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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
PNC
776
Park National Corp
Ohio
$522K +$5.48K +69 +1%
MIC
777
Meridian Investment Counsel
California
$516K
SFG
778
SNS Financial Group
Minnesota
$513K -$149K -1,882 -22%
CP
779
Cumberland Partners
Ontario, Canada
$511K
GC
780
Gilbert & Cook
Iowa
$509K +$6.43K +81 +1%
EWA
781
Evolution Wealth Advisors
Florida
$508K +$83K +1,045 +19%
MAM
782
Madison Asset Management
Wisconsin
$504K
AP
783
Arlington Partners
Alabama
$502K
WG
784
Watchman Group
Texas
$502K +$512K +6,447 New
LWMNY
785
Landmark Wealth Management (New York)
New York
$500K +$1.01M +12,692 New
KA
786
Klingman & Associates
New York
$500K +$50.7K +639 +11%
RK
787
Rather & Kittrell
Tennessee
$498K -$18.9K -238 -4%
ARC
788
Advisor Resource Council
Texas
$496K -$102K -1,282 -17%
MOS
789
MGO One Seven
Ohio
$493K -$69.9K -880 -12%
MWP
790
Moller Wealth Partners
$493K +$102K +1,290 +26%
LWM
791
Liberty Wealth Management
California
$490K +$516K +6,506 New
SF
792
Summit Financial
New Jersey
$485K +$141K +1,780 +40%
HCP
793
Holt Capital Partners
Texas
$485K
ORC
794
O'Rourke & Company
Massachusetts
$482K -$18.9K -238 -4%
SIC
795
SJS Investment Consulting
Ohio
$481K -$9.29K -117 -2%
AMM
796
American Money Management
California
$480K
AWM
797
Accurate Wealth Management
Florida
$480K +$489K +6,161 New
RSWM
798
Robertson Stephens Wealth Management
California
$479K -$1.67K -21 -0.3%
Carson Wealth (CWM LLC)
799
Carson Wealth (CWM LLC)
Nebraska
$479K +$60.2K +758 +14%
CSIC
800
Clifford Swan Investment Counsel
California
$477K +$14.1K +178 +3%

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.