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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
PBF
1201
Petix & Botte Financial
California
-$279K -3,395 Closed
TCA
1202
Transcend Capital Advisors
New Jersey
-$275K -3,379 Closed
SWM
1203
Stockman Wealth Management
Montana
-$275K -3,361 Closed
BDFN
1204
Bond & Devick Financial Network
Minnesota
-$272K -3,319 Closed
BMA
1205
Brooks Moore & Associates
Tennessee
-$264K -3,217 Closed
WP
1206
WMS Partners
Maryland
-$245K -2,991 Closed
BIA
1207
Bigelow Investment Advisors
Maine
-$239K -2,916 Closed
GWM
1208
Gray Wealth Management
Maine
-$222K -2,714 Closed
TCMP
1209
Thrive Capital Management (Pennsylvania)
Pennsylvania
-$216K -2,640 Closed
QCIG
1210
Quad-Cities Investment Group
Iowa
-$211K -2,572 Closed
JFA
1211
Johanson Financial Advisors
California
-$204K -2,486 Closed
HFS
1212
Howard Financial Services
Texas
-$203K -2,483 Closed
KLI
1213
Kelman-Lazarov Inc
Tennessee
-$202K -2,469 Closed
SIAG
1214
Safeguard Investment Advisory Group
California
-$200K -2,450 Closed
MA
1215
MCF Advisors
Kentucky
-$158K -1,925 Closed
WT
1216
Washington Trust
Rhode Island
-$142K -1,735 Closed
AWA
1217
Arkadios Wealth Advisors
Georgia
-$141K -1,732 Closed
HA
1218
Herold Advisors
New York
-$133K -1,625 Closed
KIG
1219
Kowal Investment Group
Wisconsin
-$97K -1,187 Closed
CPWM
1220
Cypress Point Wealth Management
Texas
-$89K -1,085 Closed
JGIA
1221
Jackson Grant Investment Advisers
Connecticut
-$57K -700 Closed
BAM
1222
Barrett Asset Management
New York
-$53K -642 Closed
JPLA
1223
Joseph P. Lucia & Associates
New York
-$51K -624 Closed
CDIA
1224
Capital Directions Investment Advisors
Georgia
-$18K -215 Closed
GKWIM
1225
Gerber Kawasaki Wealth & Investment Management
California
-$14K -177 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.