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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
William Blair Investment Management
526
William Blair Investment Management
Illinois
$1.95M +$1.02M +13,250 +109%
MGIA
527
Moneta Group Investment Advisors
Missouri
$1.94M +$377K +4,892 +24%
WPW
528
Waldron Private Wealth
Pennsylvania
$1.94M +$1.95M +25,287 New
TC
529
Trust Company
Kansas
$1.94M +$26.3K +341 +1%
AAS
530
Annex Advisory Services
Wisconsin
$1.93M +$331K +4,290 +21%
MSFS
531
Main Street Financial Solutions
Pennsylvania
$1.92M -$39.8K -516 -2%
MA
532
MONECO Advisors
Connecticut
$1.91M +$861K +11,175 +81%
EBSAM
533
Eubel Brady & Suttman Asset Management
Ohio
$1.91M +$6.24K +81 +0.3%
SIA
534
Schechter Investment Advisors
Michigan
$1.91M -$326K -4,231 -15%
CAG
535
Csenge Advisory Group
Florida
$1.9M +$1.21M +15,710 +174%
KA
536
Kovack Advisors
Florida
$1.9M +$23.7K +308 +1%
EWM
537
Empirical Wealth Management
Washington
$1.89M +$369K +4,795 +24%
WCM
538
Washington Capital Management
Washington
$1.88M +$1.58M +20,500 +513%
GIA
539
Gladstone Institutional Advisory
Florida
$1.86M -$77.3K -1,004 -4%
DI
540
Disciplined Investments
Oklahoma
$1.85M +$320K +4,159 +21%
FA
541
FC Advisory
Pennsylvania
$1.84M +$1.45M +18,857 +370%
ALWM
542
Andrews Lucia Wealth Management
California
$1.82M +$101K +1,315 +6%
IP
543
Investment Partners
Ohio
$1.82M +$101K +1,305 +6%
OIA
544
OneDigital Investment Advisors
Kansas
$1.81M +$1.23M +15,926 +206%
VAS
545
Vestmark Advisory Solutions
Massachusetts
$1.81M -$113K -1,465 -6%
GIA
546
Guyasuta Investment Advisors
Pennsylvania
$1.8M
EA
547
Eclectic Associates
California
$1.8M +$111K +1,435 +7%
HWA
548
Hillcrest Wealth Advisors
New Jersey
$1.8M +$270K +3,500 +18%
EWM
549
Elmwood Wealth Management
California
$1.77M +$1.78M +23,050 New
KPW
550
Kore Private Wealth
New York
$1.75M +$1.76M +22,792 New

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.