We are live on ! Find out more
BSV icon

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
BONH
1076
Bank of New Hampshire
New Hampshire
$61K +$62.3K +785 New
CFD
1077
Creative Financial Designs
Indiana
$60K -$10.2K -128 -14%
HWMA
1078
Heritage Wealth Management (Arizona)
Arizona
$60K +$61.5K +775 New
LPP
1079
Life Planning Partners
Florida
$58K +$58.7K +740 New
PB
1080
Pinnacle Bancorp
Nebraska
$56K
OC
1081
Oakworth Capital
Alabama
$55K -$7.86K -99 -12%
JGIA
1082
Jackson Grant Investment Advisers
Connecticut
$55K +$55.6K +700 New
MA
1083
MCF Advisors
Kentucky
$55K +$55.6K +700 New
SWA
1084
SOA Wealth Advisors
New York
$51K
BCA
1085
Bray Capital Advisors
Florida
$49K
PFSC
1086
Peoples Financial Services Corp
Pennsylvania
$49K
DWMG
1087
DB Wealth Management Group
California
$47K
TWM
1088
Tradition Wealth Management
Minnesota
$47K
GIA
1089
GHP Investment Advisors
Colorado
$47K +$47.6K +600 New
MM
1090
Main Management
California
$43K
RCM
1091
Regency Capital Management
Hawaii
$43K
T
1092
TCWP
Ohio
$42K +$43.7K +551 New
FAG
1093
Fortitude Advisory Group
Washington
$41K
FP
1094
Financial Perspectives
Minnesota
$38.3K
HWM
1095
HighMark Wealth Management
Minnesota
$38K +$4.29K +54 +12%
FBT
1096
First Bank & Trust
South Dakota
$37K
SCA
1097
Stonebridge Capital Advisors
Minnesota
$37K
TF
1098
TimeScale Financial
Massachusetts
$36K
JPLA
1099
Joseph P. Lucia & Associates
New York
$36K +$36.8K +464 New
SIAP
1100
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$35K

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.