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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
ACA
251
Atlas Capital Advisors
Wyoming
$8.55M -$10.3M -134,257 -55%
WDC
252
Woodward Diversified Capital
California
$8.51M +$3.25M +42,188 +61%
FHB
253
First Hawaiian Bank
Hawaii
$8.48M -$405K -5,257 -5%
APC
254
Aspire Private Capital
North Carolina
$8.43M -$144K -1,864 -2%
APA
255
American Portfolios Advisors
New York
$8.36M +$3.57M +46,308 +74%
EF
256
Exeter Financial
Arizona
$8.22M +$8.24M +107,016 New
EA
257
Echo45 Advisors
California
$8.21M +$57K +740 +0.7%
TCOV
258
Trust Company of Vermont
Vermont
$8.05M +$4.55M +59,113 +129%
OFP
259
OLIO Financial Planning
Virginia
$8.04M +$1.07M +13,916 +15%
CCA
260
Conservest Capital Advisors
Pennsylvania
$8.04M +$716K +9,293 +10%
MFG
261
Monumental Financial Group
Maryland
$8.03M -$287K -3,731 -3%
RWM
262
Refined Wealth Management
Utah
$8M +$114K +1,486 +1%
CCG
263
Chatham Capital Group
Georgia
$7.96M -$431K -5,595 -5%
DWP
264
Destiny Wealth Partners
Florida
$7.85M -$74.2K -963 -0.9%
RW
265
REDW Wealth
New Mexico
$7.82M +$3.63M +47,128 +86%
BHWA
266
Beacon Harbor Wealth Advisors
Virginia
$7.77M +$99.2K +1,288 +1%
WWM
267
Windsor Wealth Management
Indiana
$7.76M -$4.2M -54,506 -35%
FVWA
268
Foster Victor Wealth Advisors
South Carolina
$7.72M +$38.9K +505 +0.5%
CA
269
Continuum Advisory
Idaho
$7.72M +$1.48M +19,244 +24%
CWM
270
Concentric Wealth Management
California
$7.7M -$1.33M -17,199 -15%
AAP
271
Arax Advisory Partners
Colorado
$7.63M -$115K -1,496 -1%
BAAM
272
Baker Avenue Asset Management
California
$7.56M -$1.78M -23,066 -19%
WF
273
Welch & Forbes
Massachusetts
$7.55M -$349K -4,533 -4%
FIA
274
Foundations Investment Advisors
Arizona
$7.55M +$7.57M +98,234 New
IWC
275
Integrated Wealth Concepts
Massachusetts
$7.54M +$4.68M +60,742 +162%

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.