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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
1076
Antonetti Capital Management
Florida
$71K -$114K -1,400 -62%
HCM
1077
Horrell Capital Management
Arkansas
$67K
OC
1078
Oakworth Capital
Alabama
$65K -$4.31K -53 -6%
GI
1079
Gradient Investments
Minnesota
$64K
PB
1080
Pinnacle Bancorp
Nebraska
$58K +$2.77K +34 +5%
Manulife (Manufacturers Life Insurance)
1081
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$56.4K +$42M +516,383 +285%
SWA
1082
SOA Wealth Advisors
New York
$53K -$49.9K -613 -48%
FWM
1083
Focused Wealth Management
New York
$53K +$81 +1 +0.2%
TF
1084
Tompkins Financial
New York
$52K +$31.3K +385 +146%
BCA
1085
Bray Capital Advisors
Florida
$51K
PFSC
1086
Peoples Financial Services Corp
Pennsylvania
$51K
DWMG
1087
DB Wealth Management Group
California
$49K
TWM
1088
Tradition Wealth Management
Minnesota
$49K
MM
1089
Main Management
California
$45K -$159K -1,960 -78%
RCM
1090
Regency Capital Management
Hawaii
$44K +$44.5K +547 New
FAG
1091
Fortitude Advisory Group
Washington
$42K +$42.7K +525 New
FP
1092
Financial Perspectives
Minnesota
$39.8K
FBT
1093
First Bank & Trust
South Dakota
$39K
SCA
1094
Stonebridge Capital Advisors
Minnesota
$39K
TF
1095
TimeScale Financial
Massachusetts
$37K +$325 +4 +0.9%
ZIG
1096
Zullo Investment Group
Pennsylvania
$37K +$37.3K +459 New
SIAP
1097
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$36K
AIP
1098
Ameritas Investment Partners
Nebraska
$35K +$81 +1 +0.2%
HWM
1099
HighMark Wealth Management
Minnesota
$35K +$5.29K +65 +18%
TC
1100
Truvestments Capital
Florida
$35K +$35K +430 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.