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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
Goldman Sachs
26
Goldman Sachs
New York
$162M +$107M +1,392,018 +194%
ST
27
Smithfield Trust
Pennsylvania
$158M -$38M -493,153 -19%
TI
28
Truepoint Inc
Ohio
$156M -$816K -10,598 -0.5%
AWS
29
Atria Wealth Solutions
New York
$144M +$68.9M +893,985 +91%
CAPTRUST Financial Advisors
30
CAPTRUST Financial Advisors
North Carolina
$144M +$6.4M +83,010 +5%
RJA
31
Raymond James & Associates
Florida
$139M -$63.5M -824,096 -31%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$138M -$11.2M -145,722 -8%
AI
33
Atria Investments
North Carolina
$134M +$75.5M +979,711 +128%
NA
34
NextCapital Advisers
Illinois
$132M -$6.78M -87,970 -5%
DADC
35
D.A. Davidson & Co
Montana
$128M -$5.6M -72,691 -4%
Victory Capital Management
36
Victory Capital Management
Texas
$123M +$90.1M +1,169,965 +274%
MFG
37
Merit Financial Group
Georgia
$117M +$117M +1,519,688 +33,711%
Stifel Financial
38
Stifel Financial
Missouri
$110M -$21.5M -279,011 -16%
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$109M +$72.3M +938,302 +195%
Jones Financial Companies
40
Jones Financial Companies
Missouri
$108M +$25.8M +335,313 +31%
RJFSA
41
Raymond James Financial Services Advisors
Florida
$103M -$9.03M -117,249 -8%
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$98.7M -$2.48M -32,192 -2%
DC
43
Davenport & Co
Virginia
$96.3M -$1.19M -15,497 -1%
APP
44
Avantax Planning Partners
Iowa
$94.9M +$1.04M +13,522 +1%
BSW
45
Buckingham Strategic Wealth
Missouri
$92.2M +$1.88M +24,360 +2%
DY
46
Dowling & Yahnke
California
$86M +$19.6M +254,317 +29%
TCM
47
TD Capital Management
Tennessee
$79.3M -$6.12M -79,440 -7%
RWM
48
Ritholtz Wealth Management
New York
$77.1M +$5.99M +77,775 +8%
WCWM
49
Willow Creek Wealth Management
California
$74.7M +$7.37M +95,714 +11%
HighTower Advisors
50
HighTower Advisors
Illinois
$74.5M -$458K -5,941 -0.6%

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.