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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
WFA
201
Websterrogers Financial Advisors
South Carolina
$10.7M -$36K -453 -0.3%
SWM
202
SigFig Wealth Management
California
$10.7M -$61K -768 -0.6%
HWM
203
HB Wealth Management
Georgia
$10.7M -$9.47M -119,356 -46%
EA
204
Evolution Advisers
Virginia
$10.7M +$375K +4,725 +4%
SWM
205
Selective Wealth Management
Virginia
$10.6M +$1.21M +15,221 +13%
NL
206
NEPC LLC
Massachusetts
$10.6M -$6.03M -75,914 -36%
RC
207
Roundview Capital
New Jersey
$10.5M -$230K -2,897 -2%
MAM
208
Marquette Asset Management
Minnesota
$10.5M +$10.6M +134,068 +115,576%
QCG
209
Quadrant Capital Group
Ohio
$10.4M +$9.88M +124,461 +1,358%
DE
210
Day & Ennis
Georgia
$10.4M +$346K +4,363 +3%
SCA
211
Stokes Capital Advisors
South Carolina
$10.2M +$1.92M +24,206 +23%
LIM
212
Leavell Investment Management
Alabama
$10.2M +$417K +5,248 +4%
CIA
213
Capital Investment Advisors
Georgia
$10.1M -$1.22M -15,351 -11%
SBWIC
214
Schaper Benz & Wise Investment Counsel
Wisconsin
$10M -$2.91M -36,643 -22%
AIM
215
Allen Investment Management
New York
$10M +$1.27M +16,022 +14%
BFG
216
Baron Financial Group
New Jersey
$10M +$573K +7,223 +6%
MA
217
MUFG Americas
New York
$9.99M -$373K -4,693 -4%
MC
218
Minot Capital
Colorado
$9.9M
BSA
219
Bull Street Advisors
Georgia
$9.79M +$217K +2,735 +2%
APCM
220
Alaska Permanent Capital Management
Alaska
$9.79M +$819K +10,315 +9%
DC
221
Darrow Company
Massachusetts
$9.66M +$373K +4,695 +4%
ACS
222
Archford Capital Strategies
Illinois
$9.56M +$1.69M +21,289 +21%
BAAM
223
Baker Avenue Asset Management
California
$9.46M -$190K -2,388 -2%
AWA
224
Alaska Wealth Advisors
Alaska
$9.42M -$1.87M -23,549 -16%
SWM
225
Spire Wealth Management
Virginia
$9.24M +$174K +2,198 +2%

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.