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Vanguard Short-Term Bond ETF

1,131 hedge funds and large institutions have $30.2B invested in Vanguard Short-Term Bond ETF in 2022 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 415 increasing their positions, 492 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more funds holding in top 10

Funds holding in top 10: 169182 (+13)

2.96% more ownership

Funds ownership: 75.5%78.47% (+3%)

4% more capital invested

Capital invested by funds: $28.9B → $30.2B (+$1.29B)

7% less first-time investments, than exits

New positions opened: 91 | Existing positions closed: 98

2% less funds holding

Funds holding: 1,1571,131 (-26)

16% less repeat investments, than reductions

Existing positions increased: 415 | Existing positions reduced: 492

26% less call options, than puts

Call options by funds: $845K | Put options by funds: $1.15M

Holders
1,131
Holders Change
-26
Holders Change %
-2.25%
% of All Funds
19.48%
Holding in Top 10
182
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+7.69%
% of All Funds
3.13%
New
91
Increased
415
Reduced
492
Closed
98
Calls
$845K
Puts
$1.15M
Net Calls
-$300K
Net Calls Change
-$991K
Name Holding Trade Value Shares
Change
Change in
Stake
EF
226
Exeter Financial
Arizona
$9.12M +$1.14M +14,898 +14%
DC
227
Darrow Company
Massachusetts
$9.02M -$405K -5,302 -4%
WA
228
WBH Advisory
Maryland
$8.96M +$326K +4,270 +4%
CIA
229
Capital Investment Advisors
Georgia
$8.91M -$373K -4,886 -4%
ML
230
McAdam LLC
Pennsylvania
$8.84M +$169K +2,208 +2%
RC
231
Roundview Capital
New Jersey
$8.82M -$195K -2,553 -2%
AAP
232
Arax Advisory Partners
Colorado
$8.77M +$1.37M +17,883 +18%
LFS
233
Lutz Financial Services
Nebraska
$8.73M -$1.4M -18,339 -14%
AW
234
Avion Wealth
Texas
$8.71M -$962K -12,592 -10%
ZC
235
Zeit Capital
Colorado
$8.63M -$146K -1,913 -2%
GSWM
236
Greenup Street Wealth Management
Michigan
$8.61M +$2.17M +28,354 +33%
CB
237
Commerce Bank
Missouri
$8.6M -$225K -2,942 -2%
CFGS
238
Concourse Financial Group Securities
Alabama
$8.59M -$1.09M -14,203 -11%
SWM
239
Selective Wealth Management
Virginia
$8.56M -$1.38M -18,103 -14%
FFS
240
Founders Financial Securities
Maryland
$8.5M +$8.68M +113,595 New
OFP
241
OLIO Financial Planning
Virginia
$8.47M +$649K +8,490 +8%
HFRG
242
Houlihan Financial Resource Group
Virginia
$8.37M +$8.51M +111,335 New
MC
243
Minot Capital
Colorado
$8.35M
MFG
244
Monumental Financial Group
Maryland
$8.35M +$541K +7,076 +7%
FHB
245
First Hawaiian Bank
Hawaii
$8.27M +$10.1K +132 +0.1%
AIM
246
Acropolis Investment Management
Missouri
$8.24M -$8.23M -107,701 -49%
HI
247
Horizon Investments
North Carolina
$8.24M +$8.43M +110,381 New
DWP
248
Destiny Wealth Partners
Florida
$8.17M +$530K +6,933 +7%
EWM
249
Evermay Wealth Management
Virginia
$8.16M -$494K -6,470 -6%
WWM
250
Windsor Wealth Management
Indiana
$8M +$477K +6,242 +6%

BSV Hedge Fund Activity: Q3 2022 in Review

1,131 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Bond ETF (BSV) for Q3 2022, worth a combined $30.2B — up 4.5% from $28.9B a quarter earlier.

Sellers outnumbered buyers: 98 funds closed out of BSV and 91 opened new positions — a net loss of 7 holders — while 492 trimmed existing stakes and 415 added.

The largest buyer was Envestnet Asset Management, adding an estimated $911M. The largest seller was Exchange Traded Concepts, exiting entirely with an estimated $432M sold.

  • 1,131 institutional investors held Vanguard Short-Term Bond ETF (BSV) as of Q3 2022, down from 1,157 in Q2 2022.
  • Funds reported $30.2B of Vanguard Short-Term Bond ETF stock for Q3 2022, up 4.5% quarter-over-quarter.
  • 91 funds opened new Vanguard Short-Term Bond ETF positions in Q3 2022 and 98 closed out, a net change of -7 holders.
  • The largest Vanguard Short-Term Bond ETF buyer in Q3 2022 was Envestnet Asset Management, an estimated $911M added.
  • The largest Vanguard Short-Term Bond ETF seller in Q3 2022 was Exchange Traded Concepts, an estimated $432M sold.

Based on aggregated 13F filings for Q3 2022.