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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
SF
476
Synovus Financial
Georgia
$2.2M +$831K +10,473 +59%
FPCM
477
Financial Partners Capital Management
New York
$2.18M +$5.56K +70 +0.3%
RWM
478
Rockwood Wealth Management
Pennsylvania
$2.17M +$2.22M +27,910 New
CCB
479
Country Club Bank
Missouri
$2.17M +$2.22M +27,905 New
V
480
Veritable
Delaware
$2.17M +$5.16K +65 +0.2%
SCP
481
Seizert Capital Partners
Michigan
$2.17M +$873 +11 +0%
OCM
482
Orion Capital Management
California
$2.14M +$95.4K +1,202 +5%
PCWA
483
Pacific Capital Wealth Advisors
California
$2.14M +$158K +1,995 +8%
MCM
484
Mattern Capital Management
Colorado
$2.13M -$16K -201 -0.7%
WDG
485
Wealth Dimensions Group
Ohio
$2.13M -$30.6K -386 -1%
AC
486
Applied Capital
Arkansas
$2.1M -$694K -8,748 -24%
NFG
487
Nations Financial Group
Iowa
$2.09M -$31.1K -392 -1%
GWCM
488
Godshalk Welsh Capital Management
Pennsylvania
$2.08M -$171K -2,159 -7%
NGA
489
Naples Global Advisors
Florida
$2.07M +$52.9K +667 +3%
KP
490
Keel Point
Alabama
$2.03M -$1.07M -13,535 -34%
SWP
491
Stratos Wealth Partners
Ohio
$2.02M +$567K +7,142 +38%
IWA
492
Inspirion Wealth Advisors
Illinois
$2M -$285K -3,586 -12%
AIM
493
AMI Investment Management
Indiana
$2M +$1.43K +18 +0.1%
SPIA
494
Steward Partners Investment Advisory
New York
$2M -$174K -2,186 -8%
RJT
495
Raymond James Trust
Florida
$1.99M -$312K -3,929 -13%
MSFS
496
Main Street Financial Solutions
Pennsylvania
$1.99M -$39.5K -498 -2%
PFBT
497
Parkside Financial Bank & Trust
Missouri
$1.98M -$634K -7,984 -24%
GIA
498
Gladstone Institutional Advisory
Florida
$1.97M -$175K -2,209 -8%
VAS
499
Vestmark Advisory Solutions
Massachusetts
$1.95M -$268K -3,374 -12%
TC
500
Trust Company
Kansas
$1.94M +$184K +2,321 +10%

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.