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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
BFO
126
Boston Family Office
Massachusetts
$20.1M +$17.9K +225 +0.1%
NOI
127
Newton One Investments
Delaware
$19.8M +$241K +3,035 +1%
AWM
128
Aprio Wealth Management
Georgia
$19.5M +$19.9M +250,285 New
ACA
129
Atlas Capital Advisors
Wyoming
$19.1M -$6.41M -80,781 -25%
AAM
130
Austin Asset Management
Texas
$19.1M -$224K -2,827 -1%
Betterment LLC
131
Betterment LLC
New York
$18.8M -$12.9K -162 -0.1%
LFS
132
Lutz Financial Services
Nebraska
$18.6M +$626K +7,883 +3%
PIFP
133
Partners in Financial Planning
Virginia
$18.5M +$74.5K +939 +0.4%
NL
134
NWAM LLC
Washington
$18.4M +$625K +7,878 +3%
FMII
135
Farmers & Merchants Investments Inc
Nebraska
$18.3M +$2.79M +35,150 +18%
GGS
136
Galvin Gaustad & Stein
Arizona
$17.9M -$749K -9,434 -4%
CFA
137
Cahill Financial Advisors
Minnesota
$17.8M -$385K -4,850 -2%
HP
138
HT Partners
Connecticut
$17.6M +$324K +4,076 +2%
NA
139
NewEdge Advisors
Louisiana
$17.5M +$1.54M +19,411 +9%
AA
140
ALPS Advisors
Colorado
$17.5M -$1.94M -24,490 -10%
KL
141
KWMG LLC
Kansas
$17.4M +$538K +6,781 +3%
HL
142
HeadInvest LLC
Maine
$17.2M -$3.89M -48,993 -18%
KJWM
143
Kiley Juergens Wealth Management
Washington
$17.2M +$5.94M +74,835 +51%
Mackenzie Financial
144
Mackenzie Financial
Ontario, Canada
$17.1M
BC
145
Burney Company
Virginia
$17M -$61.4K -773 -0.4%
ABC
146
Associated Banc-Corp
Wisconsin
$16.9M -$87.2K -1,099 -0.5%
CAN
147
Cetera Advisor Networks
California
$16.7M +$62K +781 +0.4%
GSIS
148
Global Strategic Investment Solutions
Arizona
$16.6M -$2M -25,229 -11%
GFS
149
GYL Financial Synergies
Connecticut
$16.4M -$289K -3,645 -2%
EI
150
Ellevest Inc
New York
$16.3M +$1.7M +21,472 +11%

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.