFGT
1069
TS Financial Group (TSFG)
Illinois
$78K
FFC
1070
First Financial Corp
Indiana
$78K +$15.5K +191 +24%
1IA
1071
1834 Investment Advisors
Wisconsin
$76K -$33.7K -414 -30%
MW
1072
Milestone Wealth
New York
$73K +$73.3K +901 New
FGAM
1073
Financial Gravity Asset Management
Texas
$72.4K +$147K +1,813 +201%
CFD
1074
Creative Financial Designs
Indiana
$72K +$6.51K +80 +10%
TFP
1075
Tilia Fiduciary Partners
North Carolina
$72K +$73K +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.