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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
MFM
1126
MD Financial Management
Ontario, Canada
$11K
MAM
1127
Marquette Asset Management
Minnesota
$9K -$65.1K -800 -87%
FFA
1128
Freedman Financial Associates
Massachusetts
$9K
EIP
1129
Ellis Investment Partners
Pennsylvania
$9K +$81 +1 +0.8%
SIC
1130
Salem Investment Counselors
North Carolina
$9K +$6.59K +81 +324%
GWANC
1131
Guardian Wealth Advisors (North Carolina)
North Carolina
$8K +$8.21K +101 New
GTAM
1132
Global Trust Asset Management
Florida
$7K
JFA
1133
JNBA Financial Advisors
Minnesota
$7K
AWM
1134
Aspire Wealth Management
Massachusetts
$7K +$6.99K +86 New
LWP
1135
Lumature Wealth Partners
Georgia
$7K +$7.24K +89 New
HI
1136
Hudock Inc
Pennsylvania
$6K +$81 +1 +1%
CWP
1137
Concord Wealth Partners
Virginia
$6K +$5.61K +69 New
FHC
1138
First Heartland Consultants
Missouri
$5.75K +$331K +4,070 +6%
LWA
1139
Lowe Wealth Advisors
Maryland
$5K
WFS
1140
Widmann Financial Services
Maryland
$5K +$5.29K +65 New
TCWM
1141
Total Clarity Wealth Management
Illinois
$4K -$407 -5 -9%
CFO
1142
CVA Family Office
Colorado
$4K
LB
1143
Legacy Bridge
Iowa
$4K
PK
1144
Pflug Koory
Nebraska
$4K
HFS
1145
Hantz Financial Services
Michigan
$4K +$3.74K +46 New
BCM
1146
Bourgeon Capital Management
Connecticut
$3K -$5.77K -71 -65%
FCB
1147
First Command Bank
Texas
$3K
FCFS
1148
First Command Financial Services
Texas
$3K
LF
1149
Lee Financial
Texas
$3K
POIA
1150
Pin Oak Investment Advisors
Texas
$3K

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.