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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
BCI
876
Brinker Capital Investments
Pennsylvania
$346K +$33K +416 +10%
CAC
877
Certified Advisory Corp
Florida
$344K -$1.23M -15,527 -78%
CBB
878
Citizens Business Bank
California
$342K
YIA
879
YHB Investment Advisors
Connecticut
$341K
AWA
880
Acorn Wealth Advisors
Michigan
$340K -$1.03K -13 -0.3%
MA
881
Montag & Associates
Georgia
$340K
FLA
882
Financial Life Advisors
Texas
$339K -$53.2K -670 -13%
RWA
883
Ropes Wealth Advisors
Massachusetts
$339K +$102K +1,282 +42%
BAG
884
Briggs Advisory Group
Rhode Island
$338K +$95.5K +1,203 +38%
CSPAM
885
Cary Street Partners Asset Management
Virginia
$337K -$3.65K -46 -1%
GIM
886
Goelzer Investment Management
Indiana
$332K -$66.6K -839 -16%
WIM
887
Warwick Investment Management
Texas
$332K +$19.4K +245 +6%
GAM
888
Gould Asset Management
California
$331K -$227K -2,860 -40%
PFGIA
889
Patriot Financial Group Insurance Agency
Massachusetts
$327K -$604K -7,603 -64%
CIR
890
Clear Investment Research
Georgia
$326K +$85.4K +1,076 +35%
Neuberger Berman Group
891
Neuberger Berman Group
New York
$322K -$210K -2,646 -39%
PAM
892
Peak Asset Management
Colorado
$318K -$94.9K -1,195 -23%
ECM
893
Evergreen Capital Management
Washington
$318K -$37K -466 -10%
RGF
894
Retirement Guys Formula
Ohio
$317K +$323K +4,070 New
GC
895
Gratus Capital
Georgia
$315K +$321K +4,041 New
WCM
896
Washington Capital Management
Washington
$312K +$318K +4,000 New
W
897
WealthOne
New York
$311K +$36.9K +465 +13%
SFS
898
Starfox Financial Services
Texas
$307K -$10.9M -137,229 -97%
JTWM
899
Jackson Thornton Wealth Management
Alabama
$306K +$30.6K +385 +11%
CNC
900
Canandaigua National Corp
New York
$305K -$7.07K -89 -2%

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.