We are live on ! Find out more
BSV icon

Vanguard Short-Term Bond ETF

1,160 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, 461 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: 1,1651,160 (-5)

0.5% less ownership

Funds ownership: 72.41%71.91% (-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: 461

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
1,160
Holders Change
-5
Holders Change %
-0.43%
% of All Funds
18.29%
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
461
Closed
90
Calls
Puts
$654K
Net Calls
-$654K
Net Calls Change
-$654K
Name Holding Trade Value Shares
Change
Change in
Stake
CC
751
Claybrook Capital
Massachusetts
$592K
CNB
752
Camden National Bank
Maine
$588K -$145K -1,825 -19%
RWA
753
RGT Wealth Advisors
Texas
$582K
HWM
754
Hemington Wealth Management
Virginia
$580K +$159 +2 +0%
VIA
755
Vickerman Investment Advisors
Washington
$577K -$669K -8,427 -53%
CPA
756
Cardiff Park Advisors
California
$577K -$224K -2,827 -28%
HAS
757
HBW Advisory Services
California
$576K -$145K -1,827 -20%
IP
758
Intellectus Partners
California
$573K -$294K -3,704 -33%
LWA
759
LWS Wealth Advisors
New Jersey
$570K +$580K +7,312 New
KOMWMG
760
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$565K -$2.44M -30,726 -81%
DWM
761
Dakota Wealth Management
Florida
$565K +$7.94K +100 +1%
TC
762
Titleist Capital
Texas
$555K -$944K -11,890 -63%
KFA
763
Kelleher Financial Advisors
New York
$553K +$238 +3 +0%
JWA
764
JFS Wealth Advisors
Pennsylvania
$550K
TAM
765
Todd Asset Management
Kentucky
$549K
PPP
766
Private Portfolio Partners
New Jersey
$547K +$557K +7,019 New
JCM
767
Jacobi Capital Management
Pennsylvania
$543K +$238 +3 +0%
SHFA
768
SC&H Financial Advisors
Maryland
$543K +$16.6K +209 +3%
FDCDDQ
769
Federation des caisses Desjardins du Quebec
Quebec, Canada
$542K
ACM
770
Alamar Capital Management
California
$537K +$49.6K +625 +10%
WFM
771
Wolff Financial Management
Michigan
$536K -$8.34K -105 -2%
PP
772
Pegasus Partners
Wisconsin
$536K +$546K +6,875 New
RCM
773
Radnor Capital Management
Pennsylvania
$535K
RPA
774
Rock Point Advisors
Vermont
$534K -$8.73K -110 -2%
VFPW
775
Vantage Financial Partners (Wisconsin)
Wisconsin
$532K +$41.4K +522 +8%

BSV Hedge Fund Activity: Q1 2022 in Review

1,160 of the 6,341 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 461 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.

  • 1,160 institutional investors held Vanguard Short-Term Bond ETF (BSV) as of Q1 2022, down from 1,165 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.