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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
AUIM
951
Aegon USA Investment Management
Iowa
$252K
MWP
952
Meridian Wealth Partners
Pennsylvania
$251K -$19.7K -256 -7%
OWA
953
Opal Wealth Advisors
New York
$251K +$252K +3,268 New
Members Trust
954
Members Trust
Florida
$251K +$252K +3,272 New
CBFP
955
Cedar Brook Financial Partners
Ohio
$250K +$251K +3,256 New
PAA
956
Peregrine Asset Advisers
Oregon
$249K -$46K -597 -16%
ACA
957
Aptus Capital Advisors
Alabama
$249K +$67.8K +880 +37%
RPWA
958
Regent Peak Wealth Advisors
Georgia
$248K -$136K -1,759 -35%
BW
959
Bison Wealth
Georgia
$244K +$60.2K +782 +33%
PCM
960
Parsons Capital Management
Rhode Island
$244K +$244K +3,171 New
NAG
961
Northstar Advisory Group
New Jersey
$243K -$43.6K -566 -15%
JIR
962
James Investment Research
Ohio
$242K
MCM
963
McMillion Capital Management
North Carolina
$241K -$116K -1,500 -32%
AAMC
964
Asset Allocation & Management Company
Illinois
$241K
TIM
965
Tortoise Investment Management
New York
$241K +$4.08K +53 +2%
BTW
966
Boston Trust Walden
Massachusetts
$238K -$385K -5,000 -62%
PAM
967
Peak Asset Management
Colorado
$237K -$76.7K -996 -24%
RPCA
968
Running Point Capital Advisors
California
$236K -$234K -3,041 -50%
ACM
969
Advance Capital Management
Michigan
$236K +$308 +4 +0.1%
EA
970
Ellsworth Advisors
Ohio
$235K
FMWA
971
Forvis Mazars Wealth Advisors
Missouri
$235K +$236K +3,064 New
CAM
972
Concorde Asset Management
Michigan
$232K -$55.8K -724 -19%
CCFCSB
973
Cape Cod Five Cents Savings Bank
Massachusetts
$232K -$22.3K -289 -9%
BWA
974
Beam Wealth Advisors
Louisiana
$232K +$25.9K +336 +13%
TTWM
975
TCV Trust & Wealth Management
Virginia
$231K -$9.48K -123 -4%

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.