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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
CBB
901
Citizens Business Bank
California
$337K
CSPAM
902
Cary Street Partners Asset Management
Virginia
$336K +$3.47K +45 +1%
JTWM
903
Jackson Thornton Wealth Management
Alabama
$336K +$34.4K +446 +11%
FLA
904
Financial Life Advisors
Texas
$334K
MCM
905
Monarch Capital Management
Indiana
$331K -$34.6K -449 -9%
WIM
906
Warwick Investment Management
Texas
$326K -$1K -13 -0.3%
AF
907
Affiance Financial
Minnesota
$323K -$301K -3,904 -48%
UL
908
Unionview LLC
Washington
$319K -$97K -1,259 -23%
GIM
909
Goelzer Investment Management
Indiana
$319K -$8.47K -110 -3%
LFA
910
Lauterbach Financial Advisors
Texas
$319K +$320K +4,154 New
SG
911
StoneX Group
New York
$318K +$63.5K +824 +25%
WW
912
Waterfront Wealth
Kansas
$317K +$21.6K +280 +7%
NDSI
913
Newman Dignan & Sheerar Inc
Rhode Island
$315K +$770 +10 +0.2%
GC
914
Gratus Capital
Georgia
$315K +$4.93K +64 +2%
ECM
915
Evergreen Capital Management
Washington
$314K
PCIA
916
Prime Capital Investment Advisors
Kansas
$311K +$86.7K +1,125 +39%
SWM
917
Seaside Wealth Management
California
$308K +$306K +3,971 New
SFS
918
Starfox Financial Services
Texas
$307K
W
919
WealthOne
New York
$307K +$462 +6 +0.2%
SPA
920
Shore Point Advisors
New Jersey
$306K +$307K +3,979 New
IFA
921
Index Fund Advisors
California
$303K +$31.5K +409 +12%
NW
922
NewEdge Wealth
Pennsylvania
$302K +$39.4K +512 +15%
VWA
923
V Wealth Advisors
Kansas
$302K +$77.3K +1,003 +34%
IWP
924
Icon Wealth Partners
Texas
$301K
CIR
925
Clear Investment Research
Georgia
$300K -$21.2K -275 -7%

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.