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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
SFG
276
Sovereign Financial Group
Connecticut
$7.51M +$1.04M +13,494 +16%
TNB
277
Thomasville National Bank
Georgia
$7.5M -$1.06M -13,715 -12%
OAM
278
Occidental Asset Management
California
$7.46M -$1.16M -15,064 -13%
BOH
279
Bank of Hawaii
Hawaii
$7.3M -$39.4K -512 -0.5%
KJWM
280
Kiley Juergens Wealth Management
Washington
$7.29M -$9.67M -125,474 -57%
REMPR
281
Roof Eidam Maycock Peralta (REMP)
California
$7.2M -$412K -5,347 -5%
IAN
282
Integrated Advisors Network
Texas
$7.19M -$1.1M -14,286 -13%
DFC
283
DBK Financial Counsel
Ohio
$7.12M -$723K -9,380 -9%
HHRDM
284
H&H Retirement Design & Management
Nevada
$7.11M -$907K -11,775 -11%
RG
285
Rathbones Group
United Kingdom
$7.04M -$67.2K -872 -0.9%
CA
286
Cambridge Associates
Massachusetts
$6.95M +$498K +6,470 +8%
IA
287
IFG Advisory
Georgia
$6.94M +$378K +4,902 +6%
CCM
288
Covington Capital Management
California
$6.92M -$127K -1,654 -2%
FW
289
Fidato Wealth
Ohio
$6.78M -$105K -1,369 -2%
AIM
290
Allen Investment Management
New York
$6.77M -$3.14M -40,730 -32%
PA
291
Parallel Advisors
California
$6.76M +$1.15M +14,959 +20%
DJSG
292
D.J. St. Germain
Massachusetts
$6.72M
HNB
293
Huntington National Bank
Ohio
$6.68M
VCAM
294
Van Cleef Asset Management
Ohio
$6.68M -$15.4M -199,391 -70%
GSWM
295
Greenup Street Wealth Management
Michigan
$6.66M +$2.98M +38,640 +80%
WA
296
Wealth Architects
California
$6.61M +$16.6K +215 +0.3%
TWC
297
TD Waterhouse Canada
Ontario, Canada
$6.58M -$5.64M -73,187 -46%
PMA
298
Prudent Man Advisors
Illinois
$6.54M +$425K +5,512 +7%
TC
299
Trilogy Capital
California
$6.51M +$33.1K +430 +0.5%
SPC
300
Sigma Planning Corp
Michigan
$6.46M -$403K -5,227 -6%

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.