We are live on ! Find out more
BSV icon

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
YAL
176
Your Advocates Ltd
Texas
$13.3M +$381K +4,795 +3%
CFB
177
Cullen/Frost Bankers
Texas
$13.1M +$1.17M +14,724 +10%
FPIS
178
Financial Planning & Information Services
Wisconsin
$12.8M +$4.33M +54,572 +49%
CA
179
CoreCap Advisors
Michigan
$12.8M +$521K +6,558 +4%
Legacy Financial Group (Iowa)
180
Legacy Financial Group (Iowa)
Iowa
$12.4M +$5.88M +74,096 +87%
EWM
181
Evermay Wealth Management
Virginia
$12.4M +$12M +150,985 +1,890%
TWC
182
TD Waterhouse Canada
Ontario, Canada
$12.3M -$1.35M -16,969 -10%
WAS
183
Wealth Advisory Solutions
Indiana
$12.2M +$12.5M +156,886 New
CWM
184
Calamos Wealth Management
Illinois
$12.1M +$10.3M +129,848 +506%
FFG
185
Fullen Financial Group
Ohio
$12M -$734K -9,245 -6%
WWM
186
Windsor Wealth Management
Indiana
$12M -$852K -10,727 -6%
BFP
187
Brewster Financial Planning
New York
$11.9M +$156K +1,959 +1%
CAL
188
Capital Analysts LLC
Pennsylvania
$11.9M -$40.6K -511 -0.3%
CAM
189
Cresset Asset Management
Illinois
$11.7M -$322K -4,051 -3%
AG
190
Ascent Group
Virginia
$11.7M +$7M +88,198 +143%
LHEI
191
Leo H. Evart Inc
California
$11.7M +$479K +6,034 +4%
SRC
192
Shufro Rose & Co
New York
$11.6M -$368K -4,633 -3%
MG
193
McCutchen Group
Washington
$11.5M +$1.11M +13,979 +11%
Susquehanna International Group
194
Susquehanna International Group
Pennsylvania
$11.5M +$11.7M +146,988 New
WFPG
195
Waller Financial Planning Group
Ohio
$11.4M -$2.08M -26,198 -15%
AWM
196
Atticus Wealth Management
Florida
$11.3M +$714 +9 +0%
CFGS
197
Concourse Financial Group Securities
Alabama
$11.2M -$2.58M -32,476 -18%
AW
198
Avion Wealth
Texas
$11M -$2.16M -27,260 -16%
SC
199
SouthState Corp
Florida
$10.9M -$327K -4,122 -3%
DW
200
Domani Wealth
Pennsylvania
$10.8M -$15M -189,073 -58%

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.