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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% less funds holding

Funds holding: 1,1641,159 (-5)

0.5% less ownership

Funds ownership: 72.4%71.9% (-0.5%)

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
-5
Holders Change %
-0.43%
% 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
BFS
976
Baskin Financial Services
Ontario, Canada
$229K
BWM
977
BCS Wealth Management
Tennessee
$229K
VWA
978
V Wealth Advisors
Kansas
$229K +$233K +2,935 New
CPO
979
Cerity Partners OCIO
New York
$226K +$30.6K +385 +15%
SL
980
SWMG LLC
Texas
$225K +$22.4K +282 +11%
FMTC
981
Farmers & Merchants Trust Company
California
$223K
ACM
982
Alpha Capital Management
Texas
$222K +$3.97K +50 +2%
NFG
983
Nadler Financial Group
Illinois
$221K -$157K -1,973 -41%
LC
984
Landaas & Company
Wisconsin
$220K
DT
985
Diversified Trust
Tennessee
$219K
SAF
986
Smith Anglin Financial
Texas
$219K +$397 +5 +0.2%
C
987
Certuity
Florida
$218K
AWA
988
Amplius Wealth Advisors
Pennsylvania
$218K +$223K +2,805 New
NCM
989
Northwest Capital Management
Oregon
$217K -$1.67K -21 -0.7%
CFA
990
Compass Financial Advisors
Indiana
$217K
VFIC
991
Valley Forge Investment Consultants
Pennsylvania
$216K -$97.1K -1,223 -31%
BRC
992
Bell Rock Capital
Delaware
$213K -$12.1K -153 -5%
FRA
993
Front Row Advisors
California
$211K
TCOO
994
Trust Company of Oklahoma
Oklahoma
$210K
FNWM
995
Financial Network Wealth Management
Utah
$209K -$107K -1,347 -33%
BWA
996
Beam Wealth Advisors
Louisiana
$209K -$1.11K -14 -0.5%
CTFG
997
Capstone Triton Financial Group
Oklahoma
$209K +$215K +2,707 New
BDF
998
Black Diamond Financial
Maryland
$208K -$767K -9,657 -78%
TC
999
TAGStone Capital
North Carolina
$208K +$318 +4 +0.1%
BCMLT
1000
Beacon Capital Management LLC (Tennessee)
Tennessee
$208K +$212K +2,673 New

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 1,164 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.