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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
CAG
651
Crestwood Advisors Group
Massachusetts
$936K -$553K -6,967 -37%
LIM
652
Loudon Investment Management
New Hampshire
$930K +$139K +1,757 +17%
DWM
653
Drive Wealth Management
Utah
$919K +$167K +2,099 +22%
CAWM
654
Capital Advisors Wealth Management
Washington
$916K -$655K -8,253 -41%
BWA
655
Blodgett Wealth Advisors
California
$916K
AP
656
Americana Partners
Texas
$906K +$402K +5,058 +71%
PCM
657
Presidio Capital Management
California
$904K +$683K +8,604 +287%
GM
658
GeoWealth Management
Illinois
$901K -$119K -1,502 -11%
ZF
659
Zhang Financial
Michigan
$897K +$21.5K +271 +2%
DTC
660
Davidson Trust Company
Washington
$895K +$82.4K +1,038 +10%
AP
661
Adero Partners
California
$895K +$229K +2,886 +34%
CCT
662
Capital City Trust
Florida
$891K
DFA
663
Delta Financial Advisors
Louisiana
$889K -$33.4K -421 -4%
ES
664
Eagle Strategies
New York
$889K +$80.8K +1,018 +10%
MA
665
Mangham Associates
Virginia
$888K +$177K +2,229 +24%
BPWM
666
Badgley Phelps Wealth Managers
Washington
$887K +$904K +11,383 New
SFS
667
Security Financial Services
Indiana
$881K -$454K -5,725 -34%
MAM
668
McCarthy Asset Management
California
$876K -$27.8K -350 -3%
GT
669
Glenview Trust
Kentucky
$875K +$271K +3,411 +44%
ATC
670
Argent Trust Co
Tennessee
$868K
UBV
671
United Bank (Virginia)
Virginia
$860K -$3.02K -38 -0.3%
LIG
672
Lokken Investment Group
Delaware
$854K -$5.02M -63,219 -85%
KFGK
673
Keystone Financial Group (Kentucky)
Kentucky
$852K +$101K +1,272 +13%
KFS
674
Kelly Financial Services
Massachusetts
$849K -$32.5K -410 -4%
LCM
675
Liberty Capital Management
Michigan
$844K -$59.5K -750 -6%

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.