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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
VDI
801
Vaughan David Investments
Illinois
$476K +$556 +7 +0.1%
RPCA
802
Running Point Capital Advisors
California
$476K +$136K +1,708 +39%
VW
803
Vance Wealth
California
$475K -$33.1K -417 -6%
LJHT
804
Laurie J. Hall Trustee
$475K
RCM
805
Raleigh Capital Management
North Carolina
$473K +$482K +6,076 New
EIP
806
Easterly Investment Partners
Massachusetts
$472K +$99.5K +1,253 +26%
BLC
807
Brown, Lisle/Cummings
Rhode Island
$471K -$55.6K -700 -10%
PA
808
Pinnacle Associates
New York
$470K -$57.5K -724 -11%
CIA
809
Choate Investment Advisors
Massachusetts
$470K -$45.8K -577 -9%
DFC
810
DB Fitzpatrick & Co
Idaho
$470K +$138K +1,737 +40%
WA
811
Waverly Advisors
Alabama
$469K +$79 +1 +0%
BCP
812
Blue Chip Partners
Michigan
$458K -$233K -2,937 -33%
AWS
813
Arkfeld Wealth Strategies
Nebraska
$454K +$1.27K +16 +0.3%
EA
814
Elm Advisors
California
$453K -$80.2K -1,010 -15%
TAM
815
Tocqueville Asset Management
New York
$452K +$460K +5,800 New
WTB
816
Washington Trust Bank
Washington
$451K -$293K -3,695 -39%
PWMG
817
Pinnacle Wealth Management Group
Michigan
$451K -$98.8K -1,245 -18%
PFG
818
Pacific Financial Group
Washington
$451K -$14.4K -182 -3%
CHA
819
Carmichael Hill & Associates
Maryland
$449K +$51.5K +649 +13%
WAP
820
Wealthcare Advisory Partners
Pennsylvania
$447K +$102K +1,280 +29%
AT
821
American Trust
Kentucky
$447K +$216K +2,725 +90%
PW
822
Peninsula Wealth
California
$446K
BFA
823
Beaumont Financial Advisors
Massachusetts
$442K
TWM
824
Titus Wealth Management
California
$440K +$71K +894 +19%
SFM
825
Signet Financial Management
New Jersey
$436K -$2.22K -28 -0.5%

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.