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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
MG
151
MilWealth Group
Wisconsin
$15.7M +$430K +5,586 +3%
FPIS
152
Financial Planning & Information Services
Wisconsin
$15.7M +$3.01M +39,134 +24%
PP
153
PDS Planning
Ohio
$15.5M +$1.06M +13,797 +7%
GFS
154
GYL Financial Synergies
Connecticut
$15.4M -$819K -10,633 -5%
Prudential Financial
155
Prudential Financial
New Jersey
$15.3M -$542K -7,040 -3%
CWC
156
Carolinas Wealth Consulting
North Carolina
$15.2M +$316K +4,099 +2%
TF
157
TIAA FSB
Florida
$15M +$1.86M +24,136 +14%
NAS
158
Nicolet Advisory Services
Wisconsin
$14.7M -$566K -7,353 -4%
RVPG
159
Relative Value Partners Group
$14.7M +$9.47M +122,860 +178%
HL
160
HeadInvest LLC
Maine
$14.7M -$2.26M -29,359 -13%
WFA
161
Websterrogers Financial Advisors
South Carolina
$14.7M +$4.08M +53,010 +38%
ODIJL
162
One Day In July LLC
Vermont
$14.5M -$453K -5,874 -3%
AIA
163
Arbor Investment Advisors
North Carolina
$14.4M +$221K +2,867 +2%
BWL
164
Bogart Wealth LLC
Virginia
$14.3M +$14.4M +186,696 New
LFA
165
Level Financial Advisors
New York
$14.3M -$190K -2,464 -1%
CIC
166
Cutler Investment Counsel
Oregon
$13.6M +$13.7M +177,685 New
BRWA
167
B. Riley Wealth Advisors
Florida
$13.4M +$107K +1,395 +0.8%
YAL
168
Your Advocates Ltd
Texas
$13.3M +$246K +3,188 +2%
CA
169
CGN Advisors
Kansas
$13.3M -$252K -3,266 -2%
FNBT
170
FineMark National Bank & Trust
Florida
$13.2M +$6.1M +79,236 +85%
Neuberger Berman Group
171
Neuberger Berman Group
New York
$13.2M +$12.9M +167,422 +4,056%
NA
172
NewEdge Advisors
Louisiana
$13.2M -$4.13M -53,609 -24%
KCM
173
Kanawha Capital Management
Virginia
$13M -$1.27M -16,525 -9%
CA
174
CoreCap Advisors
Michigan
$13M +$365K +4,735 +3%
HIM
175
Hanlon Investment Management
New Jersey
$12.9M -$1.56M -20,242 -11%

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.