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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
KeyBank National Association
626
KeyBank National Association
Ohio
$1.13M +$119K +1,543 +12%
RWM
627
Rockwood Wealth Management
Pennsylvania
$1.13M -$1.02M -13,196 -47%
SWP
628
Stratos Wealth Partners
Ohio
$1.12M -$871K -11,302 -44%
ACI
629
Alpha Cubed Investments
California
$1.12M -$478K -6,203 -30%
BAM
630
Baldrige Asset Management
Pennsylvania
$1.12M -$499K -6,475 -31%
WB
631
Webster Bank
Connecticut
$1.12M -$202K -2,618 -15%
CF
632
Centaurus Financial
California
$1.12M +$382K +4,961 +52%
CWR
633
Chico Wealth RIA
California
$1.12M -$78.7K -1,022 -7%
PAG
634
Powers Advisory Group
Illinois
$1.11M -$238K -3,089 -18%
SBH
635
Segall Bryant & Hamill
Illinois
$1.1M
CIM
636
Corda Investment Management
Texas
$1.09M -$45.2K -587 -4%
LIA
637
LBMC Investment Advisors
Tennessee
$1.08M -$9.78K -127 -0.9%
RC
638
RegentAtlantic Capital
New Jersey
$1.08M +$377K +4,899 +53%
PFG
639
PAX Financial Group
Texas
$1.08M +$688K +8,926 +174%
SFG
640
Sage Financial Group
Pennsylvania
$1.07M +$1.07M +13,932 New
SB
641
Strategic Blueprint
Georgia
$1.07M +$279K +3,616 +35%
SIM
642
Stratos Investment Management
Ohio
$1.06M +$132K +1,708 +14%
RWP
643
RWA Wealth Partners
Massachusetts
$1.06M -$175K -2,266 -14%
SA
644
SRH Advisors
Kansas
$1.06M -$24.8K -322 -2%
EWA
645
EP Wealth Advisors
California
$1.05M -$330K -4,284 -24%
PCM
646
Pointe Capital Management
Michigan
$1.03M -$1.77K -23 -0.2%
CHJWM
647
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.03M -$19.3K -250 -2%
SIA
648
Soltis Investment Advisors
Utah
$1.03M +$3.24K +42 +0.3%
BWM
649
Birchcreek Wealth Management
Ohio
$1.03M -$76.3K -991 -7%
PWG
650
Private Wealth Group
Florida
$1.02M -$384K -4,981 -27%

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.