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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
SAS
151
SMI Advisory Services
Indiana
$16.2M +$1.36M +17,158 +9%
Prudential Financial
152
Prudential Financial
New Jersey
$16.1M -$4.25M -53,548 -21%
TC
153
Telemus Capital
Michigan
$15.7M -$71.7K -903 -0.4%
BHWM
154
Bay Harbor Wealth Management
Maryland
$15.7M +$117K +1,469 +0.7%
MG
155
MilWealth Group
Wisconsin
$15.5M +$268K +3,372 +2%
CS
156
Comerica Securities
Michigan
$15.5M +$753K +9,492 +5%
NAS
157
Nicolet Advisory Services
Wisconsin
$15.4M -$578K -7,283 -4%
ODIJL
158
One Day In July LLC
Vermont
$15.2M -$5.28M -66,522 -25%
CWC
159
Carolinas Wealth Consulting
North Carolina
$15.1M -$559K -7,048 -4%
HIM
160
Hanlon Investment Management
New Jersey
$14.7M -$967K -12,176 -6%
LFA
161
Level Financial Advisors
New York
$14.7M +$343K +4,315 +2%
PP
162
PDS Planning
Ohio
$14.6M +$1.31M +16,524 +10%
KCM
163
Kanawha Capital Management
Virginia
$14.5M +$865K +10,892 +6%
AIA
164
Arbor Investment Advisors
North Carolina
$14.3M -$70.4K -887 -0.5%
RCI
165
RS Crum Inc
California
$14.2M -$20K -252 -0.1%
M&T Bank
166
M&T Bank
New York
$14.2M +$3.38M +42,539 +30%
OMC
167
Old Mission Capital
Illinois
$14M +$10.9M +136,832 +318%
SFMG
168
Sage Financial Management Group
Virginia
$13.9M +$176K +2,215 +1%
TFA
169
Tranquilli Financial Advisor
New Jersey
$13.8M +$11.9M +149,711 +541%
SOAG
170
Silver Oak Advisory Group
Oregon
$13.8M +$1.11M +14,017 +9%
CA
171
CGN Advisors
Kansas
$13.8M -$2.59M -32,686 -16%
SWA
172
Safir Wealth Advisors
New Hampshire
$13.5M -$716K -9,017 -5%
BRWA
173
B. Riley Wealth Advisors
Florida
$13.5M +$549K +6,918 +4%
TF
174
TIAA FSB
Florida
$13.4M +$2.53M +31,917 +23%
LIA
175
LS Investment Advisors
Michigan
$13.3M +$781K +9,835 +6%

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.