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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
NOI
126
Newton One Investments
Delaware
$20.3M +$111K +1,366 +0.5%
AA
127
ALPS Advisors
Colorado
$20.1M -$291K -3,580 -1%
AAM
128
Austin Asset Management
Texas
$20M +$20.1M +247,413 New
MPIA
129
Mountain Pacific Investment Advisers
Idaho
$19.7M +$3.26M +40,113 +20%
Betterment LLC
130
Betterment LLC
New York
$19.5M +$375K +4,614 +2%
GGS
131
Galvin Gaustad & Stein
Arizona
$19.3M -$406K -4,997 -2%
GSIS
132
Global Strategic Investment Solutions
Arizona
$19.3M -$1.65M -20,275 -8%
PIFP
133
Partners in Financial Planning
Virginia
$19M +$514K +6,316 +3%
TNB
134
Thomasville National Bank
Georgia
$19M -$52K -639 -0.3%
CFA
135
Cahill Financial Advisors
Minnesota
$18.8M -$1.87M -23,050 -9%
LFS
136
Lutz Financial Services
Nebraska
$18.7M +$362K +4,451 +2%
NL
137
NWAM LLC
Washington
$18.5M +$4.15M +51,017 +29%
HP
138
HT Partners
Connecticut
$17.9M -$3.91M -48,062 -18%
Mackenzie Financial
139
Mackenzie Financial
Ontario, Canada
$17.7M
BC
140
Burney Company
Virginia
$17.7M +$181K +2,229 +1%
ABC
141
Associated Banc-Corp
Wisconsin
$17.6M +$1.25M +15,419 +8%
KL
142
KWMG LLC
Kansas
$17.5M +$284K +3,487 +2%
GFS
143
GYL Financial Synergies
Connecticut
$17.4M +$17.2M +211,899 +7,404%
CAN
144
Cetera Advisor Networks
California
$17.3M -$3.73M -45,892 -18%
NL
145
NEPC LLC
Massachusetts
$17.1M -$10.5M -128,871 -38%
CA
146
CGN Advisors
Kansas
$16.9M +$3.58K +44 +0%
NAS
147
Nicolet Advisory Services
Wisconsin
$16.7M +$819K +10,072 +5%
NA
148
NewEdge Advisors
Louisiana
$16.6M +$4.11M +50,494 +33%
TC
149
Telemus Capital
Michigan
$16.4M -$1.02M -12,579 -6%
5L
150
55I LLC
Massachusetts
$16.4M +$8.82M +108,461 +115%

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.