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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
AC
426
Annandale Capital
Texas
$2.85M +$611K +7,701 +27%
RFC
427
Regions Financial Corp
Alabama
$2.84M +$31.9K +402 +1%
BBA
428
BLB&B Advisors
Pennsylvania
$2.81M -$503K -6,335 -15%
MIM
429
Moseley Investment Management
Florida
$2.81M -$637K -8,026 -18%
F
430
F3Logic
Minnesota
$2.79M -$147K -1,853 -5%
FWP
431
FAS Wealth Partners
Kansas
$2.77M -$340K -4,282 -11%
SWM
432
Soundmark Wealth Management
Washington
$2.75M +$967K +12,188 +53%
Lazard Asset Management
433
Lazard Asset Management
New York
$2.73M
LAS
434
Lloyd Advisory Services
Georgia
$2.72M +$53.5K +674 +2%
BHWM
435
Beaird Harris Wealth Management
Texas
$2.71M -$256K -3,223 -8%
PWM
436
Provident Wealth Management
Tennessee
$2.7M -$261K -3,289 -9%
S
437
Surevest
California
$2.69M +$2.55M +32,066 +1,326%
NL
438
Navalign LLC
California
$2.66M -$490K -6,173 -15%
SB
439
Simmons Bank
Arkansas
$2.65M -$69.3K -873 -2%
EAM
440
Evanson Asset Management
California
$2.65M +$138K +1,737 +5%
PL
441
Plancorp LLC
Missouri
$2.65M +$7.94K +100 +0.3%
SIA
442
SeaBridge Investment Advisors
New Jersey
$2.64M +$54.8K +690 +2%
CGPCS
443
Capital Group Private Client Services
California
$2.64M +$1.89M +23,856 +238%
RWP
444
Ridgecrest Wealth Partners
California
$2.63M -$12.4M -156,667 -82%
BFPW
445
BOK Financial Private Wealth
Colorado
$2.6M +$1.04M +13,093 +64%
FLI
446
Family Legacy Inc
South Carolina
$2.59M -$1.12M -14,111 -30%
TFS
447
TrustCore Financial Services
Tennessee
$2.59M +$47K +592 +2%
TB
448
Treynor Bancshares
Iowa
$2.57M +$718K +9,045 +38%
VC
449
Veery Capital
Delaware
$2.5M +$48.5K +611 +2%
FPCG
450
Forum Private Client Group
Indiana
$2.47M +$2.52M +31,702 New

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.