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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
PFG
826
Pacific Financial Group
Washington
$453K +$9.32K +121 +2%
YIA
827
YHB Investment Advisors
Connecticut
$453K +$117K +1,521 +35%
MCM
828
Maple Capital Management
Vermont
$450K +$85.1K +1,105 +23%
AF
829
Advisornet Financial
Minnesota
$445K +$18.9K +245 +4%
HI
830
Harbour Investments
Wisconsin
$444K +$446K +5,783 New
AWM
831
Apollon Wealth Management
South Carolina
$443K +$151K +1,964 +52%
CAAS
832
Capital Asset Advisory Services
Michigan
$442K +$330K +4,278 +289%
PW
833
Peninsula Wealth
California
$439K
RTL
834
Red Tortoise LLC
Georgia
$434K -$1.81M -23,481 -81%
GC
835
Gilbert & Cook
Iowa
$432K -$69.7K -905 -14%
DFC
836
DB Fitzpatrick & Co
Idaho
$429K -$34.5K -448 -7%
RA
837
RFG Advisory
Alabama
$428K +$30.4K +394 +8%
PHAM
838
Palisades Hudson Asset Management
Florida
$427K +$1K +13 +0.2%
IP
839
Ignite Planners
California
$426K +$925 +12 +0.2%
SCA
840
Scott Capital Advisors
Oregon
$426K +$427K +5,548 New
PWP
841
Principle Wealth Partners
Connecticut
$425K +$426K +5,535 New
TPA
842
Trivium Point Advisory
Connecticut
$423K -$5.83M -75,726 -93%
HNW
843
High Note Wealth
Minnesota
$420K -$635K -8,242 -60%
CIA
844
Choate Investment Advisors
Massachusetts
$419K -$44.5K -577 -10%
BB
845
Busey Bank
Illinois
$418K
B
846
Bridgeworth
Alabama
$416K +$4.54K +59 +1%
WIP
847
WealthCare Investment Partners
Rhode Island
$415K +$539 +7 +0.1%
NSIM
848
North Star Investment Management
Illinois
$411K +$51.6K +670 +14%
BAS
849
Brown Advisory Securities
Maryland
$410K
BBW
850
Blue Barn Wealth
Utah
$406K +$19.6K +254 +5%

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.