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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
TCWA
1151
Ten Capital Wealth Advisors
Washington
$1K
TFA
1152
Transamerica Financial Advisors
Florida
$1K +$77 +1 New
HFA
1153
HC Financial Advisors
California
$1K +$1K +13 New
IFO
1154
Independent Family Office
New York
$947 +$949K +12,317 New
IAIM
1155
International Assets Investment Management
Florida
$771 +$17.9K +232 +2%
HT
1156
HighTower Trust
Texas
$745 +$250K +3,248 New
AR
1157
Apeiron RIA
Texas
$84 +$58.2K +756 +7%
PCMN
1158
Paradigm Capital Management (Nevada)
Nevada
-$8.08M -103,742 Closed
Toronto Dominion Bank
1159
Toronto Dominion Bank
Ontario, Canada
-$7.79M -100,000 Closed
N
1160
Natixis
France
-$3.25M -41,733 Closed
F
1161
F3Logic
Minnesota
-$2.79M -35,785 Closed
CWM
1162
CCG Wealth Management
California
-$2.32M -29,812 Closed
KP
1163
Keel Point
Alabama
-$2.03M -26,104 Closed
OPOWM
1164
One Plus One Wealth Management
Florida
-$1.85M -23,799 Closed
CSIA
1165
Conrad Siegel Investment Advisors
Pennsylvania
-$1.68M -21,612 Closed
KW
1166
KWB Wealth
California
-$1.71M -21,136 Closed
FANJ
1167
Financial Architects (New Jersey)
New Jersey
-$1.62M -20,824 Closed
PWM
1168
PRW Wealth Management
Massachusetts
-$1.52M -19,520 Closed
KC
1169
Kingfisher Capital
North Carolina
-$1.4M -18,001 Closed
LF
1170
LifeSteps Financial
California
-$1.3M -16,728 Closed
OLA
1171
Oliver Luxxe Assets
New Jersey
-$1.24M -15,931 Closed
MFA
1172
McClarren Financial Advisors
Pennsylvania
-$1.21M -15,563 Closed
GWA
1173
Gibson Wealth Advisors
Texas
-$1.17M -15,221 -100%
PAG
1174
Private Advisory Group
Washington
-$1.06M -13,587 Closed
LWMNY
1175
Landmark Wealth Management (New York)
New York
-$500K -12,692 Closed

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.