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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
BRWA
176
B. Riley Wealth Advisors
Florida
$13.4M -$438K -5,386 -3%
WWM
177
Windsor Wealth Management
Indiana
$13.4M -$4.13M -50,827 -23%
SBWIC
178
Schaper Benz & Wise Investment Counsel
Wisconsin
$13.4M +$13.5M +165,535 New
YAL
179
Your Advocates Ltd
Texas
$13.4M +$13.5M +165,455 New
NFG
180
Next Financial Group
Texas
$13.4M +$3.66M +44,945 +37%
FFG
181
Fullen Financial Group
Ohio
$13.2M -$89.4K -1,099 -0.7%
SOAG
182
Silver Oak Advisory Group
Oregon
$13.2M +$13.2M +162,774 New
LIA
183
LS Investment Advisors
Michigan
$13M -$801K -9,852 -6%
CA
184
CoreCap Advisors
Michigan
$12.8M +$12.8M +157,828 New
KIM
185
Karpus Investment Management
New York
$12.6M +$8.4M +103,300 +196%
CAM
186
Cresset Asset Management
Illinois
$12.5M +$4.39M +53,976 +54%
SRC
187
Shufro Rose & Co
New York
$12.4M +$2.03K +25 +0%
CAL
188
Capital Analysts LLC
Pennsylvania
$12.4M +$50.4K +620 +0.4%
CFB
189
Cullen/Frost Bankers
Texas
$12.4M -$1.42M -17,476 -10%
BFP
190
Brewster Financial Planning
New York
$12.2M +$12.3M +151,294 New
SCM
191
Southport Capital Management
Tennessee
$12.2M +$5.02M +61,679 +69%
RWM
192
Refined Wealth Management
Utah
$11.9M +$10K +123 +0.1%
AWM
193
Atticus Wealth Management
Florida
$11.8M +$11.8M +145,666 New
KJWM
194
Kiley Juergens Wealth Management
Washington
$11.8M +$868K +10,674 +8%
CIA
195
Capital Investment Advisors
Georgia
$11.8M -$2.58M -31,718 -18%
WLIM
196
White Lighthouse Investment Management
Massachusetts
$11.7M +$1.52M +18,706 +15%
AWA
197
Alaska Wealth Advisors
Alaska
$11.7M -$548K -6,736 -4%
SC
198
SouthState Corp
Florida
$11.7M -$135K -1,666 -1%
LHEI
199
Leo H. Evart Inc
California
$11.6M +$11.7M +143,722 New
VWA
200
Visionary Wealth Advisors
Illinois
$11.4M +$868K +10,668 +8%

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.