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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
FHA
101
First Horizon Advisors
Tennessee
$28.2M +$5.46M +70,871 +24%
GLLW
102
Graves Light Lenhart Wealth
Virginia
$27.9M +$158K +2,051 +0.6%
William Blair & Company
103
William Blair & Company
Illinois
$27.7M +$5.68M +73,747 +26%
VIA
104
Vantagepoint Investment Advisers
District of Columbia
$27.7M +$27.8M +360,620 New
BFA
105
Bluestem Financial Advisors
Illinois
$27.5M +$40.7K +528 +0.1%
HI
106
Human Investing
Oregon
$27.4M -$465K -6,032 -2%
AA
107
Ancora Advisors
Ohio
$26M +$4.26M +55,333 +20%
WWM
108
Wiser Wealth Management
Georgia
$25.7M -$1.45M -18,855 -5%
BWA
109
BDO Wealth Advisors
Florida
$25.3M -$9.58M -124,395 -27%
BCM
110
Brookstone Capital Management
Illinois
$23.9M -$471K -6,118 -2%
EHC
111
Everett Harris & Co
California
$23.9M -$15.7M -203,555 -40%
BPA
112
Beacon Pointe Advisors
California
$23.5M -$8.7M -112,958 -27%
FG
113
Fiduciary Group
Georgia
$22.5M -$10.6M -137,334 -32%
OPS
114
Orion Portfolio Solutions
Nebraska
$22.1M +$1.77M +22,990 +9%
DWM
115
Doyle Wealth Management
Florida
$22M -$18.8M -243,592 -46%
PWLP
116
Prio Wealth Limited Partnership
Massachusetts
$22M -$4.17M -54,178 -16%
MAM
117
Marquette Asset Management
Minnesota
$21.2M +$10.9M +141,284 +105%
FHC
118
Fort Henry Capital
West Virginia
$21M +$104K +1,351 +0.5%
HWA
119
Heartwood Wealth Advisors
Virginia
$20.8M +$233K +3,030 +1%
CAG
120
Crestwood Advisors Group
Massachusetts
$20.5M +$19.6M +255,056 +2,123%
Mariner
121
Mariner
Kansas
$19.7M -$9.22M -119,685 -32%
AWM
122
Aprio Wealth Management
Georgia
$19.7M +$448K +5,811 +2%
FMII
123
Farmers & Merchants Investments Inc
Nebraska
$19.4M +$1.43M +18,600 +8%
M&T Bank
124
M&T Bank
New York
$19.3M +$5.57M +72,328 +40%
ERIC
125
Eagle Rock Investment Company
Georgia
$18.9M -$4.02M -52,187 -17%

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.