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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
HCM
601
Hilton Capital Management
New York
$1.28M +$1.28M +16,616 New
AWM
602
Axxcess Wealth Management
California
$1.27M +$123K +1,601 +11%
FA
603
Fiducient Advisors
Illinois
$1.26M +$1.27M +16,448 New
WHG
604
Westwood Holdings Group
Texas
$1.26M +$1.03M +13,305 +431%
AIFAIM
605
American Institute for Advanced Investment Management
Arizona
$1.26M -$77.4K -1,005 -6%
BWM
606
BerganKDV Wealth Management
Minnesota
$1.25M +$84.2K +1,093 +7%
SFG
607
SNS Financial Group
Minnesota
$1.24M +$733K +9,510 +144%
IFG
608
Independent Financial Group
California
$1.23M -$40.7K -528 -3%
LWA
609
LWS Wealth Advisors
New Jersey
$1.22M +$657K +8,527 +117%
AA
610
Axiom Advisory
California
$1.22M -$1.14M -14,820 -48%
AFAS
611
Acorn Financial Advisory Services
Virginia
$1.21M +$36.1K +468 +3%
TA
612
TruWealth Advisors
Louisiana
$1.21M -$462K -6,001 -28%
CPA
613
Capital Performance Advisors
California
$1.21M +$60.9K +791 +5%
CT
614
Coastline Trust
Rhode Island
$1.2M -$1.86M -24,111 -61%
IC
615
IEQ Capital
California
$1.2M -$72K -934 -6%
LRWA
616
Long Run Wealth Advisors
New York
$1.2M
SHWM
617
Smith & Howard Wealth Management
Georgia
$1.19M -$255K -3,307 -18%
FWM
618
FSA Wealth Management
Massachusetts
$1.19M +$1.19M +15,429 New
AWM
619
Atticus Wealth Management
Florida
$1.18M -$10M -130,350 -89%
USCWA
620
U.S. Capital Wealth Advisors
Texas
$1.16M +$77 +1 +0%
SW
621
StrongBox Wealth
Missouri
$1.15M -$66.4K -862 -5%
KFS
622
Kelly Financial Services
Massachusetts
$1.15M +$313K +4,066 +37%
MSS
623
Mitchell Sinkler & Starr
Pennsylvania
$1.15M
AIC
624
Argus Investors Counsel
New York
$1.14M
MWM
625
Maripau Wealth Management
Indiana
$1.14M -$89.2K -1,158 -7%

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.