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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
AWS
276
AJ Wealth Strategies
New York
$6.99M +$1.51M +19,801 +27%
IAN
277
Integrated Advisors Network
Texas
$6.96M -$48.2K -631 -0.7%
TNB
278
Thomasville National Bank
Georgia
$6.91M -$407K -5,325 -5%
REMPR
279
Roof Eidam Maycock Peralta (REMP)
California
$6.88M -$130K -1,701 -2%
MA
280
MUFG Americas
New York
$6.86M -$1.97M -25,826 -22%
DCM
281
Disciplina Capital Management
Tennessee
$6.82M -$3.39M -44,415 -33%
MA
282
Mutual Advisors
Nebraska
$6.81M +$4.18M +54,735 +151%
DJSG
283
D.J. St. Germain
Massachusetts
$6.72M
FW
284
Fidato Wealth
Ohio
$6.64M +$26.9K +352 +0.4%
HNB
285
Huntington National Bank
Ohio
$6.63M
CWM
286
Concentric Wealth Management
California
$6.61M -$910K -11,915 -12%
CCG
287
Chatham Capital Group
Georgia
$6.6M -$1.18M -15,487 -15%
SWM
288
Spire Wealth Management
Virginia
$6.53M -$2.3M -30,147 -26%
FNBT
289
FineMark National Bank & Trust
Florida
$6.52M -$6.5M -85,020 -49%
KJWM
290
Kiley Juergens Wealth Management
Washington
$6.51M -$602K -7,874 -8%
Natixis Advisors
291
Natixis Advisors
Massachusetts
$6.47M +$252K +3,299 +4%
OC
292
Oppenheimer & Co
New York
$6.43M -$4.98M -65,242 -43%
HHRDM
293
H&H Retirement Design & Management
Nevada
$6.41M -$426K -5,575 -6%
SA
294
SWM Advisors
Florida
$6.41M +$188K +2,462 +3%
PMA
295
Prudent Man Advisors
Illinois
$6.36M -$18.1K -237 -0.3%
BL
296
BFSG LLC
California
$6.34M +$2.48M +32,485 +62%
WA
297
Wealth Architects
California
$6.33M -$111K -1,455 -2%
FCA
298
FLC Capital Advisors
California
$6.27M +$6.17M +80,753 +2,692%
NCM
299
New Capital Management
Texas
$6.21M +$581K +7,598 +10%
SC
300
Scotia Capital
Ontario, Canada
$6.19M +$180K +2,355 +3%

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.