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Vanguard Short-Term Bond ETF

1,157 hedge funds and large institutions have $28.9B invested in Vanguard Short-Term Bond ETF in 2022 Q2 according to their latest regulatory filings, with 113 funds opening new positions, 417 increasing their positions, 501 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 101

9% more funds holding in top 10

Funds holding in top 10: 155169 (+14)

7% more capital invested

Capital invested by funds: $27B → $28.9B (+$1.93B)

3.6% more ownership

Funds ownership: 71.9%75.5% (+3.6%)

0% less funds holding

Funds holding: 1,1591,157 (-2)

17% less repeat investments, than reductions

Existing positions increased: 417 | Existing positions reduced: 501

Holders
1,157
Holders Change
-2
Holders Change %
-0.17%
% of All Funds
19.49%
Holding in Top 10
169
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+9.03%
% of All Funds
2.85%
New
113
Increased
417
Reduced
501
Closed
101
Calls
$691K
Puts
Net Calls
+$691K
Net Calls Change
+$1.34M
Name Holding Trade Value Shares
Change
Change in
Stake
MAM
226
Meeder Asset Management
Ohio
$9.48M +$9.43M +122,371 +10,791%
KIM
227
Karpus Investment Management
New York
$9.46M +$391K +5,075 +4%
ACA
228
Ackerman Capital Advisors
Texas
$9.4M +$1.76M +22,841 +23%
MWM
229
Meridian Wealth Management
Kentucky
$9.32M +$7.96M +103,325 +574%
RC
230
Roundview Capital
New Jersey
$9.25M -$1.12M -14,586 -11%
Millennium Management
231
Millennium Management
New York
$9.14M +$4.86M +63,058 +113%
SW
232
Signify Wealth
Missouri
$9.09M +$9.12M +118,383 New
CB
233
Commerce Bank
Missouri
$9.05M +$149K +1,935 +2%
MA
234
MUFG Americas
New York
$9.02M -$827K -10,734 -8%
SWM
235
Spire Wealth Management
Virginia
$9.01M -$97.5K -1,266 -1%
ZC
236
Zeit Capital
Colorado
$9M +$37.8K +491 +0.4%
TWA
237
TCI Wealth Advisors
Arizona
$8.97M +$8.8M +114,212 +4,343%
PIMG
238
Patriot Investment Management Group
Tennessee
$8.95M +$5.11M +66,264 +132%
Thrivent Financial for Lutherans
239
Thrivent Financial for Lutherans
Minnesota
$8.93M -$41.6M -539,398 -82%
ML
240
McAdam LLC
Pennsylvania
$8.9M +$8.5M +110,358 +1,992%
EWM
241
Evermay Wealth Management
Virginia
$8.87M -$3.35M -43,453 -27%
WA
242
WBH Advisory
Maryland
$8.86M +$1.78M +23,149 +25%
BOC
243
Bull Oak Capital
California
$8.85M +$8.88M +115,222 New
CWAG
244
Compton Wealth Advisory Group
Virginia
$8.84M +$1.94M +25,181 +28%
HWM
245
HB Wealth Management
Georgia
$8.72M -$1.83M -23,794 -17%
Rockefeller Capital Management
246
Rockefeller Capital Management
New York
$8.61M +$1.63M +21,161 +23%
PAS
247
Park Avenue Securities
New York
$8.6M +$338K +4,390 +4%
KAH
248
Kathryn A. Hall
$8.59M
DI
249
DAGCO Inc
Ohio
$8.59M -$187K -2,428 -2%
MC
250
Minot Capital
Colorado
$8.56M -$1.21M -15,711 -12%

BSV Hedge Fund Activity: Q2 2022 in Review

1,157 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Bond ETF (BSV) for Q2 2022, worth a combined $28.9B — up 7.2% from $27B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new BSV positions and 101 closed out — a net gain of 12 holders — while 417 added to existing stakes and 501 trimmed.

The largest buyer was Beacon Capital Management Inc (Ohio), adding an estimated $1.98B. The largest seller was JP Morgan Chase, cutting an estimated $1.58B.

  • 1,157 institutional investors held Vanguard Short-Term Bond ETF (BSV) as of Q2 2022, down from 1,159 in Q1 2022.
  • Funds reported $28.9B of Vanguard Short-Term Bond ETF stock for Q2 2022, up 7.2% quarter-over-quarter.
  • 113 funds opened new Vanguard Short-Term Bond ETF positions in Q2 2022 and 101 closed out, a net change of +12 holders.
  • The largest Vanguard Short-Term Bond ETF buyer in Q2 2022 was Beacon Capital Management Inc (Ohio), an estimated $1.98B added.
  • The largest Vanguard Short-Term Bond ETF seller in Q2 2022 was JP Morgan Chase, an estimated $1.58B sold.

Based on aggregated 13F filings for Q2 2022.