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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
FSA
1201
Financial Sense Advisors
California
-$367K -4,715 Closed
CAC
1202
Certified Advisory Corp
Florida
-$344K -4,414 Closed
RWA
1203
Ropes Wealth Advisors
Massachusetts
-$339K -4,357 Closed
CNC
1204
Canandaigua National Corp
New York
-$305K -3,917 Closed
G
1205
GenTrust
Florida
-$300K -3,846 Closed
HWM
1206
Howard Wealth Management
Connecticut
-$298K -3,828 Closed
WWM
1207
WT Wealth Management
Arizona
-$275K -3,534 Closed
DTL
1208
Dynamic Technology Lab
Singapore
-$271K -3,480 Closed
PBF
1209
Petix & Botte Financial
California
-$269K -3,454 Closed
WP
1210
WealthSource Partners
California
-$268K -3,441 Closed
BF
1211
Blankinship & Foster
California
-$267K -3,427 Closed
EIG
1212
Ellenbecker Investment Group
Wisconsin
-$262K -3,364 Closed
NCM
1213
Narwhal Capital Management
Georgia
-$257K -3,299 Closed
SAMC
1214
Spectrum Asset Management (California)
California
-$251K -3,220 Closed
LFG
1215
Lockerman Financial Group
California
-$248K -3,182 Closed
HIS
1216
Horizon Investment Services
Indiana
-$247K -3,168 Closed
NIM
1217
Northeast Investment Management
Massachusetts
-$245K -3,142 Closed
SEIA
1218
Signature Estate & Investment Advisors
California
-$242K -3,116 Closed
DIA
1219
Davidson Investment Advisors
Montana
-$241K -3,092 Closed
CSA
1220
Cottage Street Advisors
Massachusetts
-$241K -3,091 Closed
PFM
1221
Parsec Financial Management
North Carolina
-$234K -3,009 Closed
TWP
1222
Tempus Wealth Planning
California
-$233K -2,995 Closed
GG
1223
Gofen & Glossberg
Illinois
-$230K -2,953 Closed
NCM
1224
Northwest Capital Management
Oregon
-$217K -2,784 Closed
VFIC
1225
Valley Forge Investment Consultants
Pennsylvania
-$216K -2,776 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.