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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
BIAS
676
Beacon Investment Advisory Services
New Jersey
$842K -$13.1K -165 -2%
CIA
677
Cascade Investment Advisors
Oregon
$842K +$137K +1,725 +19%
BCM
678
BTR Capital Management
California
$830K
BJL
679
Brighton Jones LLC
Washington
$815K -$108K -1,360 -12%
RPGK
680
Retirement Planning Group (Kansas)
Kansas
$811K -$19.8K -249 -2%
PPA
681
Parametric Portfolio Associates
Washington
$806K -$8.81K -111 -1%
KWA
682
KCS Wealth Advisory
California
$805K +$156K +1,964 +23%
HIP
683
HUB Investment Partners
Texas
$804K +$445K +5,601 +119%
SB
684
Strategic Blueprint
Georgia
$801K -$41K -516 -5%
QC
685
Quent Capital
New York
$799K -$11.1K -140 -1%
PIM
686
Penobscot Investment Management
Massachusetts
$789K +$23.3K +294 +3%
AR
687
Apeiron RIA
Texas
$788K -$81.7K -1,029 -9%
PPW
688
Pasadena Private Wealth
California
$788K +$140K +1,759 +21%
FBC
689
Fairfield, Bush & Co
Connecticut
$787K +$79 +1 +0%
Fidelity Investments
690
Fidelity Investments
Massachusetts
$787K +$6.99K +88 +0.9%
RWI
691
Red Wave Investments
Pennsylvania
$786K +$214K +2,695 +36%
OCM
692
Orser Capital Management
Texas
$781K -$3.67M -46,240 -82%
WIC
693
Woodmont Investment Counsel
Tennessee
$780K +$569K +7,170 +252%
CPIA
694
Cornell Pochily Investment Advisors
New York
$777K -$493K -6,206 -38%
ADBIC
695
A.D. Beadell Investment Counsel
Wisconsin
$777K +$1.99K +25 +0.3%
AMG
696
Asset Management Group
Connecticut
$775K -$7.07K -89 -0.9%
AIM
697
Anchor Investment Management
South Carolina
$773K -$38.9K -490 -5%
AAM
698
Autus Asset Management
Arizona
$772K -$228K -2,874 -22%
CB
699
Community Bank
New York
$772K -$180K -2,272 -19%
AIM
700
AHL Investment Management
Florida
$769K -$16.6K -209 -2%

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.