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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
ANTB
451
AMG National Trust Bank
Colorado
$2.46M +$24.4K +308 +1%
MCA
452
Maryland Capital Advisors
Maryland
$2.42M -$71.4K -900 -3%
PMG
453
ProVise Management Group
Florida
$2.4M -$708K -8,919 -22%
CSPIA
454
Cary Street Partners Investment Advisory
Virginia
$2.4M -$258K -3,252 -10%
AA
455
Axiom Advisory
California
$2.38M +$392K +4,940 +19%
CMBA
456
C.M. Bidwell & Associates
Hawaii
$2.38M -$1.28M -16,113 -34%
FA
457
Flagstar Advisors
New York
$2.38M -$89.4K -1,126 -4%
DAS
458
Dynamic Advisor Solutions
Arizona
$2.38M -$50K -630 -2%
BF
459
BOK Financial
Oklahoma
$2.37M +$433K +5,451 +22%
MW
460
Marcum Wealth
Ohio
$2.35M +$51.5K +649 +2%
JE
461
JMAC Enterprises
Pennsylvania
$2.35M -$3.33K -42 -0.1%
GRP
462
Global Retirement Partners
California
$2.35M +$2.4M +30,240 New
Mirae Asset Global Investments
463
Mirae Asset Global Investments
South Korea
$2.34M
CCM
464
Crabel Capital Management
California
$2.34M -$1.36M -17,072 -36%
FHA
465
Flagship Harbor Advisors
Massachusetts
$2.33M -$120K -1,516 -5%
SWA
466
Stratos Wealth Advisors
Ohio
$2.32M -$398K -5,018 -14%
CWM
467
CCG Wealth Management
California
$2.32M +$2.37M +29,812 New
SIS
468
SVB Investment Services
Utah
$2.3M -$196K -2,470 -8%
LWM
469
Lionsbridge Wealth Management
Florida
$2.29M -$97.5K -1,228 -4%
SWM
470
SeaCrest Wealth Management
New York
$2.29M -$211K -2,655 -8%
RTL
471
Red Tortoise LLC
Georgia
$2.27M +$15.5K +195 +0.7%
SIA
472
Schechter Investment Advisors
Michigan
$2.26M -$250K -3,150 -10%
SSW
473
Stone Summit Wealth
Florida
$2.24M -$9.45K -119 -0.4%
CC
474
Callan Capital
California
$2.23M -$140K -1,768 -6%
BCA
475
Bay Colony Advisors
Massachusetts
$2.21M +$42.7K +538 +2%

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.