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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
EA
526
Eclectic Associates
California
$1.72M +$350K +4,410 +25%
RPG
527
Resource Planning Group
Georgia
$1.72M +$423K +5,333 +32%
WTA
528
Washington Trust Advisors
Massachusetts
$1.71M +$312K +3,933 +22%
KW
529
KWB Wealth
California
$1.71M
CWG
530
Cornerstone Wealth Group
North Carolina
$1.71M +$284K +3,581 +20%
SFA
531
Sequoia Financial Advisors
Ohio
$1.7M +$392K +4,942 +29%
WCM
532
Weik Capital Management
Pennsylvania
$1.7M +$173K +2,177 +11%
TA
533
TruWealth Advisors
Louisiana
$1.69M -$94.6M -1,191,200 -98%
FPB
534
First PREMIER Bank
South Dakota
$1.69M +$475K +5,983 +38%
CSIA
535
Conrad Siegel Investment Advisors
Pennsylvania
$1.68M +$1.72M +21,612 New
IA
536
IFG Advisors
Missouri
$1.66M +$128K +1,618 +8%
FA
537
FDx Advisors
Illinois
$1.66M -$10.5K -132 -0.6%
BAM
538
Baldrige Asset Management
Pennsylvania
$1.64M -$1.6M -20,209 -49%
EWA
539
EverSource Wealth Advisors
Alabama
$1.63M +$94.1K +1,185 +6%
ACI
540
Alpha Cubed Investments
California
$1.62M +$47.5K +598 +3%
FANJ
541
Financial Architects (New Jersey)
New Jersey
$1.62M +$29.2K +368 +2%
AAS
542
Annex Advisory Services
Wisconsin
$1.62M -$94.8K -1,194 -5%
GCA
543
Gradient Capital Advisors
California
$1.62M -$47K -592 -3%
SEP
544
Southland Equity Partners
Missouri
$1.61M +$156K +1,960 +10%
VFA
545
Voya Financial Advisors
Connecticut
$1.6M +$190K +2,389 +13%
FG
546
Foster Group
Iowa
$1.59M +$685K +8,623 +73%
MGIA
547
Moneta Group Investment Advisors
Missouri
$1.59M +$18.5K +233 +1%
IFAM
548
Institutional & Family Asset Management
Colorado
$1.59M -$15.1K -190 -0.9%
Bessemer Group
549
Bessemer Group
New Jersey
$1.58M
CFS
550
Cannon Financial Strategists
Georgia
$1.57M -$721K -9,079 -31%

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.