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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
OWA
1176
Opal Wealth Advisors
New York
-$3.63M -44,861 Closed
SFS
1177
Sowell Financial Services
Arkansas
-$3.53M -43,632 Closed
BOC
1178
Bull Oak Capital
California
-$3.34M -41,337 Closed
CCWA
1179
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
-$2.89M -35,740 Closed
AWM
1180
Aries Wealth Management
Maine
-$2.81M -34,798 Closed
CS
1181
Capital Square
Tennessee
-$2.72M -33,725 Closed
SMG
1182
Smart Money Group
Texas
-$1.91M -23,650 Closed
MSWMA
1183
Market Street Wealth Management Advisors
Indiana
-$1.85M -22,909 Closed
RFA
1184
RTD Financial Advisors
Pennsylvania
-$1.84M -22,740 Closed
LC
1185
Lincoln Capital
Nebraska
-$1.22M -15,084 Closed
HC
1186
Hamilton Capital
Ohio
-$1.1M -13,613 Closed
JSL
1187
JT Stratford LLC
Georgia
-$830K -10,261 Closed
Charles Schwab
1188
Charles Schwab
California
-$804K -9,978 Closed
FF
1189
Fluent Financial
Texas
-$770K -9,527 Closed
AFS
1190
AFG Fiduciary Services
Massachusetts
-$683K -8,447 Closed
MCM
1191
Maryland Capital Management
Maryland
-$650K -8,045 Closed
AAM
1192
Aureus Asset Management
Massachusetts
-$644K -7,965 Closed
MSA
1193
Marino Stram & Associates
Massachusetts
-$593K -7,331 Closed
PA
1194
PFG Advisors
Arizona
-$546K -6,749 Closed
BRWM
1195
B. Riley Wealth Management
Tennessee
-$522K -6,456 Closed
KCPG
1196
Kavar Capital Partners Group
Kansas
-$495K -6,127 Closed
RFN
1197
RDA Financial Network
Iowa
-$444K -5,494 Closed
PGWM
1198
Parisi Gray Wealth Management
New Jersey
-$434K -5,375 Closed
AP
1199
Agilis Partners
Massachusetts
-$418K -5,169 Closed
PCIG
1200
Partners Capital Investment Group
Massachusetts
-$372K -4,600 Closed

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.