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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
TA
726
Trellis Advisors
Washington
$700K +$10.2K +132 +1%
EFS
727
Essex Financial Services
Connecticut
$699K +$32.5K +422 +5%
LWCFA
728
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$696K +$698K +9,066 New
Bank Julius Baer & Co
729
Bank Julius Baer & Co
Switzerland
$691K
AWP
730
Ascent Wealth Partners
New York
$680K +$682K +8,855 New
EWM
731
EPG Wealth Management
Georgia
$673K
TFA
732
Tobias Financial Advisors
Florida
$673K +$675K +8,765 New
OCM
733
Orion Capital Management
California
$656K -$1.46M -18,956 -69%
LNWWM
734
Laird Norton Wetherby Wealth Management
California
$656K
VWA
735
VERITY Wealth Advisors
United States
$656K +$658K +8,547 New
WFA
736
Wellspring Financial Advisors
Ohio
$654K -$510K -6,618 -44%
PIM
737
Penobscot Investment Management
Massachusetts
$646K -$133K -1,720 -17%
Wealthfront Advisers
738
Wealthfront Advisers
California
$638K +$213K +2,766 +50%
AAM
739
Autus Asset Management
Arizona
$632K -$130K -1,688 -17%
DCM
740
DGS Capital Management
New Jersey
$627K -$379K -4,913 -38%
DWM
741
Dakota Wealth Management
Florida
$617K +$59.9K +777 +11%
IA
742
Insight Advisors
Pennsylvania
$616K +$462 +6 +0.1%
MAS
743
Madden Advisory Services
Florida
$612K +$614K +7,976 New
BAMG
744
Brand Asset Management Group
Missouri
$611K -$538K -6,981 -47%
Luther King Capital Management (LKCM)
745
Luther King Capital Management (LKCM)
Texas
$606K
CAI
746
Capital Advisors Inc
Oklahoma
$603K -$1K -13 -0.2%
LJHT
747
Laurie J. Hall Trustee
$599K +$131K +1,700 +28%
CAWM
748
Capital Advisors Wealth Management
Washington
$595K -$309K -4,015 -34%
SFS
749
Summit Financial Strategies
Ohio
$591K -$92.3K -1,198 -13%
BEAM
750
Baker Ellis Asset Management
Washington
$591K

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.