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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
PS
401
Portfolio Solutions
Michigan
$3.61M +$3.35M +43,434 +1,218%
AFP
402
Ausdal Financial Partners
Iowa
$3.61M +$56.2K +730 +2%
NWM
403
Northwest Wealth Management
Iowa
$3.58M -$664K -8,622 -16%
HPC
404
HM Payson & Co
Maine
$3.58M -$48.7K -632 -1%
FA
405
Flagstar Advisors
New York
$3.55M +$1.21M +15,720 +51%
LFP
406
Leeward Financial Partners
Washington
$3.55M +$423K +5,491 +13%
SJIA
407
St. James Investment Advisors
New York
$3.53M +$3.54M +45,984 New
LSAG
408
Lake Street Advisors Group
New Hampshire
$3.53M -$79.2K -1,028 -2%
TT
409
TI-Trust
Illinois
$3.5M +$5.39K +70 +0.2%
FPWM
410
FSB Premier Wealth Management
Iowa
$3.48M -$290K -3,769 -8%
AA
411
Alesco Advisors
New York
$3.43M +$593K +7,703 +21%
MECA
412
Miller Equity Capital Advisors
Texas
$3.42M -$982K -12,750 -22%
BAM
413
Belpointe Asset Management
Nevada
$3.4M +$340K +4,415 +11%
RIM
414
Rockbridge Investment Management
New York
$3.39M -$1.03M -13,369 -23%
MHR
415
Matthew Hamilton Rosenberg
$3.36M -$2.4M -31,107 -42%
CAM
416
Columbia Asset Management
Michigan
$3.36M +$3.37M +43,727 New
MIAN
417
Mariner Independent Advisor Network
Kansas
$3.34M -$541K -7,026 -14%
CCA
418
Cadent Capital Advisors
Oklahoma
$3.34M +$123K +1,595 +4%
BHWM
419
Beaird Harris Wealth Management
Texas
$3.3M +$636K +8,254 +24%
CA
420
Cetera Advisors
Colorado
$3.3M -$391K -5,081 -11%
SWM
421
Soundmark Wealth Management
Washington
$3.25M +$543K +7,042 +20%
SI
422
Stephens Inc
Arkansas
$3.23M -$30.3K -393 -0.9%
IF
423
Insight Folios
North Carolina
$3.23M +$1.49M +19,341 +85%
UB
424
UMB Bank
Missouri
$3.23M +$178K +2,304 +6%
RFC
425
Regions Financial Corp
Alabama
$3.21M +$409K +5,313 +15%

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.