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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
AC
976
Addison Capital
Pennsylvania
$231K
FCA
977
FLC Capital Advisors
California
$230K
MA
978
Montag & Associates
Georgia
$229K -$107K -1,383 -32%
SWA
979
Strategies Wealth Advisors
Michigan
$227K -$616 -8 -0.3%
BFS
980
Baskin Financial Services
Ontario, Canada
$226K
BWM
981
BCS Wealth Management
Tennessee
$226K +$77 +1 +0%
CFG
982
Citizens Financial Group
Rhode Island
$226K +$227K +2,948 New
PFG
983
Pinnacle Financial Group
Illinois
$222K -$13.5K -175 -6%
FMTC
984
Farmers & Merchants Trust Company
California
$220K
CPO
985
Cerity Partners OCIO
New York
$218K -$4.62K -60 -2%
SAF
986
Smith Anglin Financial
Texas
$216K -$231 -3 -0.1%
DT
987
Diversified Trust
Tennessee
$216K
AWA
988
Amplius Wealth Advisors
Pennsylvania
$215K
CTFG
989
Capstone Triton Financial Group
Oklahoma
$215K +$7.17K +93 +3%
CFA
990
Compass Financial Advisors
Indiana
$214K
WPA
991
West Paces Advisors
Georgia
$213K -$35.2K -457 -14%
SSI
992
Scott & Selber Inc
Texas
$212K -$25.7K -334 -11%
BMCM
993
Bryn Mawr Capital Management
Pennsylvania
$212K +$213K +2,765 New
MHWM
994
Montz Harcus Wealth Management
Louisiana
$210K +$211K +2,738 New
MFS
995
McNamara Financial Services
Massachusetts
$209K -$49.5K -643 -19%
MA
996
Momentum Advisors
New York
$209K +$210K +2,725 New
BCMLT
997
Beacon Capital Management LLC (Tennessee)
Tennessee
$208K
FRA
998
Front Row Advisors
California
$208K
MLA
999
My Legacy Advisors
Oregon
$208K +$209K +2,707 New
TF
1000
Trek Financial
Arizona
$207K -$43.3K -562 -17%

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.