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Vanguard Short-Term Bond ETF

1,159 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, 460 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

0.5% less ownership

Funds ownership: 72.41%71.9% (-0.5%)

1% less funds holding

Funds holding: 1,1651,159 (-6)

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: 460

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
1,159
Holders Change
-6
Holders Change %
-0.52%
% of All Funds
18.28%
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
460
Closed
90
Calls
Puts
$654K
Net Calls
-$654K
Net Calls Change
-$654K
Name Holding Trade Value Shares
Change
Change in
Stake
CAL
851
Capital Advisors Ltd
Ohio
$395K
BBW
852
Blue Barn Wealth
Utah
$392K -$8.73K -110 -2%
SIC
853
Samalin Investment Counsel
New York
$391K -$160K -2,021 -29%
RPWA
854
Regent Peak Wealth Advisors
Georgia
$389K -$29.4K -370 -7%
ETIA
855
Epic Trust Investment Advisors
Washington
$383K -$79 -1 -0%
RB
856
Rodgers Brothers
Pennsylvania
$380K
MFG
857
MidWestOne Financial Group
Iowa
$378K -$24.7K -311 -6%
BSWA
858
Bromfield Sneider Wealth Advisors
Massachusetts
$377K +$26.5K +334 +7%
ACM
859
Absolute Capital Management
Pennsylvania
$373K +$266K +3,348 +233%
MCM
860
Monarch Capital Management
Indiana
$371K -$154K -1,936 -29%
MCM
861
Maple Capital Management
Vermont
$370K -$24.9K -314 -6%
CRI
862
Colonial River Investments
Virginia
$369K -$233K -2,941 -38%
Fisher Asset Management
863
Fisher Asset Management
Washington
$368K +$375K +4,729 New
PCFFS
864
Pacific Center for Financial Services
California
$367K -$1.75K -22 -0.5%
FSA
865
Financial Sense Advisors
California
$367K +$374K +4,715 New
NSIM
866
North Star Investment Management
Illinois
$365K +$22.2K +280 +6%
MCM
867
McMillion Capital Management
North Carolina
$361K -$42.1K -530 -10%
WCFA
868
Walkner Condon Financial Advisors
Wisconsin
$357K -$92.6K -1,166 -20%
SFP
869
Sterling Financial Planning
New Jersey
$357K -$39.2K -494 -10%
DMIC
870
Dixon Mitchell Investment Counsel
British Columbia, Canada
$357K
BWA
871
Bordeaux Wealth Advisors
California
$354K +$3.57K +45 +1%
MFG
872
Merit Financial Group
Georgia
$351K +$97.1K +1,223 +37%
OMC
873
Overbrook Management Corp
New York
$349K
IPW
874
Intergy Private Wealth
Colorado
$349K +$356K +4,486 New
BFIM
875
Beese Fulmer Investment Management
Ohio
$348K

BSV Hedge Fund Activity: Q1 2022 in Review

1,159 of the 6,340 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 460 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.

  • 1,159 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.