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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
RCM
401
Requisite Capital Management
Texas
$3.24M -$269K -3,389 -8%
PFM
402
Phillips Financial Management
Indiana
$3.21M +$117K +1,477 +4%
LFP
403
Leeward Financial Partners
Washington
$3.17M +$294K +3,698 +10%
BST
404
Bath Savings Trust
Maine
$3.15M +$212K +2,675 +7%
SWP
405
Strategic Wealth Partners
Ohio
$3.14M +$145K +1,825 +5%
SIA
406
Sage Investment Advisers
New York
$3.13M +$276K +3,475 +9%
BAM
407
Belpointe Asset Management
Nevada
$3.1M +$1.7M +21,370 +116%
WWM
408
Western Wealth Management
Colorado
$3.1M +$1.7M +21,473 +117%
CT
409
Coastline Trust
Rhode Island
$3.1M -$4.66M -58,724 -60%
UB
410
UMB Bank
Missouri
$3.09M +$115K +1,449 +4%
ACA
411
Affinity Capital Advisors
California
$3.08M +$3.14M +39,533 New
SS
412
Simplicity Solutions
Minnesota
$3.06M -$528K -6,652 -14%
WS
413
Wedbush Securities
California
$3.01M +$84.3K +1,062 +3%
AIS
414
American Investment Services
Massachusetts
$2.98M -$2.34M -29,416 -43%
SIC
415
Schwartz Investment Counsel
Michigan
$2.96M
National Bank of Canada
416
National Bank of Canada
Quebec, Canada
$2.95M +$380K +4,788 +14%
ACM
417
AUA Capital Management
Pennsylvania
$2.92M -$39.7K -500 -1%
IWC
418
Integrated Wealth Concepts
Massachusetts
$2.92M +$161K +2,028 +6%
CFAM
419
Center For Asset Management
Florida
$2.91M -$28.4K -358 -0.9%
LFAS
420
Level Four Advisory Services
Texas
$2.89M -$675K -8,497 -19%
MA
421
Mutual Advisors
Nebraska
$2.89M -$49K -617 -2%
WEG
422
World Equity Group
Illinois
$2.88M +$2.94M +37,017 New
AA
423
Alesco Advisors
New York
$2.88M -$916K -11,543 -24%
UA
424
Unison Advisors
District of Columbia
$2.87M -$1.48M -18,586 -34%
BIP
425
Blueprint Investment Partners
North Carolina
$2.86M +$136K +1,707 +5%

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.