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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
IWP
901
Icon Wealth Partners
Texas
$305K
MA
902
Maxele Advisors
Missouri
$304K -$55.6K -700 -15%
BL
903
BFSG LLC
California
$301K -$1.51K -19 -0.5%
OWP
904
Obermeyer Wealth Partners
Colorado
$301K
VNIM
905
Vaughan Nelson Investment Management
Texas
$301K
PAA
906
Peregrine Asset Advisers
Oregon
$300K +$159 +2 +0.1%
G
907
GenTrust
Florida
$300K +$305K +3,846 New
HWM
908
Howard Wealth Management
Connecticut
$298K -$11.1K -140 -4%
WW
909
Waterfront Wealth
Kansas
$297K +$9.29K +117 +3%
AWM
910
Apollon Wealth Management
South Carolina
$296K +$302K +3,806 New
RWB
911
RMR Wealth Builders
New Jersey
$293K -$161K -2,030 -35%
RTS
912
Round Table Services
New Jersey
$293K -$99.1K -1,248 -25%
CAM
913
Concorde Asset Management
Michigan
$291K +$39.6K +499 +15%
NAG
914
Northstar Advisory Group
New Jersey
$290K +$9.84K +124 +3%
BCM
915
Brookmont Capital Management
Texas
$282K -$159 -2 -0.1%
TA
916
TFG Advisers
Michigan
$281K +$20.2K +254 +8%
MAM
917
MMA Asset Management
Pennsylvania
$280K +$1.11K +14 +0.4%
NCM
918
NCM Capital Management
New Jersey
$280K +$286K +3,597 New
RFN
919
Redwood Financial Network
Ohio
$279K +$285K +3,587 New
PS
920
Portfolio Solutions
Michigan
$278K +$85.3K +1,075 +43%
MWP
921
Meridian Wealth Partners
Pennsylvania
$275K -$635 -8 -0.2%
IFA
922
Index Fund Advisors
California
$275K +$159 +2 +0.1%
WWM
923
WT Wealth Management
Arizona
$275K +$281K +3,534 New
NWMG
924
National Wealth Management Group
Ohio
$275K -$714 -9 -0.3%
LRPA
925
L. Roy Papp & Associates
Arizona
$274K -$25.8K -325 -8%

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.