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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
WWM
101
Wiser Wealth Management
Georgia
$26.7M +$3.97M +48,774 +17%
CI
102
CX Institutional
Indiana
$26.6M -$836K -10,275 -3%
ERIC
103
Eagle Rock Investment Company
Georgia
$26.6M +$26.8M +329,006 New
DW
104
Domani Wealth
Pennsylvania
$26.5M -$143K -1,755 -0.5%
ACA
105
Atlas Capital Advisors
Wyoming
$26.4M +$25.9M +318,422 +4,030%
Mariner
106
Mariner
Kansas
$26.3M +$1.05M +12,856 +4%
CT
107
Cambridge Trust
Massachusetts
$26.1M +$441K +5,426 +2%
Comerica Bank
108
Comerica Bank
Texas
$25.3M -$40.9M -503,404 -61%
SP
109
Symmetry Partners
Connecticut
$25.2M -$9.86M -121,182 -28%
DCM
110
Disciplina Capital Management
Tennessee
$24.1M +$18.4M +226,813 +316%
BCM
111
Brookstone Capital Management
Illinois
$23.8M +$1.91M +23,503 +9%
MWM
112
Modera Wealth Management
New Jersey
$22.9M +$23M +283,402 New
VCAM
113
Van Cleef Asset Management
Ohio
$22.4M -$188K -2,315 -0.8%
TC
114
Trilogy Capital
California
$22M -$41.2K -507 -0.2%
FHC
115
Fort Henry Capital
West Virginia
$21.9M +$714K +8,774 +3%
HL
116
HeadInvest LLC
Maine
$21.8M -$880K -10,818 -4%
BFP
117
Briaud Financial Planning
Texas
$21.8M -$1.78M -21,926 -8%
OCG
118
Opus Capital Group
Ohio
$21.3M -$956K -11,758 -4%
Prudential Financial
119
Prudential Financial
New Jersey
$21.2M +$865K +10,637 +4%
SC
120
Savant Capital
Illinois
$21.2M +$1.26M +15,513 +6%
ODIJL
121
One Day In July LLC
Vermont
$21.1M +$7.47M +91,792 +54%
BFO
122
Boston Family Office
Massachusetts
$20.9M -$319K -3,924 -1%
Renaissance Technologies
123
Renaissance Technologies
New York
$20.9M +$21M +258,320 New
HWM
124
HB Wealth Management
Georgia
$20.7M +$20.9M +256,696 New
OPS
125
Orion Portfolio Solutions
Nebraska
$20.6M -$406K -4,990 -2%

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.