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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
SA
251
SAM Advisors
California
$8M +$8.17M +106,885 New
APCM
252
Alaska Permanent Capital Management
Alaska
$7.93M -$1.52M -19,850 -16%
EA
253
Echo45 Advisors
California
$7.9M -$100K -1,314 -1%
RWM
254
Refined Wealth Management
Utah
$7.8M -$1.45K -19 -0%
Thrivent Financial for Lutherans
255
Thrivent Financial for Lutherans
Minnesota
$7.77M -$957K -12,528 -11%
APC
256
Aspire Private Capital
North Carolina
$7.77M -$451K -5,907 -5%
CA
257
Continuum Advisory
Idaho
$7.63M +$109K +1,421 +1%
PIMG
258
Patriot Investment Management Group
Tennessee
$7.6M -$1.14M -14,940 -13%
SFG
259
Sovereign Financial Group
Connecticut
$7.53M +$221K +2,893 +3%
ACA
260
Ackerman Capital Advisors
Texas
$7.5M -$1.69M -22,183 -18%
SIA
261
SeaBridge Investment Advisors
New Jersey
$7.47M +$4.8M +62,870 +170%
UA
262
Unison Advisors
District of Columbia
$7.44M +$4.89M +63,972 +181%
SFA
263
Souders Financial Advisors
Ohio
$7.42M +$7.58M +99,224 New
KAH
264
Kathryn A. Hall
$7.39M -$993K -13,000 -12%
TCOV
265
Trust Company of Vermont
Vermont
$7.37M -$487K -6,373 -6%
OAM
266
Occidental Asset Management
California
$7.33M +$59.6K +780 +0.8%
CCM
267
Covington Capital Management
California
$7.25M +$520K +6,805 +8%
FVWA
268
Foster Victor Wealth Advisors
South Carolina
$7.2M -$318K -4,164 -4%
JWCA
269
J.W. Cole Advisors
Florida
$7.16M +$1.86M +24,387 +34%
CANC
270
Culbertson A N & Co
Virginia
$7.13M +$897K +11,743 +14%
AFS
271
Axiom Financial Strategies
Indiana
$7.13M +$2.16M +28,323 +42%
WF
272
Welch & Forbes
Massachusetts
$7.13M -$236K -3,091 -3%
SW
273
SVB Wealth
Massachusetts
$7.06M +$3.11M +40,752 +76%
BAAM
274
Baker Avenue Asset Management
California
$7.03M -$342K -4,476 -5%
RG
275
Rathbones Group
United Kingdom
$7.02M +$164K +2,140 +2%

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.