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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
BB
1001
Bell Bank
North Dakota
$207K +$208K +2,695 New
PWM
1002
PBMares Wealth Management
Virginia
$206K +$207K +2,685 New
LRPA
1003
L. Roy Papp & Associates
Arizona
$204K -$66.3K -860 -24%
C
1004
Certuity
Florida
$204K -$11.2K -145 -5%
NHC
1005
Nicholas Hoffman & Company
Georgia
$203K
GAA
1006
Global Assets Advisory
Florida
$202K +$203K +2,637 New
CCFM
1007
Clear Creek Financial Management
Washington
$201K -$58.2K -756 -22%
RW
1008
RVW Wealth
California
$201K +$1.77K +23 +0.9%
CIAS
1009
Capital Investment Advisory Services
North Carolina
$200K +$4.85K +63 +2%
HR
1010
Howe & Rusling
New York
$196K
WOSD
1011
WFA of San Diego
California
$192K +$192K +2,495 New
SSB
1012
Sandy Spring Bank
Maryland
$191K +$231 +3 +0.1%
CT
1013
Caldwell Trust
Florida
$189K -$15.4K -200 -8%
CAGAS
1014
Capital Advisory Group Advisory Services
Minnesota
$183K -$693 -9 -0.4%
RVM
1015
Robinson Value Management
Texas
$180K -$73K -948 -29%
PP
1016
Pacifica Partners
Canada
$176K +$48.9K +635 +39%
RE
1017
RBC Europe
United Kingdom
$163K
ME
1018
McIlrath & Eck
Washington
$158K
BCV
1019
Banque Cantonale Vaudoise
Switzerland
$154K +$154K +2,000 New
JWM
1020
Janiczek Wealth Management
Colorado
$153K -$46.3K -601 -23%
IAMOG
1021
Investors Asset Management of Georgia
Georgia
$152K +$152K +1,979 New
CCA
1022
Column Capital Advisors
Indiana
$151K +$151K +1,960 New
GWMI
1023
Guardian Wealth Management (Illinois)
Illinois
$148K -$6.32K -82 -4%
AWM
1024
Accel Wealth Management
Iowa
$148K -$2.31K -30 -2%
CYG
1025
Clean Yield Group
Vermont
$142K +$142K +1,849 New

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.