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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
HTC
376
Haverford Trust Company
Pennsylvania
$4.11M
1WA
377
180 Wealth Advisors
Washington
$4.1M -$74K -960 -2%
IA
378
IFP Advisors
Florida
$4.1M
EVM
379
Eaton Vance Management
Massachusetts
$4.04M -$363K -4,708 -8%
BL
380
BFSG LLC
California
$4.01M +$3.73M +48,412 +1,255%
ATPW
381
Ashton Thomas Private Wealth
Arizona
$4M -$151K -1,956 -4%
Cerity Partners
382
Cerity Partners
New York
$3.98M +$2.14M +27,716 +115%
FG
383
Foster Group
Iowa
$3.97M +$2.41M +31,274 +153%
SC
384
Slow Capital
California
$3.97M +$316K +4,107 +9%
PG
385
Prostatis Group
Maryland
$3.96M +$207K +2,681 +5%
AWA
386
Alta Wealth Advisors
Massachusetts
$3.94M
KWM
387
Kingsview Wealth Management
Oregon
$3.93M +$116K +1,500 +3%
FI
388
FIDELIS iM
Oregon
$3.93M -$2.06M -26,783 -34%
FWM
389
Frontier Wealth Management
Missouri
$3.9M -$226K -2,931 -5%
GM
390
GeoWealth Management
Illinois
$3.88M +$3M +38,964 +337%
AOWM
391
Alpha Omega Wealth Management
Virginia
$3.83M -$235K -3,056 -6%
CCM
392
Colorado Capital Management
Colorado
$3.83M -$619K -8,039 -14%
HWIS
393
Hancock Whitney Investment Services
Louisiana
$3.8M +$36.9K +479 +1%
MPWT
394
MassMutual Private Wealth & Trust
Connecticut
$3.8M -$106K -1,370 -3%
ACA
395
Anchor Capital Advisors
Massachusetts
$3.75M -$193K -2,500 -5%
AACR
396
ACR Alpine Capital Research
Missouri
$3.74M +$69.3K +900 +2%
SIM
397
Sadoff Investment Management
Wisconsin
$3.74M
BTIM
398
BancFirst Trust & Investment Management
Oklahoma
$3.68M -$970K -12,586 -22%
SWA
399
Stratos Wealth Advisors
Ohio
$3.67M +$1.39M +17,984 +60%
FIM
400
Freedom Investment Management
Connecticut
$3.61M +$109K +1,410 +3%

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.