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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
EBSAM
501
Eubel Brady & Suttman Asset Management
Ohio
$1.93M -$223K -2,815 -10%
OWA
502
Outlook Wealth Advisors
Texas
$1.92M +$57.7K +727 +3%
FBB
503
Fulton Breakefield Broenniman
Maryland
$1.91M +$133K +1,679 +7%
KA
504
Kovack Advisors
Florida
$1.9M -$30.6K -386 -2%
RCAG
505
Rehmann Capital Advisory Group
Michigan
$1.89M -$246K -3,093 -11%
PFS
506
Prospera Financial Services
Texas
$1.88M +$188K +2,366 +11%
GWMIA
507
Global Wealth Management Investment Advisory
Florida
$1.88M -$650K -8,186 -25%
LWAC
508
Laurel Wealth Advisors (California)
California
$1.88M -$246K -3,101 -11%
Cerity Partners
509
Cerity Partners
New York
$1.88M -$1.7M -21,389 -47%
CA
510
Calton & Associates
Florida
$1.87M -$21.2K -267 -1%
AL
511
Aspiriant LLC
California
$1.87M -$222K -2,796 -10%
WANY
512
Wealthspire Advisors (New York)
New York
$1.86M +$314K +3,959 +20%
LA
513
Latitude Advisors
Florida
$1.86M +$676K +8,517 +55%
BS
514
Boenning & Scattergood
Pennsylvania
$1.85M -$41.2K -519 -2%
OPOWM
515
One Plus One Wealth Management
Florida
$1.85M +$1.89M +23,799 New
GIA
516
Guyasuta Investment Advisors
Pennsylvania
$1.83M +$804K +10,129 +76%
CCM
517
Coldstream Capital Management
Washington
$1.82M +$389K +4,901 +26%
HPM
518
Hudson Portfolio Management
New York
$1.8M -$97.6K -1,230 -5%
ALWM
519
Andrews Lucia Wealth Management
California
$1.78M
LFG
520
Larson Financial Group
Missouri
$1.78M +$126K +1,584 +7%
IF
521
Insight Folios
North Carolina
$1.77M +$440K +5,547 +32%
CIBC Private Wealth Group
522
CIBC Private Wealth Group
Georgia
$1.76M +$63.5K +800 +4%
IP
523
Investment Partners
Ohio
$1.74M -$253K -3,182 -12%
BIG
524
Boothe Investment Group
Delaware
$1.74M -$2.81M -35,446 -61%
EPA
525
Element Pointe Advisors
Florida
$1.73M

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.