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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
LFG
551
Larson Financial Group
Missouri
$1.75M -$8.71K -113 -0.5%
GWMIA
552
Global Wealth Management Investment Advisory
Florida
$1.74M -$109K -1,420 -6%
MIM
553
Moseley Investment Management
Florida
$1.73M -$1.04M -13,526 -38%
MCA
554
Maryland Capital Advisors
Maryland
$1.72M -$672K -8,723 -28%
EPA
555
Element Pointe Advisors
Florida
$1.7M
WCM
556
Weik Capital Management
Pennsylvania
$1.69M +$13.9K +180 +0.8%
SWM
557
SeaCrest Wealth Management
New York
$1.68M -$578K -7,508 -26%
OWA
558
Outlook Wealth Advisors
Texas
$1.66M -$230K -2,990 -12%
BS
559
Boenning & Scattergood
Pennsylvania
$1.63M -$198K -2,572 -11%
CA
560
Calton & Associates
Florida
$1.63M -$218K -2,826 -12%
IWA
561
Inspirion Wealth Advisors
Illinois
$1.62M -$353K -4,576 -18%
WTA
562
Washington Trust Advisors
Massachusetts
$1.62M -$65.4K -849 -4%
BIG
563
Boothe Investment Group
Delaware
$1.62M -$102K -1,321 -6%
HR
564
Hardy Reed
Mississippi
$1.61M +$1.61M +20,945 New
OPA
565
Old Port Advisors
Maine
$1.61M +$341K +4,431 +27%
FPB
566
First PREMIER Bank
South Dakota
$1.6M -$65.8K -854 -4%
AWM
567
Aries Wealth Management
Maine
$1.6M +$1.6M +20,826 New
SCA
568
STALEY CAPITAL ADVISERS
Pennsylvania
$1.59M +$48.5K +630 +3%
FLPIM
569
F.L. Putnam Investment Management
Massachusetts
$1.58M +$471K +6,115 +42%
SEP
570
Southland Equity Partners
Missouri
$1.57M -$14.2K -184 -0.9%
FA
571
FDx Advisors
Illinois
$1.56M -$68.8K -893 -4%
Bessemer Group
572
Bessemer Group
New Jersey
$1.56M +$2.54K +33 +0.2%
IFAM
573
Institutional & Family Asset Management
Colorado
$1.55M -$18.3K -238 -1%
SFA
574
Sequoia Financial Advisors
Ohio
$1.53M -$142K -1,844 -8%
JFA
575
JNBA Financial Advisors
Minnesota
$1.53M +$1.53M +19,844 +21,570%

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.