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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
SCA
551
STALEY CAPITAL ADVISERS
Pennsylvania
$1.57M -$412K -5,188 -20%
SCA
552
Snowden Capital Advisors
New York
$1.56M +$548K +6,906 +52%
DI
553
Disciplined Investments
Oklahoma
$1.56M -$51.3K -646 -3%
HWA
554
Hillcrest Wealth Advisors
New Jersey
$1.56M +$256K +3,221 +19%
SGCA
555
Steel Grove Capital Advisors
Tennessee
$1.56M +$972K +12,241 +158%
EK
556
Evensky & Katz
Florida
$1.55M -$903K -11,375 -36%
EWM
557
Empirical Wealth Management
Washington
$1.55M -$300K -3,779 -16%
PWM
558
PRW Wealth Management
Massachusetts
$1.52M -$288K -3,631 -16%
RWML
559
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$1.48M -$228K -2,877 -13%
CPIG
560
Chicago Partners Investment Group
Illinois
$1.47M -$28.7K -361 -2%
NS
561
Newman & Schimel
Illinois
$1.47M +$1.29M +16,284 +634%
SHWM
562
Smith & Howard Wealth Management
Georgia
$1.47M +$667K +8,397 +81%
CAMG
563
CWA Asset Management Group
Florida
$1.45M -$184K -2,321 -11%
Calamos Advisors
564
Calamos Advisors
Illinois
$1.45M +$1.47M +18,566 New
MAM
565
McLean Asset Management
Virginia
$1.44M +$20K +252 +1%
GJIC
566
Gamble Jones Investment Counsel
California
$1.43M -$87.7K -1,105 -6%
PWG
567
Private Wealth Group
Florida
$1.42M +$671K +8,456 +86%
KC
568
Kingfisher Capital
North Carolina
$1.4M -$3.76M -47,309 -72%
MWM
569
Meridian Wealth Management
Kentucky
$1.4M +$654K +8,238 +84%
EWA
570
EP Wealth Advisors
California
$1.4M -$254K -3,202 -15%
AIM
571
Alhambra Investment Management
Florida
$1.39M +$92K +1,159 +7%
PAG
572
Powers Advisory Group
Illinois
$1.37M -$107K -1,354 -7%
AIFAIM
573
American Institute for Advanced Investment Management
Arizona
$1.35M -$301K -3,790 -18%
WB
574
Webster Bank
Connecticut
$1.34M +$20.4K +257 +2%
IGWM
575
ICA Group Wealth Management
Colorado
$1.33M +$1.37M +17,286 New

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.