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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
AIM
376
Allen Investment Management
New York
$4M -$2.65M -34,658 -39%
ANTB
377
AMG National Trust Bank
Colorado
$3.99M +$1.66M +21,779 +69%
LHEI
378
Leo H. Evart Inc
California
$3.99M -$6.97M -91,235 -63%
SJIA
379
St. James Investment Advisors
New York
$3.98M +$556K +7,278 +16%
GAM
380
Gotham Asset Management
New York
$3.98M +$4.07M +53,227 New
HTC
381
Haverford Trust Company
Pennsylvania
$3.98M -$36.1K -473 -0.9%
BEI
382
Benjamin Edwards Inc
Missouri
$3.96M +$3.21M +42,031 +385%
AACR
383
ACR Alpine Capital Research
Missouri
$3.95M +$305K +3,987 +8%
ATPW
384
Ashton Thomas Private Wealth
Arizona
$3.88M -$16.4K -215 -0.4%
BIA
385
BHK Investment Advisors
Alabama
$3.86M -$476K -6,233 -11%
CSPIA
386
Cary Street Partners Investment Advisory
Virginia
$3.85M -$483K -6,323 -11%
1WA
387
180 Wealth Advisors
Washington
$3.84M -$148K -1,943 -4%
AWA
388
Alta Wealth Advisors
Massachusetts
$3.84M
HPC
389
HM Payson & Co
Maine
$3.83M +$355K +4,650 +10%
Deutsche Bank
390
Deutsche Bank
Germany
$3.81M -$365K -4,773 -9%
GM
391
GeoWealth Management
Illinois
$3.81M +$29K +380 +0.8%
PG
392
Prostatis Group
Maryland
$3.72M -$141K -1,839 -4%
MCC
393
Money Concepts Capital
Florida
$3.68M +$3.48M +45,526 +1,245%
FI
394
FIDELIS iM
Oregon
$3.66M -$169K -2,211 -4%
SWRP
395
Summit Wealth & Retirement Planning
California
$3.65M +$3.14M +41,122 +539%
AOWM
396
Alpha Omega Wealth Management
Virginia
$3.62M -$118K -1,547 -3%
CCM
397
Colorado Capital Management
Colorado
$3.62M -$116K -1,515 -3%
SIM
398
Sadoff Investment Management
Wisconsin
$3.62M -$26.7K -350 -0.7%
EVM
399
Eaton Vance Management
Massachusetts
$3.59M -$355K -4,640 -9%
CCB
400
Country Club Bank
Missouri
$3.57M +$1.58M +20,671 +77%

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.