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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
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$3.94B +$901M +11,699,674 +30%
Morgan Stanley
2
Morgan Stanley
New York
$3.04B -$2.92M -37,882 -0.1%
BCMIO
3
Beacon Capital Management Inc (Ohio)
Ohio
$2.59B +$1.98B +25,636,928 +317%
Wells Fargo
4
Wells Fargo
California
$1.18B +$342M +4,443,746 +41%
Bank of America
5
Bank of America
North Carolina
$1.13B -$107M -1,387,362 -9%
PCA
6
Personal Capital Advisors
California
$1.03B +$19M +246,504 +2%
JP Morgan Chase
7
JP Morgan Chase
New York
$979M -$1.58B -20,551,758 -62%
Osaic Holdings
8
Osaic Holdings
Arizona
$699M +$333M +4,320,749 +90%
Mercer Global Advisors
9
Mercer Global Advisors
Colorado
$698M +$6.87M +89,156 +1%
TAIM
10
TD Ameritrade Investment Management
Nebraska
$461M -$30.4M -394,941 -6%
AF
11
Allworth Financial
California
$457M +$183M +2,378,116 +67%
LPL Financial
12
LPL Financial
California
$441M +$16.3M +211,414 +4%
ETC
13
Exchange Traded Concepts
Oklahoma
$432M +$433M +5,625,109 New
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$389M -$13.5M -175,035 -3%
AAS
15
Avantax Advisory Services
Texas
$359M +$31.6M +409,583 +10%
MIM
16
MetLife Investment Management
New Jersey
$340M +$14.9M +194,000 +5%
UBS Group
17
UBS Group
Switzerland
$330M -$47M -609,851 -12%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$251M -$1.51M -19,554 -0.6%
LNC
19
Lincoln National Corp
Pennsylvania
$224M -$11.4M -148,124 -5%
Truist Financial
20
Truist Financial
North Carolina
$200M -$33M -428,690 -14%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$196M -$27.1M -351,579 -12%
TLFA
22
True Link Financial Advisors
California
$194M +$50.8M +659,924 +35%
Ameriprise
23
Ameriprise
Minnesota
$192M -$54.7M -710,259 -23%
Baird Financial Group
24
Baird Financial Group
Wisconsin
$183M -$5.74M -74,505 -3%
MIS
25
Morningstar Investment Services
Illinois
$162M -$20.5M -266,453 -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.