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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
Brown Advisory
801
Brown Advisory
Maryland
$495K +$497K +6,447 New
CAM
802
Cozad Asset Management
Illinois
$494K +$496K +6,437 New
OFS
803
OneAscent Financial Services
Alabama
$494K +$496K +6,438 New
BSWA
804
Bromfield Sneider Wealth Advisors
Massachusetts
$488K +$116K +1,512 +31%
TAM
805
Tocqueville Asset Management
New York
$484K +$38.5K +500 +9%
AT
806
American Trust
Kentucky
$478K +$47.1K +611 +11%
WA
807
Waverly Advisors
Alabama
$474K +$11.9K +155 +3%
IWM
808
IHT Wealth Management
Illinois
$468K +$54.9K +712 +13%
NCM
809
NCM Capital Management
New Jersey
$468K +$193K +2,500 +70%
AP
810
Adero Partners
California
$466K -$417K -5,409 -47%
EIP
811
Easterly Investment Partners
Massachusetts
$466K +$462 +6 +0.1%
RGF
812
Retirement Guys Formula
Ohio
$466K +$154K +2,004 +49%
BLC
813
Brown, Lisle/Cummings
Rhode Island
$464K
CSIC
814
Clifford Swan Investment Counsel
California
$463K -$6.93K -90 -1%
PWP
815
Perfromance Wealth Partners
Illinois
$462K +$464K +6,022 New
KCPG
816
Kavar Capital Partners Group
Kansas
$460K +$462K +5,991 New
Fisher Asset Management
817
Fisher Asset Management
Washington
$458K +$95.5K +1,239 +26%
FSWA
818
Financial Synergies Wealth Advisors
Texas
$456K +$458K +5,943 New
HWM
819
Hemington Wealth Management
Virginia
$456K -$116K -1,502 -20%
OBWG
820
Onyx Bridge Wealth Group
New York
$455K -$169K -2,197 -27%
CNB
821
Camden National Bank
Maine
$455K -$125K -1,624 -22%
VW
822
Vance Wealth
California
$455K -$13.3K -173 -3%
WAP
823
Wealthcare Advisory Partners
Pennsylvania
$454K +$13.3K +173 +3%
LWM
824
Liberty Wealth Management
California
$453K -$59.4K -771 -12%
PA
825
Pinnacle Associates
New York
$453K -$10.3K -134 -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.