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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
SIA
301
Strategic Investment Advisors
Michigan
$6.45M -$5.08K -66 -0.1%
CANC
302
Culbertson A N & Co
Virginia
$6.42M +$784K +10,170 +14%
WFAG
303
Wescott Financial Advisory Group
Pennsylvania
$6.39M +$6.41M +83,238 New
EWMCB
304
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$6.39M +$172K +2,232 +3%
Natixis Advisors
305
Natixis Advisors
Massachusetts
$6.39M -$252K -3,275 -4%
SA
306
SWM Advisors
Florida
$6.39M -$201K -2,603 -3%
QCG
307
Quadrant Capital Group
Ohio
$6.26M -$4.02M -52,119 -39%
MWM
308
McNaughton Wealth Management
California
$6.25M -$61.2K -794 -1%
TH
309
TCTC Holdings
Texas
$6.2M -$462K -6,000 -7%
SC
310
Scotia Capital
Ontario, Canada
$6.18M -$1.14M -14,815 -16%
FHC
311
First Heartland Consultants
Missouri
$6.16M +$5.1M +66,168 +469%
FAN
312
Financial Advisors Network
California
$6.16M +$1.39M +17,989 +29%
AWM
313
Avior Wealth Management
Nebraska
$6.07M -$16.8K -218 -0.3%
OPWM
314
Oakwell Private Wealth Management
Texas
$6.03M -$423K -5,493 -7%
FAT
315
First American Trust
California
$6.02M -$61.6K -800 -1%
NG
316
Northstar Group
New York
$5.99M -$26.3K -342 -0.4%
ACM
317
AlphaStar Capital Management
North Carolina
$5.88M -$558K -7,238 -9%
MWP
318
Moller Wealth Partners
$5.82M +$5.35M +69,437 +1,096%
NCM
319
New Capital Management
Texas
$5.79M +$189K +2,459 +3%
ASN
320
Advisory Services Network
Georgia
$5.71M -$109K -1,413 -2%
PWM
321
Perigon Wealth Management
California
$5.7M -$158K -2,053 -3%
AWS
322
AJ Wealth Strategies
New York
$5.65M -$1.19M -15,393 -17%
CPWMP
323
Cardinal Point Wealth Management Partners
California
$5.64M -$225K -2,915 -4%
CWM
324
Cranbrook Wealth Management
Michigan
$5.59M +$974K +12,642 +21%
FAIM
325
Financial Advocates Investment Management
Washington
$5.58M -$3.37M -43,701 -38%

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.