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Vanguard Short-Term Bond ETF

1,159 hedge funds and large institutions have $27B invested in Vanguard Short-Term Bond ETF in 2022 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 442 increasing their positions, 460 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 90

0% less funds holding

Funds holding: 1,1641,159 (-5)

0.5% less ownership

Funds ownership: 72.4%71.9% (-0.5%)

1% less funds holding in top 10

Funds holding in top 10: 156155 (-1)

4% less repeat investments, than reductions

Existing positions increased: 442 | Existing positions reduced: 460

11% less capital invested

Capital invested by funds: $30.3B → $27B (-$3.36B)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $654K

Holders
1,159
Holders Change
-5
Holders Change %
-0.43%
% of All Funds
18.28%
Holding in Top 10
155
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.64%
% of All Funds
2.44%
New
98
Increased
442
Reduced
460
Closed
90
Calls
Puts
$654K
Net Calls
-$654K
Net Calls Change
-$654K
Name Holding Trade Value Shares
Change
Change in
Stake
SCA
226
Sandy Cove Advisors
Massachusetts
$9.23M +$506K +6,369 +6%
KIM
227
Karpus Investment Management
New York
$9.2M -$3M -37,825 -24%
CWM
228
Concentric Wealth Management
California
$9.15M -$171K -2,160 -2%
ZC
229
Zeit Capital
Colorado
$9.09M +$571K +7,189 +7%
FAIM
230
Financial Advocates Investment Management
Washington
$9.07M +$2.1M +26,453 +29%
W
231
Wealthquest
Ohio
$9.06M
CB
232
Commerce Bank
Missouri
$9.03M +$416K +5,241 +5%
FHB
233
First Hawaiian Bank
Hawaii
$9.01M -$1.86M -23,400 -17%
VCM
234
Violich Capital Management
California
$8.83M -$99.2K -1,250 -1%
DI
235
DAGCO Inc
Ohio
$8.8M +$334K +4,213 +4%
OAM
236
Occidental Asset Management
California
$8.74M +$8.56M +107,877 +2,475%
KAH
237
Kathryn A. Hall
$8.71M +$8.12M +102,270 +1,072%
APC
238
Aspire Private Capital
North Carolina
$8.69M +$346K +4,360 +4%
TNB
239
Thomasville National Bank
Georgia
$8.67M -$9.83M -123,853 -53%
WLIM
240
White Lighthouse Investment Management
Massachusetts
$8.55M -$2.82M -35,505 -24%
OC
241
Oppenheimer & Co
New York
$8.52M +$1.93M +24,289 +29%
CCG
242
Chatham Capital Group
Georgia
$8.51M -$420K -5,285 -5%
MFG
243
Monumental Financial Group
Maryland
$8.43M -$4.73M -59,574 -36%
IAN
244
Integrated Advisors Network
Texas
$8.41M -$700K -8,812 -8%
PAS
245
Park Avenue Securities
New York
$8.39M +$755K +9,514 +10%
EA
246
Echo45 Advisors
California
$8.27M +$732K +9,216 +10%
Lido Advisors
247
Lido Advisors
California
$8.23M -$440K -5,544 -5%
PCMN
248
Paradigm Capital Management (Nevada)
Nevada
$8.08M +$256K +3,221 +3%
DWP
249
Destiny Wealth Partners
Florida
$8.04M +$77.5K +976 +1%
WF
250
Welch & Forbes
Massachusetts
$8.01M +$1.07M +13,438 +15%

BSV Hedge Fund Activity: Q1 2022 in Review

1,159 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Bond ETF (BSV) for Q1 2022, worth a combined $27B — down 11% from $30.3B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new BSV positions and 90 closed out — a net gain of 8 holders — while 442 added to existing stakes and 460 trimmed.

The largest buyer was Beacon Capital Management Inc (Ohio), adding an estimated $494M. The largest seller was JP Morgan Chase, cutting an estimated $3.99B.

  • 1,159 institutional investors held Vanguard Short-Term Bond ETF (BSV) as of Q1 2022, down from 1,164 in Q4 2021.
  • Funds reported $27B of Vanguard Short-Term Bond ETF stock for Q1 2022, down 11% quarter-over-quarter.
  • 98 funds opened new Vanguard Short-Term Bond ETF positions in Q1 2022 and 90 closed out, a net change of +8 holders.
  • The largest Vanguard Short-Term Bond ETF buyer in Q1 2022 was Beacon Capital Management Inc (Ohio), an estimated $494M added.
  • The largest Vanguard Short-Term Bond ETF seller in Q1 2022 was JP Morgan Chase, an estimated $3.99B sold.

Based on aggregated 13F filings for Q1 2022.