We are live on ! Find out more
BSV icon

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
Renaissance Technologies
326
Renaissance Technologies
New York
$5.26M +$5.37M +70,300 New
KPWS
327
Kestra Private Wealth Services
Texas
$5.19M +$105K +1,377 +2%
PBO
328
Peoples Bank (Ohio)
Ohio
$5.18M +$662K +8,658 +14%
PFG
329
PAX Financial Group
Texas
$5.17M +$4.21M +55,094 +392%
CPWMP
330
Cardinal Point Wealth Management Partners
California
$5.17M -$319K -4,174 -6%
NG
331
Northstar Group
New York
$5.17M -$679K -8,892 -11%
SFP
332
Shepherd Financial Partners
Massachusetts
$5.01M -$96.9K -1,268 -2%
MWM
333
Meridian Wealth Management
Kentucky
$4.98M -$4.19M -54,799 -45%
MA
334
Modus Advisors
Minnesota
$4.88M -$18.1K -237 -0.4%
ASN
335
Advisory Services Network
Georgia
$4.86M -$724K -9,478 -13%
MW
336
MBL Wealth
North Carolina
$4.83M -$37.8K -495 -0.8%
PS
337
Portfolio Solutions
Michigan
$4.83M +$1.34M +17,529 +37%
RIA
338
Regal Investment Advisors
Michigan
$4.83M -$274K -3,591 -5%
CWM
339
Cornerstone Wealth Management
Missouri
$4.78M +$110K +1,440 +2%
BC
340
Burleson & Co
California
$4.78M +$8.79K +115 +0.2%
BOC
341
Bull Oak Capital
California
$4.77M -$3.93M -51,495 -45%
AWA
342
Archvest Wealth Advisors
California
$4.75M +$102K +1,333 +2%
IIC
343
Integrated Investment Consultants
Michigan
$4.74M +$118K +1,541 +2%
BTIM
344
BancFirst Trust & Investment Management
Oklahoma
$4.69M +$1.3M +17,015 +37%
AA
345
Alesco Advisors
New York
$4.68M +$1.37M +17,950 +40%
OAM
346
Oppenheimer Asset Management
New York
$4.66M +$275K +3,597 +6%
Cerity Partners
347
Cerity Partners
New York
$4.64M +$783K +10,251 +20%
CL
348
CPWM LLC
Washington
$4.58M +$2.58M +33,730 +122%
WT
349
Whittier Trust
California
$4.58M -$169K -2,207 -3%
BFEC
350
Benjamin F. Edwards & Company
Missouri
$4.56M +$465K +6,081 +11%

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.