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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
AWM
76
AE Wealth Management
Kansas
$42.1M -$2.78M -36,130 -6%
WPWM
77
Windward Private Wealth Management
Kansas
$41.4M +$4.01M +51,996 +11%
BTI
78
Blue Trust Inc
Georgia
$40.5M +$40.1M +520,175 New
Citigroup
79
Citigroup
New York
$40.4M +$8.86M +115,001 +28%
Creative Planning
80
Creative Planning
Kansas
$40.3M -$56.6M -734,025 -58%
Citadel Advisors
81
Citadel Advisors
Florida
$40M -$284M -3,692,491 -88%
FPAS
82
Focus Partners Advisor Solutions
Missouri
$39.6M +$8.26M +107,203 +26%
TPCW
83
TD Private Client Wealth
New York
$36.7M -$1.99M -25,808 -5%
USAA
84
United Services Automobile Association
Texas
$36.1M -$4.83M -62,697 -12%
SP
85
Symmetry Partners
Connecticut
$35.5M +$329K +4,274 +0.9%
Manulife (Manufacturers Life Insurance)
86
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$33.8M -$20.6M -268,008 -38%
PGFC
87
Peapack-Gladstone Financial Corp
New Jersey
$33.4M -$1.76M -22,895 -5%
CIAS
88
CBIZ Investment Advisory Services
Ohio
$32.5M +$32.6M +423,561 New
CW
89
CreativeOne Wealth
Kansas
$31.3M -$849K -11,021 -3%
AC
90
Apella Capital
Connecticut
$31.1M +$2.69M +34,941 +9%
COCM
91
Charter Oak Capital Management
New Hampshire
$30.7M -$8.87M -115,103 -22%
SW
92
SoFi Wealth
California
$30.3M +$2.6M +33,725 +9%
Fifth Third Bancorp
93
Fifth Third Bancorp
Ohio
$30.2M +$1.02M +13,203 +3%
PD
94
Planning Directions
Pennsylvania
$30M -$1.85M -24,056 -6%
RCI
95
RS Crum Inc
California
$29.6M +$15.6M +202,693 +111%
SC
96
Savant Capital
Illinois
$29.4M +$6.76M +87,752 +30%
NS
97
Newman & Schimel
Illinois
$29.1M +$27.8M +360,395 +1,912%
BC
98
Bartlett & Co
Ohio
$29.1M -$503K -6,532 -2%
BCWM
99
Bartlett & Co Wealth Management
Ohio
$29.1M -$503K -6,532 -2%
RIM
100
Reynolds Investment Management
South Carolina
$28.6M -$2.22M -28,790 -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.