We are live on ! Find out more
BSV icon

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
LIG
701
Lokken Investment Group
Delaware
$812K -$39.4K -511 -5%
LFAS
702
Level Four Advisory Services
Texas
$800K -$2.06M -26,702 -72%
ES
703
Eagle Strategies
New York
$800K -$75.7K -983 -9%
BIAS
704
Beacon Investment Advisory Services
New Jersey
$795K -$35.7K -464 -4%
DW
705
Domani Wealth
Pennsylvania
$782K -$9.87M -128,054 -93%
EP
706
Eudaimonia Partners
Tennessee
$782K -$485K -6,297 -38%
MWM
707
Merriman Wealth Management
Washington
$778K +$781K +10,132 New
ACP
708
Ashfield Capital Partners
California
$773K +$43.5K +565 +6%
BWA
709
Blodgett Wealth Advisors
California
$768K -$136K -1,765 -15%
RPGK
710
Retirement Planning Group (Kansas)
Kansas
$766K -$33.8K -439 -4%
AMG
711
Asset Management Group
Connecticut
$766K +$1.7K +22 +0.2%
MFT
712
Moisand Fitzgerald Tamayo
Florida
$766K +$177K +2,292 +30%
WIC
713
Woodmont Investment Counsel
Tennessee
$765K -$3.85K -50 -0.5%
NRI
714
NFP Retirement Inc
California
$758K -$484K -6,287 -39%
AIM
715
Anchor Investment Management
South Carolina
$757K -$5.01K -65 -0.7%
RIA
716
Realta Investment Advisors
Delaware
$751K -$5.16K -67 -0.7%
GT
717
Glenview Trust
Kentucky
$741K -$122K -1,579 -14%
WIA
718
World Investment Advisors
California
$738K -$258K -3,346 -26%
CC
719
Claybrook Capital
Massachusetts
$737K +$154K +2,000 +26%
FNBOO
720
First National Bank of Omaha
Nebraska
$734K +$22.6K +293 +3%
ACP
721
Aveo Capital Partners
Colorado
$718K +$21.2K +275 +3%
BBA
722
Braun-Bostich & Associates
Pennsylvania
$714K -$395K -5,123 -36%
AIC
723
Archer Investment Corporation
Indiana
$713K +$1.23K +16 +0.2%
MFA
724
Mayflower Financial Advisors
Massachusetts
$711K +$107K +1,390 +18%
EW
725
Evoke Wealth
California
$710K

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.