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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
SCG
926
Sonata Capital Group
Washington
$272K
DHGWA
927
Dixon Hughes Goodman Wealth Advisors
North Carolina
$271K -$36.9K -465 -12%
DTL
928
Dynamic Technology Lab
Singapore
$271K +$276K +3,480 New
PBF
929
Petix & Botte Financial
California
$269K +$274K +3,454 New
WP
930
WealthSource Partners
California
$268K -$1.36M -17,105 -83%
NW
931
NewEdge Wealth
Pennsylvania
$267K +$476 +6 +0.2%
BF
932
Blankinship & Foster
California
$267K +$272K +3,427 New
DP
933
Dearborn Partners
Illinois
$264K -$83.8K -1,056 -24%
CCFM
934
Clear Creek Financial Management
Washington
$263K +$22K +277 +9%
MFS
935
McNamara Financial Services
Massachusetts
$262K -$74.8K -942 -22%
EIG
936
Ellenbecker Investment Group
Wisconsin
$262K -$18.6K -234 -7%
TGAM
937
TBH Global Asset Management
Tennessee
$262K -$10.1K -127 -4%
CA
938
Cumberland Advisors
Florida
$259K -$19.8K -250 -7%
GP
939
Girard Partners
Pennsylvania
$259K
ST
940
Spinnaker Trust
Maine
$259K
SG
941
StoneX Group
New York
$258K -$21.7K -273 -8%
BC
942
Brio Consultants
California
$258K -$94.1K -1,185 -26%
CCFCSB
943
Cape Cod Five Cents Savings Bank
Massachusetts
$258K -$46.9K -591 -15%
WA
944
Wealthstream Advisors
New York
$257K +$159 +2 +0.1%
NCM
945
Narwhal Capital Management
Georgia
$257K +$8.34K +105 +3%
RVM
946
Robinson Value Management
Texas
$256K -$198K -2,489 -43%
LFA
947
Landmark Financial Advisors
Kentucky
$256K -$32.5K -410 -11%
AUIM
948
Aegon USA Investment Management
Iowa
$256K
JAG
949
Journey Advisory Group
Kentucky
$256K +$7.7K +97 +3%
TF
950
Trek Financial
Arizona
$253K +$27.9K +351 +12%

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.