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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
GCA
576
Gradient Capital Advisors
California
$1.5M -$99K -1,285 -6%
CPIG
577
Chicago Partners Investment Group
Illinois
$1.49M +$11.3K +147 +0.8%
SGCA
578
Steel Grove Capital Advisors
Tennessee
$1.47M -$66.6K -865 -4%
AIM
579
Alhambra Investment Management
Florida
$1.46M +$93.9K +1,219 +7%
MAM
580
McLean Asset Management
Virginia
$1.45M +$34.1K +442 +2%
IGWM
581
ICA Group Wealth Management
Colorado
$1.45M +$120K +1,557 +9%
AIM
582
AMI Investment Management
Indiana
$1.44M -$533K -6,920 -27%
SCA
583
Snowden Capital Advisors
New York
$1.44M -$101K -1,316 -7%
CAMG
584
CWA Asset Management Group
Florida
$1.44M +$6.63K +86 +0.5%
VCM
585
Verde Capital Management
Michigan
$1.43M -$4.45M -57,768 -76%
LWAC
586
Laurel Wealth Advisors (California)
California
$1.39M -$459K -5,958 -25%
LW
587
Linscomb Wealth
Texas
$1.39M +$109K +1,411 +8%
3LCM
588
3D/L Capital Management
Connecticut
$1.39M +$150K +1,949 +12%
Northern Trust
589
Northern Trust
Illinois
$1.38M +$42.1M +546,576 +44%
RRCM
590
Rappaport Reiches Capital Management
Illinois
$1.38M +$1.38M +17,940 New
CFAM
591
Center For Asset Management
Florida
$1.37M -$1.51M -19,538 -52%
GJIC
592
Gamble Jones Investment Counsel
California
$1.37M -$44.7K -580 -3%
AFS
593
Annapolis Financial Services
Maryland
$1.35M -$2.15M -27,864 -61%
EK
594
Evensky & Katz
Florida
$1.34M -$192K -2,497 -13%
AWA
595
Aletheian Wealth Advisors
Washington
$1.34M +$39.5K +513 +3%
HPM
596
Hudson Portfolio Management
New York
$1.34M -$436K -5,660 -25%
RWP
597
Ridgecrest Wealth Partners
California
$1.3M -$1.3M -16,843 -50%
PG
598
Patten Group
Tennessee
$1.29M +$327K +4,246 +34%
CWG
599
Cornerstone Wealth Group
North Carolina
$1.29M -$396K -5,146 -24%
PFS
600
Prospera Financial Services
Texas
$1.28M -$576K -7,474 -31%

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.