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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
CCT
676
Capital City Trust
Florida
$878K
DTC
677
Davidson Trust Company
Washington
$873K -$9.63K -125 -1%
HWA
678
HCR Wealth Advisors
California
$870K -$131K -1,700 -13%
DFA
679
Delta Financial Advisors
Louisiana
$869K -$6.86K -89 -0.8%
EWA
680
Exencial Wealth Advisors
Oklahoma
$862K -$178K -2,304 -17%
PA
681
Parkside Advisors
California
$858K +$861K +11,178 New
ATC
682
Argent Trust Co
Tennessee
$852K -$3.77K -49 -0.4%
UBV
683
United Bank (Virginia)
Virginia
$850K +$3K +39 +0.4%
HCP
684
Holt Capital Partners
Texas
$843K +$366K +4,755 +76%
ADBIC
685
A.D. Beadell Investment Counsel
Wisconsin
$842K +$77.1K +1,001 +10%
CP
686
Cumberland Partners
Ontario, Canada
$842K +$339K +4,405 +67%
FCBT
687
First Citizens Bank & Trust
North Carolina
$840K +$254K +3,294 +43%
KWA
688
KCS Wealth Advisory
California
$839K +$46.1K +598 +6%
BEI
689
Benjamin Edwards Inc
Missouri
$838K +$726K +9,418 +631%
WSTAM
690
Wilbanks Smith & Thomas Asset Management
Virginia
$836K +$199K +2,589 +31%
BJL
691
Brighton Jones LLC
Washington
$831K +$27.9K +362 +3%
WCM
692
Windsor Capital Management
Arizona
$829K -$6.79M -88,115 -89%
FT
693
Fiduciary Trust
Massachusetts
$826K -$439K -5,700 -35%
MA
694
MBA Advisors
Pennsylvania
$823K -$224K -2,911 -21%
KFGK
695
Keystone Financial Group (Kentucky)
Kentucky
$822K -$17.4K -226 -2%
MAM
696
McCarthy Asset Management
California
$820K -$43.5K -565 -5%
BCM
697
BTR Capital Management
California
$818K
AP
698
Americana Partners
Texas
$817K -$117K -1,517 -12%
AIM
699
AHL Investment Management
Florida
$817K +$59.7K +775 +8%
CIA
700
Cascade Investment Advisors
Oregon
$816K -$13.5K -175 -2%

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.