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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
MSS
601
Mitchell Sinkler & Starr
Pennsylvania
$1.17M +$99.2K +1,250 +9%
BAMG
602
Brand Asset Management Group
Missouri
$1.16M +$583K +7,345 +97%
CPA
603
Capital Performance Advisors
California
$1.16M -$33.9K -427 -3%
AWM
604
Axxcess Wealth Management
California
$1.16M +$431K +5,430 +57%
AIC
605
Argus Investors Counsel
New York
$1.16M +$725K +9,137 +159%
CIM
606
Corda Investment Management
Texas
$1.15M +$1.17M +14,785 New
GWM
607
Geneos Wealth Management
Colorado
$1.13M -$517K -6,516 -31%
AWE
608
Avidian Wealth Enterprises
Texas
$1.13M +$147K +1,846 +15%
BBA
609
Braun-Bostich & Associates
Pennsylvania
$1.12M +$1.14M +14,415 New
FLPIM
610
F.L. Putnam Investment Management
Massachusetts
$1.12M -$85.8K -1,081 -7%
BWM
611
Birchcreek Wealth Management
Ohio
$1.12M +$429K +5,401 +60%
SBH
612
Segall Bryant & Hamill
Illinois
$1.12M +$1.14M +14,374 New
LIA
613
LBMC Investment Advisors
Tennessee
$1.11M -$53.9K -679 -5%
SA
614
SRH Advisors
Kansas
$1.1M +$55.6K +700 +5%
FHC
615
First Heartland Consultants
Missouri
$1.1M -$4.53M -57,059 -80%
AP
616
Advisors Preferred
Maryland
$1.07M +$133K +1,670 +14%
MA
617
MONECO Advisors
Connecticut
$1.07M -$34.1K -430 -3%
HNW
618
High Note Wealth
Minnesota
$1.07M -$1.05M -13,167 -49%
MA
619
MBA Advisors
Pennsylvania
$1.06M -$82.9K -1,044 -7%
CHJWM
620
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.06M -$3.17K -40 -0.3%
PAG
621
Private Advisory Group
Washington
$1.06M +$1.08M +13,587 New
EWA
622
Exencial Wealth Advisors
Oklahoma
$1.05M -$196K -2,471 -15%
Franklin Resources
623
Franklin Resources
California
$1.05M -$322K -4,056 -23%
PCM
624
Pointe Capital Management
Michigan
$1.05M -$47.8K -602 -4%
RI
625
Ridgewood Investments
New Jersey
$1.05M +$11K +139 +1%

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.