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Vanguard Short-Term Bond ETF

1,159 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, 460 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: 1,1641,159 (-5)

0.5% less ownership

Funds ownership: 72.4%71.9% (-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: 460

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
1,159
Holders Change
-5
Holders Change %
-0.43%
% of All Funds
18.28%
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
460
Closed
90
Calls
Puts
$654K
Net Calls
-$654K
Net Calls Change
-$654K
Name Holding Trade Value Shares
Change
Change in
Stake
MIS
26
Morningstar Investment Services
Illinois
$186M +$3.83M +48,208 +2%
Jane Street
27
Jane Street
New York
$170M +$172M +2,172,405 +35,249%
AAS
28
Ameritas Advisory Services
Nebraska
$164M +$122M +1,533,890 +268%
TI
29
Truepoint Inc
Ohio
$159M -$1.37M -17,304 -0.8%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$151M -$7.38M -92,994 -5%
TLFA
31
True Link Financial Advisors
California
$146M +$6.32M +79,645 +4%
NA
32
NextCapital Advisers
Illinois
$141M +$4.37M +54,991 +3%
CAPTRUST Financial Advisors
33
CAPTRUST Financial Advisors
North Carolina
$140M -$1.67M -21,080 -1%
DADC
34
D.A. Davidson & Co
Montana
$135M -$1.79M -22,499 -1%
Stifel Financial
35
Stifel Financial
Missouri
$134M -$17.1M -215,136 -11%
RJFSA
36
Raymond James Financial Services Advisors
Florida
$114M -$4.64M -58,461 -4%
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$103M -$14.4M -181,496 -12%
DC
38
Davenport & Co
Virginia
$98.9M +$14.1M +177,786 +16%
Creative Planning
39
Creative Planning
Kansas
$98.1M -$36.5M -459,187 -27%
APP
40
Avantax Planning Partners
Iowa
$95.3M +$97.1M +1,222,815 New
BSW
41
Buckingham Strategic Wealth
Missouri
$91.7M +$35.9M +452,868 +63%
TCM
42
TD Capital Management
Tennessee
$86.7M -$2.95M -37,219 -3%
Jones Financial Companies
43
Jones Financial Companies
Missouri
$84M +$6.47M +81,498 +8%
HAFS
44
Hapanowicz & Associates Financial Services
Pennsylvania
$80.2M +$419K +5,278 +0.5%
AWS
45
Atria Wealth Solutions
New York
$76.9M +$78.4M +987,427 New
HighTower Advisors
46
HighTower Advisors
Illinois
$76M +$743K +9,357 +1%
RWM
47
Ritholtz Wealth Management
New York
$72.2M +$2.8M +35,284 +4%
FCH
48
Freestone Capital Holdings
Washington
$70.8M +$4.2M +52,918 +6%
EA
49
Efficient Advisors
Ohio
$70.7M -$4.96M -62,532 -6%
WCWM
50
Willow Creek Wealth Management
California
$68.3M +$19.8M +249,061 +40%

BSV Hedge Fund Activity: Q1 2022 in Review

1,159 of the 6,340 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 460 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.

  • 1,159 institutional investors held Vanguard Short-Term Bond ETF (BSV) as of Q1 2022, down from 1,164 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.