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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
Principal Financial Group
1176
Principal Financial Group
Iowa
-$1.89M -23,112 Closed
GRP
1177
Global Retirement Partners
California
-$1.73M -21,139 Closed
CAG
1178
Csenge Advisory Group
Florida
-$1.08M -13,206 Closed
NYLIM
1179
New York Life Investment Management
New York
-$823K -10,046 Closed
CFG
1180
Citizens Financial Group
Rhode Island
-$752K -9,177 Closed
LA
1181
LVW Advisors
New York
-$727K -8,871 Closed
KIA
1182
KCM Investment Advisors
California
-$633K -7,724 Closed
VST
1183
Van Strum & Towne
California
-$612K -7,465 Closed
MG
1184
Mather Group
Illinois
-$580K -7,074 Closed
IWS
1185
Insight Wealth Strategies
California
-$517K -6,312 Closed
HSA
1186
HBK Sorce Advisory
Pennsylvania
-$513K -6,260 Closed
CCA
1187
Column Capital Advisors
Indiana
-$496K -6,100 Closed
CP
1188
Camelot Portfolios
Ohio
-$488K -5,960 Closed
FFN
1189
Focus Financial Network
Minnesota
-$469K -5,719 Closed
WIC
1190
Whitegate Investment Counselors
New Hampshire
-$455K -5,557 Closed
CAM
1191
Cozad Asset Management
Illinois
-$429K -5,236 Closed
SWG
1192
Summit Wealth Group
Vermont
-$419K -5,117 Closed
SFS
1193
Strategic Financial Services
New York
-$397K -4,840 Closed
Vanguard Group
1194
Vanguard Group
Pennsylvania
-$370K -4,514 Closed
SWPG
1195
Strategic Wealth Partners Group
Illinois
-$358K -4,367 Closed
FH
1196
FWG Holdings
Florida
-$352K -4,291 Closed
FCM
1197
Firestone Capital Management
Florida
-$349K -4,245 Closed
SAM
1198
Silvercrest Asset Management
New York
-$342K -4,172 Closed
Fisher Asset Management
1199
Fisher Asset Management
Washington
-$313K -3,821 Closed
VCA
1200
Verdence Capital Advisors
Maryland
-$295K -3,596 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.