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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
MML Investors Services
51
MML Investors Services
Massachusetts
$73.4M +$22.7M +294,000 +44%
EA
52
Efficient Advisors
Ohio
$68.7M -$1.04M -13,487 -1%
PAG
53
Private Advisor Group
New Jersey
$68.4M +$31.2M +405,228 +84%
FCH
54
Freestone Capital Holdings
Washington
$67.1M -$2.62M -34,008 -4%
VA
55
Valmark Advisers
Ohio
$62.8M +$2.92M +37,953 +5%
UCFA
56
United Capital Financial Advisors
Texas
$62.4M +$1.82M +23,682 +3%
KAS
57
Kestra Advisory Services
Texas
$60.4M +$27.1M +352,315 +81%
Janney Montgomery Scott
58
Janney Montgomery Scott
Pennsylvania
$60.4M -$2.03M -26,339 -3%
VFP
59
Verus Financial Partners
Virginia
$60M -$2.5M -32,498 -4%
PNC Financial Services Group
60
PNC Financial Services Group
Pennsylvania
$54.2M -$9.2M -119,429 -14%
DPI
61
Diversified Portfolios Inc
Michigan
$54M +$7.74M +100,409 +17%
TFA
62
Tranquilli Financial Advisor
New Jersey
$53.5M +$40M +519,346 +293%
BRC
63
Bell Rock Capital
Delaware
$51M +$51M +661,353 +24,067%
EC
64
Estate Counselors
Wisconsin
$50.9M -$1.19M -15,493 -2%
JC
65
Jentner Corp
Ohio
$50.1M -$1.35M -17,529 -3%
GAM
66
Gemmer Asset Management
California
$49.7M +$8.79M +114,059 +21%
CCM
67
Carlson Capital Management
Minnesota
$48.1M -$3.04M -39,460 -6%
HPWM
68
Highland Private Wealth Management
Washington
$46.9M +$530K +6,881 +1%
LWMG
69
Levy Wealth Management Group
Pennsylvania
$45.2M +$1.39M +18,100 +3%
MWA
70
Martel Wealth Advisors
Washington
$44.5M -$128K -1,663 -0.3%
CF
71
Corrigan Financial
Rhode Island
$44.3M +$927K +12,035 +2%
US Bancorp
72
US Bancorp
Minnesota
$44.1M +$7.2M +93,405 +19%
AAS
73
Ameritas Advisory Services
Nebraska
$43.7M -$118M -1,537,854 -73%
AG
74
Ascent Group
Virginia
$43.5M +$31.7M +411,186 +274%
PP
75
PrairieView Partners
Minnesota
$43M -$968K -12,568 -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.