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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
NWM
351
Northwest Wealth Management
Iowa
$4.31M +$902K +11,368 +26%
CIP
352
Capital Insight Partners
Arizona
$4.29M -$1.05M -13,195 -19%
SFA
353
Semmax Financial Advisors
North Carolina
$4.27M -$710K -8,940 -14%
RW
354
REDW Wealth
New Mexico
$4.26M +$1.9M +23,963 +78%
BIA
355
BHK Investment Advisors
Alabama
$4.25M -$38.6K -486 -0.9%
ATPW
356
Ashton Thomas Private Wealth
Arizona
$4.21M +$1.82M +22,868 +73%
1WA
357
180 Wealth Advisors
Washington
$4.18M +$32.8K +413 +0.8%
HTC
358
Haverford Trust Company
Pennsylvania
$4.17M
FWM
359
Frontier Wealth Management
Missouri
$4.17M +$1.06M +13,297 +33%
AOWM
360
Alpha Omega Wealth Management
Virginia
$4.13M +$87.6K +1,103 +2%
SCM
361
Southport Capital Management
Tennessee
$4.11M -$7.81M -98,436 -65%
IA
362
IFP Advisors
Florida
$4.1M +$198K +2,488 +5%
ACA
363
Anchor Capital Advisors
Massachusetts
$4M +$272K +3,425 +7%
AWA
364
Alta Wealth Advisors
Massachusetts
$3.99M +$3.85M +48,440 +1,715%
MPWT
365
MassMutual Private Wealth & Trust
Connecticut
$3.96M -$67.9K -855 -2%
MIAN
366
Mariner Independent Advisor Network
Kansas
$3.93M +$1M +12,646 +33%
PIMG
367
Patriot Investment Management Group
Tennessee
$3.92M -$499K -6,287 -11%
KWM
368
Kingsview Wealth Management
Oregon
$3.87M -$119K -1,498 -3%
BFEC
369
Benjamin F. Edwards & Company
Missouri
$3.86M +$116K +1,459 +3%
SW
370
SVB Wealth
Massachusetts
$3.85M -$136K -1,709 -3%
HWIS
371
Hancock Whitney Investment Services
Louisiana
$3.82M +$144K +1,818 +4%
PG
372
Prostatis Group
Maryland
$3.81M +$3.56M +44,880 +1,119%
SIM
373
Sadoff Investment Management
Wisconsin
$3.79M -$50.5K -636 -1%
FPWM
374
FSB Premier Wealth Management
Iowa
$3.79M -$208K -2,623 -5%
GSWM
375
Greenup Street Wealth Management
Michigan
$3.75M +$1.74M +21,930 +84%

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.