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Vanguard Short-Term Bond ETF

1,159 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, 460 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: 1,1641,159 (-5)

0.5% less ownership

Funds ownership: 72.4%71.9% (-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: 460

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
1,159
Holders Change
-5
Holders Change %
-0.43%
% of All Funds
18.28%
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
460
Closed
90
Calls
Puts
$654K
Net Calls
-$654K
Net Calls Change
-$654K
Name Holding Trade Value Shares
Change
Change in
Stake
DY
51
Dowling & Yahnke
California
$67.4M +$27.5M +346,809 +67%
PNC Financial Services Group
52
PNC Financial Services Group
Pennsylvania
$64.2M +$10.9M +137,056 +20%
Janney Montgomery Scott
53
Janney Montgomery Scott
Pennsylvania
$63.3M +$1.42M +17,879 +2%
VFP
54
Verus Financial Partners
Virginia
$63.1M +$1.7M +21,475 +3%
PFA
55
Pure Financial Advisors
California
$61.4M +$57.6M +725,826 +1,153%
UCFA
56
United Capital Financial Advisors
Texas
$61.4M +$4.22M +53,148 +7%
VA
57
Valmark Advisers
Ohio
$60.8M +$2.09M +26,342 +3%
AI
58
Atria Investments
North Carolina
$59.8M +$30.4M +383,343 +100%
Goldman Sachs
59
Goldman Sachs
New York
$55.8M -$12.7M -160,027 -18%
Manulife (Manufacturers Life Insurance)
60
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$55.1M +$782K +9,855 +1%
EC
61
Estate Counselors
Wisconsin
$52.9M -$22.9M -288,399 -30%
Thrivent Financial for Lutherans
62
Thrivent Financial for Lutherans
Minnesota
$52.6M -$3.7M -46,657 -7%
JC
63
Jentner Corp
Ohio
$52.2M -$878K -11,066 -2%
CCM
64
Carlson Capital Management
Minnesota
$51.9M +$1.88M +23,635 +4%
MML Investors Services
65
MML Investors Services
Massachusetts
$51.5M -$7.75M -97,597 -13%
HPWM
66
Highland Private Wealth Management
Washington
$47.1M +$1.76M +22,158 +4%
DPI
67
Diversified Portfolios Inc
Michigan
$46.9M -$1.91M -24,061 -4%
AWM
68
AE Wealth Management
Kansas
$45.6M +$287K +3,612 +0.6%
MWA
69
Martel Wealth Advisors
Washington
$45.3M +$1.79M +22,579 +4%
PP
70
PrairieView Partners
Minnesota
$44.6M -$1.58M -19,879 -3%
LWMG
71
Levy Wealth Management Group
Pennsylvania
$44.5M +$29.4M +370,881 +185%
CF
72
Corrigan Financial
Rhode Island
$44.1M +$2.3M +28,986 +5%
GAM
73
Gemmer Asset Management
California
$41.6M +$4.22M +53,200 +11%
USAA
74
United Services Automobile Association
Texas
$41.5M -$32.2M -405,023 -43%
DWM
75
Doyle Wealth Management
Florida
$41.3M +$2.2M +27,705 +6%

BSV Hedge Fund Activity: Q1 2022 in Review

1,159 of the 6,340 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 460 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.

  • 1,159 institutional investors held Vanguard Short-Term Bond ETF (BSV) as of Q1 2022, down from 1,164 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.