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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
FWM
1076
Focused Wealth Management
New York
$54K -$11.4K -148 -17%
JGIA
1077
Jackson Grant Investment Advisers
Connecticut
$54K
MA
1078
MCF Advisors
Kentucky
$54K
OC
1079
Oakworth Capital
Alabama
$54K
NFSG
1080
Newbridge Financial Services Group
Florida
$52K -$18.2K -236 -26%
SWA
1081
SOA Wealth Advisors
New York
$50K
BCA
1082
Bray Capital Advisors
Florida
$48K
PFSC
1083
Peoples Financial Services Corp
Pennsylvania
$48K
CWM
1084
Castle Wealth Management
Florida
$47K +$47.5K +616 New
DWMG
1085
DB Wealth Management Group
California
$46K
TWM
1086
Tradition Wealth Management
Minnesota
$46K
SCA
1087
Stonebridge Capital Advisors
Minnesota
$45K +$7.86K +102 +21%
CDIA
1088
Capital Directions Investment Advisors
Georgia
$45K +$33.1K +429 +266%
MM
1089
Main Management
California
$43K
HWM
1090
HighMark Wealth Management
Minnesota
$38K +$1K +13 +3%
FP
1091
Financial Perspectives
Minnesota
$37.8K
FBT
1092
First Bank & Trust
South Dakota
$37K
JPLA
1093
Joseph P. Lucia & Associates
New York
$36K
HWM
1094
Horizons Wealth Management
North Carolina
$36K +$35.7K +464 New
CB
1095
CNB Bank
Pennsylvania
$35K -$61.6K -800 -64%
SIS
1096
Sound Income Strategies
Florida
$35K +$12.6K +163 +57%
SIAP
1097
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$34K
TC
1098
Truvestments Capital
Florida
$33K +$33.3K +432 New
DAC
1099
Dividend Assets Capital
South Carolina
$31K
SBL
1100
Sargent Bickham Lagudis
Colorado
$31K

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.