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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
CT
1001
Caldwell Trust
Florida
$207K +$15.9K +200 +8%
NHC
1002
Nicholas Hoffman & Company
Georgia
$206K
TWA
1003
TCI Wealth Advisors
Arizona
$205K +$77.2K +972 +59%
FA
1004
Fermata Advisors
California
$203K -$103K -1,293 -33%
PCS
1005
Personal CFO Solutions
New Jersey
$203K -$2.06K -26 -1%
HCM
1006
Hollencrest Capital Management
California
$203K
GLA
1007
Good Life Advisors
Pennsylvania
$202K -$45.2K -569 -18%
RW
1008
RVW Wealth
California
$202K +$1.83K +23 +0.9%
KF
1009
Krilogy Financial
Missouri
$201K -$56.3K -709 -22%
JWM
1010
Janiczek Wealth Management
Colorado
$201K
PHS
1011
Pekin Hardy Strauss
Illinois
$201K
BFS
1012
Beacon Financial Strategies
North Carolina
$200K -$9.13K -115 -4%
RPCONE
1013
Retirement Planning Company of New England
Rhode Island
$200K -$23.7K -298 -10%
LCP
1014
Legacy Capital Partners
Wisconsin
$200K
HR
1015
Howe & Rusling
New York
$199K +$202K +2,550 New
CIAS
1016
Capital Investment Advisory Services
North Carolina
$198K +$48.7K +614 +32%
LWM
1017
Lyell Wealth Management
California
$195K
SSB
1018
Sandy Spring Bank
Maryland
$194K +$59.3K +747 +43%
BW
1019
Bison Wealth
Georgia
$187K
CAGAS
1020
Capital Advisory Group Advisory Services
Minnesota
$186K -$22.5K -284 -11%
ACA
1021
Aptus Capital Advisors
Alabama
$184K -$97.8K -1,232 -34%
CA
1022
Clearstead Advisors
Ohio
$180K -$146K -1,840 -44%
RE
1023
RBC Europe
United Kingdom
$166K
CAM
1024
Chandler Asset Management
California
$166K
ME
1025
McIlrath & Eck
Washington
$161K

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.