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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
WL
1026
WIT LLC
District of Columbia
$160K -$163M -2,047,460 -100%
SWM
1027
Sugarloaf Wealth Management
Georgia
$158K +$159 +2 +0.1%
GWMI
1028
Guardian Wealth Management (Illinois)
Illinois
$157K +$32.1K +405 +25%
AWM
1029
Accel Wealth Management
Iowa
$152K +$159 +2 +0.1%
FFA
1030
Founders Financial Alliance
North Carolina
$143K +$5.24K +66 +4%
RDFA
1031
Ritter Daniher Financial Advisory
Ohio
$138K
LWANC
1032
Laurel Wealth Advisors (North Carolina)
North Carolina
$135K
IRC
1033
Investors Research Corp
Georgia
$134K
LPIC
1034
LeJeune Puetz Investment Counsel
Michigan
$132K -$5.79K -73 -4%
SC
1035
Steph & Co
Wisconsin
$131K
PP
1036
Pacifica Partners
Canada
$129K
JHCP
1037
Jackson Hole Capital Partners
Oklahoma
$121K +$123K +1,554 New
CL
1038
Cabana LLC
Arkansas
$121K +$124K +1,560 New
HIA
1039
Harbor Investment Advisory
Maryland
$119K
HA
1040
Herold Advisors
New York
$118K +$121K +1,520 New
BEI
1041
Benjamin Edwards Inc
Missouri
$116K +$106K +1,340 +882%
CAAS
1042
Capital Asset Advisory Services
Michigan
$115K +$2.62K +33 +2%
HS
1043
Horan Securities
United States
$112K -$1.67K -21 -1%
HBT
1044
Hills Bank & Trust
Iowa
$112K
CCM
1045
Cribstone Capital Management
Maine
$111K +$1.19K +15 +1%
FFC
1046
First Financial Corp
Indiana
$108K +$33.4K +421 +43%
S
1047
SignatureFD
Georgia
$101K -$67.5K -850 -40%
ZB
1048
Zions Bancorporation
Utah
$99K
CB
1049
CNB Bank
Pennsylvania
$98K -$12.1K -152 -11%
PGAM
1050
Princeton Global Asset Management
New Jersey
$97K

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.