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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
CA
376
Cetera Advisors
Colorado
$3.74M -$67.4K -849 -2%
AACR
377
ACR Alpine Capital Research
Missouri
$3.73M +$163K +2,053 +4%
SC
378
Slow Capital
California
$3.71M -$82.3K -1,037 -2%
HPC
379
HM Payson & Co
Maine
$3.68M -$450K -5,665 -11%
LSAG
380
Lake Street Advisors Group
New Hampshire
$3.66M -$614K -7,735 -14%
WTC
381
WhitTier Trust Company
Nevada
$3.64M -$108K -1,360 -3%
MW
382
Marks Wealth
Maryland
$3.64M -$5.85M -73,708 -61%
DHFB
383
Dixon Hubard Feinour & Brown
Virginia
$3.63M +$69.3K +873 +2%
AFP
384
Ausdal Financial Partners
Iowa
$3.6M +$130K +1,635 +4%
TCOV
385
Trust Company of Vermont
Vermont
$3.56M -$1.62M -20,369 -31%
FIM
386
Freedom Investment Management
Connecticut
$3.55M -$640K -8,067 -15%
TT
387
TI-Trust
Illinois
$3.55M +$142K +1,794 +4%
AFS
388
Annapolis Financial Services
Maryland
$3.54M +$1.86M +23,420 +106%
LWM
389
Laidlaw Wealth Management
New York
$3.49M -$831K -10,473 -19%
TFM
390
TFC Financial Management
Massachusetts
$3.43M -$51.4K -647 -1%
PG
391
Proffitt & Goodson
Tennessee
$3.42M -$104K -1,314 -3%
BFM
392
Boston Financial Management
Massachusetts
$3.38M +$3.45M +43,417 New
HDIM
393
Hanson & Doremus Investment Management
Vermont
$3.38M -$15K -189 -0.4%
AWA
394
Aquire Wealth Advisors
Utah
$3.33M +$5.16K +65 +0.2%
CG
395
Colony Group
Massachusetts
$3.31M +$16.7K +211 +0.5%
SI
396
Stephens Inc
Arkansas
$3.31M -$278K -3,499 -8%
Koshinski Asset Management
397
Koshinski Asset Management
Illinois
$3.3M -$125K -1,571 -4%
GFPC
398
Global Financial Private Client
Florida
$3.29M -$410K -5,164 -11%
CCA
399
Cadent Capital Advisors
Oklahoma
$3.26M +$195K +2,458 +6%
N
400
Natixis
France
$3.25M -$38.7K -488 -1%

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.