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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
LC
1226
Landaas & Company
Wisconsin
-$220K -2,716 Closed
TCOO
1227
Trust Company of Oklahoma
Oklahoma
-$210K -2,700 Closed
FNWM
1228
Financial Network Wealth Management
Utah
-$209K -2,687 Closed
BDF
1229
Black Diamond Financial
Maryland
-$208K -2,670 Closed
PCS
1230
Personal CFO Solutions
New Jersey
-$203K -2,603 Closed
FA
1231
Fermata Advisors
California
-$203K -2,599 Closed
GLA
1232
Good Life Advisors
Pennsylvania
-$202K -2,590 Closed
KF
1233
Krilogy Financial
Missouri
-$201K -2,585 Closed
PHS
1234
Pekin Hardy Strauss
Illinois
-$201K -2,585 Closed
RPCONE
1235
Retirement Planning Company of New England
Rhode Island
-$200K -2,573 Closed
BFS
1236
Beacon Financial Strategies
North Carolina
-$200K -2,568 Closed
LWM
1237
Lyell Wealth Management
California
-$195K -2,503 Closed
SC
1238
Steph & Co
Wisconsin
-$131K -1,680 Closed
JHCP
1239
Jackson Hole Capital Partners
Oklahoma
-$121K -1,554 Closed
HA
1240
Herold Advisors
New York
-$118K -1,520 Closed
CSIA
1241
Carl Stuart Investment Advisor
Texas
-$962K -1,235 Closed
ADL
1242
Asset Dedication LLC
California
-$95K -1,227 Closed
WB
1243
West Bancorporation
Iowa
-$81K -1,042 Closed
CFFP
1244
Center for Financial Planning
Michigan
-$76K -970 Closed
T
1245
TCWP
Ohio
-$42K -551 Closed
RCM
1246
Regency Capital Management
Hawaii
-$43K -547 Closed
FAG
1247
Fortitude Advisory Group
Washington
-$41K -525 Closed
CTC
1248
Central Trust Company
Missouri
-$29K -372 Closed
RBC
1249
Roble Belko & Company
Pennsylvania
-$24K -307 Closed
AIM
1250
Astor Investment Management
Illinois
-$17K -222 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.