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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
PO
1101
Private Ocean
California
$33K -$6.26K -77 -16%
DAC
1102
Dividend Assets Capital
South Carolina
$33K
LWA
1103
Lenox Wealth Advisors
New York
$32K -$5.69K -70 -15%
CTC
1104
Central Trust Company
Missouri
$30K -$179K -2,197 -86%
KFI
1105
Key Financial Inc
Pennsylvania
$29K
AIP
1106
Ahrens Investment Partners
Louisiana
$27K +$26.7K +328 New
RBC
1107
Roble Belko & Company
Pennsylvania
$25K
TRCT
1108
Tower Research Capital (TRC)
New York
$25K +$19.8K +244 +394%
HNWAG
1109
High Net Worth Advisory Group
Florida
$25K +$25.2K +310 New
KCM
1110
KRS Capital Management
Michigan
$25K +$25.6K +315 New
CPFP
1111
Clear Perspectives Financial Planning
Ohio
$24K +$16.3K +200 +204%
TSWM
1112
Tyler-Stone Wealth Management
Ohio
$24K +$23.9K +294 New
SC
1113
Stephens Consulting
Michigan
$21.9K +$22K +271 New
WWM
1114
Wolff Wiese Magana
California
$21K
VRM
1115
Vectors Research Management
New York
$21K +$9.27K +114 +77%
ATC
1116
Adirondack Trust Company
New York
$17K
AIM
1117
Astor Investment Management
Illinois
$17K
CBT
1118
Central Bank & Trust
Kentucky
$16K +$15.9K +195 New
RG
1119
Retirement Group
California
$15K
CA
1120
Crewe Advisors
Utah
$15K +$15.5K +190 New
CSB
1121
City State Bank
Iowa
$14K +$14K +172 New
BCM
1122
Blume Capital Management
California
$13K -$30.2K -371 -69%
RCC
1123
Red Cedar Capital
Nebraska
$13K +$13.3K +164 New
BEI
1124
Benjamin Edwards Inc
Missouri
$12K +$4.23K +52 +52%
CMA
1125
Cedar Mountain Advisors
Oregon
$12K +$12.5K +154 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.