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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
EA
201
Evolution Advisers
Virginia
$10.8M +$212K +2,754 +2%
Susquehanna International Group
202
Susquehanna International Group
Pennsylvania
$10.8M -$503K -6,524 -4%
CI
203
CX Institutional
Indiana
$10.7M -$10.2M -132,030 -49%
SC
204
SouthState Corp
Florida
$10.7M -$78.6K -1,020 -0.7%
AWE
205
Avidian Wealth Enterprises
Texas
$10.5M +$9.41M +122,091 +843%
ACA
206
Affinity Capital Advisors
California
$10.4M +$7.43M +96,493 +244%
DCM
207
Disciplina Capital Management
Tennessee
$10.4M -$11M -142,140 -51%
LFS
208
Lutz Financial Services
Nebraska
$10.4M -$7.98M -103,583 -43%
SWM
209
Selective Wealth Management
Virginia
$10.2M -$313K -4,062 -3%
LIA
210
LS Investment Advisors
Michigan
$10.1M -$2.99M -38,812 -23%
RPG
211
Resource Planning Group
Georgia
$9.98M +$8.31M +107,873 +489%
VFA
212
Voya Financial Advisors
Connecticut
$9.92M +$8.4M +109,034 +532%
CFGS
213
Concourse Financial Group Securities
Alabama
$9.91M -$1.11M -14,469 -10%
AW
214
Avion Wealth
Texas
$9.9M -$992K -12,876 -9%
WAS
215
Wealth Advisory Solutions
Indiana
$9.85M -$2.2M -28,607 -18%
LIM
216
Leavell Investment Management
Alabama
$9.78M -$242K -3,135 -2%
CAM
217
Cresset Asset Management
Illinois
$9.71M -$1.82M -23,594 -16%
BSA
218
Bull Street Advisors
Georgia
$9.7M +$42.8K +555 +0.4%
APCM
219
Alaska Permanent Capital Management
Alaska
$9.66M +$10.9K +142 +0.1%
DC
220
Darrow Company
Massachusetts
$9.66M +$142K +1,837 +1%
DE
221
Day & Ennis
Georgia
$9.64M -$592K -7,684 -6%
ACS
222
Archford Capital Strategies
Illinois
$9.62M +$134K +1,738 +1%
CIA
223
Capital Investment Advisors
Georgia
$9.52M -$467K -6,066 -5%
BFG
224
Baron Financial Group
New Jersey
$9.52M -$353K -4,585 -4%
AWA
225
Alaska Wealth Advisors
Alaska
$9.49M +$202K +2,618 +2%

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.