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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
AWM
301
Avior Wealth Management
Nebraska
$6.17M -$856K -10,784 -12%
FAT
302
First American Trust
California
$6.17M +$299K +3,763 +5%
NG
303
Northstar Group
New York
$6.1M +$510K +6,421 +9%
FI
304
FIDELIS iM
Oregon
$6.07M +$432K +5,438 +8%
CPWMP
305
Cardinal Point Wealth Management Partners
California
$5.95M -$660K -8,313 -10%
VCM
306
Verde Capital Management
Michigan
$5.95M -$262K -3,296 -4%
PWM
307
Perigon Wealth Management
California
$5.94M +$81.9K +1,032 +1%
ASN
308
Advisory Services Network
Georgia
$5.9M +$136K +1,712 +2%
MHR
309
Matthew Hamilton Rosenberg
$5.82M +$1.09M +13,759 +23%
CANC
310
Culbertson A N & Co
Virginia
$5.72M +$428K +5,390 +8%
PA
311
Parallel Advisors
California
$5.69M -$1.86M -23,424 -24%
NCM
312
New Capital Management
Texas
$5.69M +$72.1K +908 +1%
VWA
313
Visionary Wealth Advisors
Illinois
$5.64M -$5.46M -68,783 -49%
AIM
314
Arcadia Investment Management
Michigan
$5.52M -$285K -3,595 -5%
MA
315
Modus Advisors
Minnesota
$5.41M -$230K -2,892 -4%
IIC
316
Integrated Investment Consultants
Michigan
$5.41M +$387K +4,869 +8%
TPWA
317
TRUE Private Wealth Advisors
Oregon
$5.4M +$420K +5,291 +8%
RVPG
318
Relative Value Partners Group
$5.38M +$332K +4,184 +6%
WDC
319
Woodward Diversified Capital
California
$5.35M +$5.07M +63,849 +1,332%
RIA
320
Regal Investment Advisors
Michigan
$5.32M -$224K -2,818 -4%
WT
321
Whittier Trust
California
$5.23M -$21.2K -267 -0.4%
ONB
322
Old National Bancorp
Indiana
$5.12M -$296K -3,734 -5%
SWA
323
Sax Wealth Advisors
New Jersey
$5.11M -$1.79M -22,585 -26%
CWM
324
Cornerstone Wealth Management
Missouri
$5.08M -$5.42M -68,277 -51%
KPCM
325
Kings Point Capital Management
New York
$5.03M -$1.6M -20,188 -24%

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.