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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
HIM
151
Hanlon Investment Management
New Jersey
$16.2M -$508K -6,241 -3%
CWC
152
Carolinas Wealth Consulting
North Carolina
$16.2M +$863K +10,616 +6%
LWMG
153
Levy Wealth Management Group
Pennsylvania
$16.2M +$10.2M +125,877 +170%
FMII
154
Farmers & Merchants Investments Inc
Nebraska
$16.1M +$3.09M +37,950 +24%
BHWM
155
Bay Harbor Wealth Management
Maryland
$15.9M +$927K +11,400 +6%
MG
156
MilWealth Group
Wisconsin
$15.8M -$218K -2,683 -1%
SAS
157
SMI Advisory Services
Indiana
$15.4M +$15.5M +190,865 New
RWP
158
Ridgecrest Wealth Partners
California
$15.4M +$301K +3,706 +2%
CS
159
Comerica Securities
Michigan
$15.3M +$1.34M +16,472 +10%
EI
160
Ellevest Inc
New York
$15.2M +$942K +11,581 +7%
AIA
161
Arbor Investment Advisors
North Carolina
$15M +$2.28M +28,005 +18%
LFA
162
Level Financial Advisors
New York
$14.9M +$15M +183,994 New
AA
163
Ancora Advisors
Ohio
$14.8M +$198K +2,429 +1%
RCI
164
RS Crum Inc
California
$14.8M +$14.9M +182,949 New
SWA
165
Safir Wealth Advisors
New Hampshire
$14.7M +$88.4K +1,087 +0.6%
Bank of Nova Scotia
166
Bank of Nova Scotia
Ontario, Canada
$14.5M +$14.6M +179,400 New
MC
167
McMorgan & Co
California
$14.4M +$7.92M +97,366 +120%
SFMG
168
Sage Financial Management Group
Virginia
$14.3M +$14.4M +176,767 New
CFGS
169
Concourse Financial Group Securities
Alabama
$14.2M -$230K -2,824 -2%
TWC
170
TD Waterhouse Canada
Ontario, Canada
$14.2M +$14.3M +175,474 New
KCM
171
Kanawha Capital Management
Virginia
$14.1M +$500K +6,145 +4%
WFPG
172
Waller Financial Planning Group
Ohio
$13.9M +$260K +3,192 +2%
PP
173
PDS Planning
Ohio
$13.9M +$2.25M +27,681 +19%
AW
174
Avion Wealth
Texas
$13.7M +$5.53M +67,985 +67%
MFG
175
Monumental Financial Group
Maryland
$13.6M +$773K +9,510 +6%

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.