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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
SBL
1101
Sargent Bickham Lagudis
Colorado
$32K -$98.3K -1,238 -75%
DAC
1102
Dividend Assets Capital
South Carolina
$32K
LWA
1103
Lenox Wealth Advisors
New York
$31K
CTC
1104
Central Trust Company
Missouri
$29K
AIP
1105
Ameritas Investment Partners
Nebraska
$28K -$6.03K -76 -17%
AF
1106
Arrow Financial
New York
$25K +$25.6K +323 New
HNWAG
1107
High Net Worth Advisory Group
Florida
$24K
RBC
1108
Roble Belko & Company
Pennsylvania
$24K
TSWM
1109
Tyler-Stone Wealth Management
Ohio
$23K
BWP
1110
Baldwin Wealth Partners
Massachusetts
$23K +$23.8K +300 New
SIS
1111
Sound Income Strategies
Florida
$22K +$19.8K +249 +655%
EWM
1112
Endurance Wealth Management
Rhode Island
$20K -$4.07M -51,285 -100%
WWM
1113
Wolff Wiese Magana
California
$20K
ZIG
1114
Zullo Investment Group
Pennsylvania
$19K -$17.4K -219 -48%
BBHC
1115
Brown Brothers Harriman & Co
New York
$19K +$19.6K +247 New
TAM
1116
Tucker Asset Management
Colorado
$17.8K +$18.1K +228 New
AIM
1117
Astor Investment Management
Illinois
$17K
AIP
1118
Ahrens Investment Partners
Louisiana
$16K -$9.92K -125 -38%
ATC
1119
Adirondack Trust Company
New York
$16K
CA
1120
Crewe Advisors
Utah
$15K
RG
1121
Retirement Group
California
$15K
BCM
1122
Blume Capital Management
California
$13K
CSB
1123
City State Bank
Iowa
$13K
RCC
1124
Red Cedar Capital
Nebraska
$13K
CDIA
1125
Capital Directions Investment Advisors
Georgia
$13K +$12.8K +161 New

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.