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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
SIS
1151
Sound Income Strategies
Florida
$3K
CHC
1152
City Holding Co
West Virginia
$3K +$2.6K +32 New
C
1153
Covestor
United Kingdom
$3K +$3.25K +40 New
CP
1154
Castleview Partners
Texas
$2.97K +$19.5M +239,822 New
DAM
1155
Delta Asset Management
Tennessee
$2K -$20.9K -257 -92%
NFSG
1156
Newbridge Financial Services Group
Florida
$2K -$569 -7 -25%
WAS
1157
Winch Advisory Services
Wisconsin
$2K
PMFA
1158
Plante Moran Financial Advisors
Michigan
$2K +$1.95K +24 New
VNA
1159
Valley National Advisers
Pennsylvania
$2K +$2.12K +26 New
CFN
1160
Cordasco Financial Network
Florida
$1K -$20.3K -250 -94%
BFC
1161
Bedel Financial Consulting
Indiana
$1K -$12K -148 -90%
Simplex Trading
1162
Simplex Trading
Illinois
$1K +$1.06K +13 New
TFO
1163
Tarbox Family Office
California
$1K +$1.06K +13 New
LWM
1164
Liberty Wealth Management
California
$515 -$478K -5,879 Closed
EWA
1165
Evolution Wealth Advisors
Florida
$442
TC
1166
Toews Corporation
New Jersey
-$195M -2,375,595 Closed
APW
1167
Austin Private Wealth
Texas
-$16.6M -202,282 Closed
FTUS
1168
Flow Traders U.S.
New York
-$3.7M -45,162 Closed
ETC
1169
Exchange Traded Concepts
Oklahoma
-$3.56M -43,488 Closed
MWA
1170
Motive Wealth Advisors
Michigan
-$3.47M -42,327 Closed
PWM
1171
PBMares Wealth Management
Virginia
-$3.04M -37,114 Closed
HF
1172
HRT Financial
New York
-$2.81M -34,240 Closed
SBH
1173
Segall Bryant & Hamill
Illinois
-$2.73M -33,310 Closed
BBA
1174
Braun-Bostich & Associates
Pennsylvania
-$2.34M -28,592 Closed
WF
1175
WoodTrust Financial
Wisconsin
-$1.98M -24,102 Closed

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.