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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
HHRDM
251
H&H Retirement Design & Management
Nevada
$8.01M +$128K +1,612 +2%
RWM
252
Refined Wealth Management
Utah
$8M -$3.56M -44,904 -30%
DFC
253
DBK Financial Counsel
Ohio
$7.95M +$1.68M +21,104 +26%
BC
254
Burleson & Co
California
$7.94M -$719K -9,055 -8%
AAP
255
Arax Advisory Partners
Colorado
$7.86M +$1.43K +18 +0%
GL
256
Graypoint LLC
New York
$7.83M +$991K +12,478 +14%
Toronto Dominion Bank
257
Toronto Dominion Bank
Ontario, Canada
$7.79M +$7.67M +96,660 +2,894%
BHWA
258
Beacon Harbor Wealth Advisors
Virginia
$7.79M +$2.09M +26,376 +36%
ACA
259
Ackerman Capital Advisors
Texas
$7.76M -$3.06M -38,502 -28%
FVWA
260
Foster Victor Wealth Advisors
South Carolina
$7.74M +$1.22M +15,352 +18%
REMPR
261
Roof Eidam Maycock Peralta (REMP)
California
$7.71M +$283K +3,560 +4%
WCM
262
Windsor Capital Management
Arizona
$7.71M +$157K +1,984 +2%
BOH
263
Bank of Hawaii
Hawaii
$7.44M +$605K +7,618 +9%
CCA
264
Conservest Capital Advisors
Pennsylvania
$7.43M +$2.29M +28,903 +44%
JWS
265
Juncture Wealth Strategies
Arizona
$7.42M +$2.45M +30,872 +48%
SC
266
Scotia Capital
Ontario, Canada
$7.42M +$507K +6,389 +7%
TDWM
267
Topel & Distasi Wealth Management
California
$7.42M -$2.73M -34,388 -27%
FNBT
268
FineMark National Bank & Trust
Florida
$7.24M -$206K -2,590 -3%
RG
269
Rathbones Group
United Kingdom
$7.21M -$284K -3,578 -4%
CCM
270
Covington Capital Management
California
$7.15M +$338K +4,262 +5%
WA
271
WBH Advisory
Maryland
$7.13M -$1M -12,601 -12%
Rockefeller Capital Management
272
Rockefeller Capital Management
New York
$7.09M +$2.23M +28,146 +45%
OFP
273
OLIO Financial Planning
Virginia
$7.07M +$771K +9,707 +12%
CWAG
274
Compton Wealth Advisory Group
Virginia
$7.01M +$9.21K +116 +0.1%
FW
275
Fidato Wealth
Ohio
$6.99M +$383K +4,829 +6%

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.