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Vanguard Short-Term Bond ETF

1,160 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, 461 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% less funds holding

Funds holding: 1,1651,160 (-5)

0.5% less ownership

Funds ownership: 72.41%71.91% (-0.5%)

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: 461

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
1,160
Holders Change
-5
Holders Change %
-0.43%
% of All Funds
18.29%
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
461
Closed
90
Calls
Puts
$654K
Net Calls
-$654K
Net Calls Change
-$654K
Name Holding Trade Value Shares
Change
Change in
Stake
WS
326
Wela Strategies
Georgia
$4.98M -$70.2K -884 -1%
PFA
327
Professional Financial Advisors
Nebraska
$4.94M +$5.03M +63,421 New
EH
328
Equitable Holdings
New York
$4.91M +$41.8K +526 +0.8%
PCG
329
Private Capital Group
Connecticut
$4.9M -$1.15M -14,435 -19%
OAM
330
Oppenheimer Asset Management
New York
$4.88M +$272K +3,427 +6%
APA
331
American Portfolios Advisors
New York
$4.87M -$2M -25,206 -29%
FAN
332
Financial Advisors Network
California
$4.85M +$4.94M +62,234 New
LSA
333
Lansing Street Advisors
Pennsylvania
$4.81M +$4.93M +62,163 New
KPWS
334
Kestra Private Wealth Services
Texas
$4.78M -$4.92M -61,965 -50%
GVAG
335
Great Valley Advisor Group
Delaware
$4.73M -$54.1K -682 -1%
CWM
336
Cranbrook Wealth Management
Michigan
$4.68M +$1.19K +15 +0%
CL
337
CPWM LLC
Washington
$4.68M +$215K +2,707 +5%
AFS
338
Axiom Financial Strategies
Indiana
$4.62M +$1.47M +18,503 +45%
Deutsche Bank
339
Deutsche Bank
Germany
$4.59M -$531K -6,685 -10%
EB
340
Eastern Bank
Massachusetts
$4.59M -$1.83K -23 -0%
BTIM
341
BancFirst Trust & Investment Management
Oklahoma
$4.53M +$999K +12,586 +28%
CCM
342
Colorado Capital Management
Colorado
$4.51M -$117K -1,468 -2%
FA
343
Fagan Associates
New York
$4.48M -$121K -1,528 -3%
EVM
344
Eaton Vance Management
Massachusetts
$4.47M +$706K +8,892 +18%
MECA
345
Miller Equity Capital Advisors
Texas
$4.46M -$15.9K -200 -0.3%
AWA
346
Archvest Wealth Advisors
California
$4.46M +$32.9K +415 +0.7%
RIM
347
Rockbridge Investment Management
New York
$4.46M -$486K -6,128 -10%
PFPT
348
Pinnacle Financial Partners (Tennessee)
Tennessee
$4.39M +$28.8K +363 +0.6%
EG
349
Enstar Group
Bermuda
$4.37M
Millennium Management
350
Millennium Management
New York
$4.36M +$919K +11,575 +26%

BSV Hedge Fund Activity: Q1 2022 in Review

1,160 of the 6,341 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 461 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.

  • 1,160 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.