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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
JP Morgan Chase
1
JP Morgan Chase
New York
$6.76B +$59.9M +736,936 +0.9%
Morgan Stanley
2
Morgan Stanley
New York
$3.09B +$59.8M +735,801 +2%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$2.94B +$251M +3,083,362 +9%
Bank of America
4
Bank of America
North Carolina
$1.3B -$95.3M -1,171,181 -7%
PCA
5
Personal Capital Advisors
California
$1.02B +$40.3M +495,444 +4%
Wells Fargo
6
Wells Fargo
California
$875M -$25.6M -315,022 -3%
Mercer Global Advisors
7
Mercer Global Advisors
Colorado
$638M +$166M +2,042,912 +35%
TAIM
8
TD Ameritrade Investment Management
Nebraska
$516M +$175M +2,146,562 +51%
AF
9
Allworth Financial
California
$463M +$38.2M +469,503 +9%
LPL Financial
10
LPL Financial
California
$461M +$5.39M +66,313 +1%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$383M +$7.87M +96,811 +2%
UBS Group
12
UBS Group
Switzerland
$371M -$2.43M -29,869 -0.6%
Truist Financial
13
Truist Financial
North Carolina
$350M +$13.5M +166,589 +4%
Osaic Holdings
14
Osaic Holdings
Arizona
$347M +$4.23M +52,008 +1%
MIM
15
MetLife Investment Management
New Jersey
$342M -$8.46M -104,000 -2%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$264M +$12.2M +150,010 +5%
LNC
17
Lincoln National Corp
Pennsylvania
$255M +$5.92M +72,791 +2%
Ameriprise
18
Ameriprise
Minnesota
$237M +$297K +3,655 +0.1%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$235M +$4.37M +53,702 +2%
RJA
20
Raymond James & Associates
Florida
$220M +$23.7M +291,003 +12%
ST
21
Smithfield Trust
Pennsylvania
$193M -$25.9M -318,128 -12%
MIS
22
Morningstar Investment Services
Illinois
$189M -$33.1M -406,828 -15%
Baird Financial Group
23
Baird Financial Group
Wisconsin
$188M +$13.5M +165,638 +8%
TI
24
Truepoint Inc
Ohio
$166M +$7.28M +89,569 +5%
WL
25
WIT LLC
District of Columbia
$166M -$226M -2,773,714 -58%

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.