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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

0.5% less ownership

Funds ownership: 72.41%71.9% (-0.5%)

1% less funds holding

Funds holding: 1,1651,159 (-6)

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
-6
Holders Change %
-0.52%
% 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
SPC
276
Sigma Planning Corp
Michigan
$6.96M +$177K +2,231 +3%
AWS
277
AJ Wealth Strategies
New York
$6.93M +$4.57M +57,575 +184%
DJSG
278
D.J. St. Germain
Massachusetts
$6.82M
TH
279
TCTC Holdings
Texas
$6.76M -$476K -6,000 -6%
Natixis Advisors
280
Natixis Advisors
Massachusetts
$6.74M +$812K +10,226 +13%
JWCA
281
J.W. Cole Advisors
Florida
$6.71M +$1.8M +22,647 +36%
SA
282
SWM Advisors
Florida
$6.68M -$2.05M -25,802 -23%
WA
283
Wealth Architects
California
$6.68M -$58K -731 -0.8%
IA
284
IFG Advisory
Georgia
$6.66M +$184K +2,320 +3%
HNB
285
Huntington National Bank
Ohio
$6.58M
TC
286
Trilogy Capital
California
$6.57M -$14.9M -188,230 -69%
SFG
287
Sovereign Financial Group
Connecticut
$6.57M +$2.02M +25,505 +43%
SIA
288
Strategic Investment Advisors
Michigan
$6.55M +$455K +5,735 +7%
CA
289
Cambridge Associates
Massachusetts
$6.55M
OPWM
290
Oakwell Private Wealth Management
Texas
$6.54M -$354K -4,454 -5%
ACM
291
AlphaStar Capital Management
North Carolina
$6.53M -$64.5K -813 -1%
BA
292
Bivin & Associates
Oklahoma
$6.49M +$74K +932 +1%
MWM
293
McNaughton Wealth Management
California
$6.4M -$83.2K -1,048 -1%
MW
294
MBL Wealth
North Carolina
$6.37M +$6.49M +81,775 New
EWMCB
295
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$6.31M -$116K -1,462 -2%
FA
296
Fortis Advisors
Pennsylvania
$6.3M +$644K +8,118 +11%
TPA
297
Trivium Point Advisory
Connecticut
$6.29M -$415K -5,229 -6%
BS
298
Banco Santander
Spain
$6.29M +$3.06M +38,600 +92%
CA
299
Continuum Advisory
Idaho
$6.26M +$661K +8,326 +11%
PMA
300
Prudent Man Advisors
Illinois
$6.21M +$194K +2,445 +3%

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 1,165 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.