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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
Bank of Montreal
101
Bank of Montreal
Ontario, Canada
$28.2M +$552K +6,952 +2%
GLLW
102
Graves Light Lenhart Wealth
Virginia
$28.2M +$678K +8,544 +2%
SW
103
SoFi Wealth
California
$28.2M +$28.7M +361,391 New
BFA
104
Bluestem Financial Advisors
Illinois
$27.8M -$1.86M -23,441 -6%
WWM
105
Wiser Wealth Management
Georgia
$27.6M +$1.86M +23,444 +7%
PWLP
106
Prio Wealth Limited Partnership
Massachusetts
$26.6M -$1.25M -15,773 -4%
BCM
107
Brookstone Capital Management
Illinois
$24.6M +$1.74M +21,981 +7%
Comerica Bank
108
Comerica Bank
Texas
$23.6M -$750K -9,453 -3%
ERIC
109
Eagle Rock Investment Company
Georgia
$23.3M -$2.42M -30,497 -9%
FHA
110
First Horizon Advisors
Tennessee
$23.1M -$7.9M -99,479 -25%
SC
111
Savant Capital
Illinois
$23M +$2.62M +33,011 +13%
William Blair & Company
112
William Blair & Company
Illinois
$22.4M +$17.5M +220,935 +332%
VCAM
113
Van Cleef Asset Management
Ohio
$22.3M +$775K +9,757 +4%
AA
114
Ancora Advisors
Ohio
$22.1M +$7.96M +100,283 +55%
DCM
115
Disciplina Capital Management
Tennessee
$21.6M -$1.66M -20,945 -7%
Wealth Enhancement Advisory Services
116
Wealth Enhancement Advisory Services
Minnesota
$21.3M +$21.8M +274,747 New
FHC
117
Fort Henry Capital
West Virginia
$21.3M +$90.3K +1,138 +0.4%
AIM
118
Acropolis Investment Management
Missouri
$21.2M +$21M +264,916 +3,634%
CI
119
CX Institutional
Indiana
$21.1M -$4.58M -57,743 -18%
HWA
120
Heartwood Wealth Advisors
Virginia
$20.8M +$14.3M +180,557 +208%
CT
121
Cambridge Trust
Massachusetts
$20.7M -$4.52M -56,942 -18%
OPS
122
Orion Portfolio Solutions
Nebraska
$20.6M +$775K +9,760 +4%
MWM
123
Modera Wealth Management
New Jersey
$20.5M -$1.6M -20,181 -7%
MPIA
124
Mountain Pacific Investment Advisers
Idaho
$20.5M +$1.56M +19,644 +8%
OCG
125
Opus Capital Group
Ohio
$20.2M -$333K -4,201 -2%

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.