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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
WWP
501
Waypoint Wealth Partners
California
$2.21M +$2.22M +28,839 New
CC
502
Callan Capital
California
$2.21M +$1.85K +24 +0.1%
National Bank of Canada
503
National Bank of Canada
Quebec, Canada
$2.2M -$709K -9,197 -24%
LWM
504
Lionsbridge Wealth Management
Florida
$2.15M -$101K -1,316 -4%
MW
505
Marcum Wealth
Ohio
$2.14M -$176K -2,290 -8%
RJT
506
Raymond James Trust
Florida
$2.14M +$181K +2,353 +9%
V
507
Veritable
Delaware
$2.14M
AC
508
Applied Capital
Arkansas
$2.14M +$64.4K +836 +3%
SSC
509
Syverson Strege & Co
Iowa
$2.14M +$2.14M +27,820 New
CL
510
CPWM LLC
Washington
$2.12M -$2.5M -32,508 -54%
Wealth Enhancement Advisory Services
511
Wealth Enhancement Advisory Services
Minnesota
$2.1M -$19.1M -247,300 -90%
TC
512
Titleist Capital
Texas
$2.1M +$1.56M +20,235 +284%
FHA
513
Flagship Harbor Advisors
Massachusetts
$2.08M -$220K -2,859 -10%
CCB
514
Country Club Bank
Missouri
$2.06M -$74.3K -965 -3%
NGA
515
Naples Global Advisors
Florida
$2.05M +$8.24K +107 +0.4%
EWA
516
EverSource Wealth Advisors
Alabama
$2.05M +$446K +5,787 +28%
GWCM
517
Godshalk Welsh Capital Management
Pennsylvania
$2.04M -$6.32K -82 -0.3%
SCP
518
Seizert Capital Partners
Michigan
$2.03M -$110K -1,431 -5%
SPIA
519
Steward Partners Investment Advisory
New York
$2.01M +$37.7K +489 +2%
HAFS
520
Hapanowicz & Associates Financial Services
Pennsylvania
$2M -$77.3M -1,003,395 -97%
MCM
521
Mengis Capital Management
Oregon
$1.99M +$1.6M +20,820 +410%
MCM
522
Mattern Capital Management
Colorado
$1.98M -$119K -1,547 -6%
HCM
523
Hollencrest Capital Management
California
$1.98M +$1.79M +23,209 +890%
FPCM
524
Financial Partners Capital Management
New York
$1.97M -$182K -2,362 -8%
NFG
525
Nations Financial Group
Iowa
$1.96M -$103K -1,343 -5%

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.