We are live on ! Find out more
BSV icon

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
WS
451
Wedbush Securities
California
$2.83M -$130K -1,692 -4%
AC
452
Annandale Capital
Texas
$2.81M
GFPC
453
Global Financial Private Client
Florida
$2.8M -$464K -6,028 -14%
MA
454
Mutual Advisors
Nebraska
$2.79M -$64.4K -836 -2%
AIS
455
American Investment Services
Massachusetts
$2.74M -$195K -2,531 -7%
TB
456
Treynor Bancshares
Iowa
$2.73M +$195K +2,535 +8%
PL
457
Plancorp LLC
Missouri
$2.73M +$117K +1,520 +4%
EPP
458
ETF Portfolio Partners
Kansas
$2.72M +$2.73M +35,444 New
UA
459
Unison Advisors
District of Columbia
$2.72M -$107K -1,392 -4%
AL
460
Aspiriant LLC
California
$2.72M +$878K +11,399 +47%
SF
461
Synovus Financial
Georgia
$2.69M +$531K +6,890 +24%
Lazard Asset Management
462
Lazard Asset Management
New York
$2.69M
VCM
463
Violich Capital Management
California
$2.69M -$6.04M -78,373 -69%
LAS
464
Lloyd Advisory Services
Georgia
$2.67M -$9.01K -117 -0.3%
Fiera Capital (Canada)
465
Fiera Capital (Canada)
Quebec, Canada
$2.65M +$2.04M +26,516 +331%
LWM
466
Laidlaw Wealth Management
New York
$2.65M -$797K -10,345 -23%
S
467
Surevest
California
$2.64M -$5.62K -73 -0.2%
FWP
468
FAS Wealth Partners
Kansas
$2.61M -$123K -1,601 -4%
CGPCS
469
Capital Group Private Client Services
California
$2.61M +$8.63K +112 +0.3%
WDG
470
Wealth Dimensions Group
Ohio
$2.61M +$511K +6,629 +24%
SS
471
Simplicity Solutions
Minnesota
$2.58M -$430K -5,577 -14%
VWA
472
Visionary Wealth Advisors
Illinois
$2.58M -$2.98M -38,702 -53%
FLI
473
Family Legacy Inc
South Carolina
$2.56M +$10K +130 +0.4%
BCA
474
Bay Colony Advisors
Massachusetts
$2.56M +$360K +4,667 +16%
PCWA
475
Pacific Capital Wealth Advisors
California
$2.54M +$435K +5,642 +21%

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.