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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 90 funds opening new positions, 416 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: 75.51%78.47% (+3%)

4% more capital invested

Capital invested by funds: $28.9B → $30.2B (+$1.28B)

8% less first-time investments, than exits

New positions opened: 90 | Existing positions closed: 98

2% less funds holding

Funds holding: 1,1581,131 (-27)

15% less repeat investments, than reductions

Existing positions increased: 416 | 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
-27
Holders Change %
-2.33%
% 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
90
Increased
416
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
LFP
401
Leeward Financial Partners
Washington
$3.55M +$96.1K +1,258 +3%
AFP
402
Ausdal Financial Partners
Iowa
$3.54M +$26.8K +351 +0.7%
NWM
403
Northwest Wealth Management
Iowa
$3.48M -$11.7K -153 -0.3%
UB
404
UMB Bank
Missouri
$3.47M +$334K +4,370 +10%
RIM
405
Rockbridge Investment Management
New York
$3.46M +$165K +2,165 +5%
MPWT
406
MassMutual Private Wealth & Trust
Connecticut
$3.41M -$292K -3,827 -8%
CCA
407
Cadent Capital Advisors
Oklahoma
$3.41M +$160K +2,090 +5%
WTB
408
Washington Trust Bank
Washington
$3.4M +$976K +12,780 +39%
IWC
409
Integrated Wealth Concepts
Massachusetts
$3.39M -$4.04M -52,898 -54%
FAIM
410
Financial Advocates Investment Management
Washington
$3.39M -$2.1M -27,457 -38%
FCBT
411
First Citizens Bank & Trust
North Carolina
$3.38M +$2.62M +34,271 +313%
FA
412
Flagstar Advisors
New York
$3.36M -$98.9K -1,295 -3%
TT
413
TI-Trust
Illinois
$3.35M -$65.6K -859 -2%
SWP
414
Strategic Wealth Partners
Ohio
$3.31M -$1.5M -19,689 -31%
RFC
415
Regions Financial Corp
Alabama
$3.28M +$155K +2,026 +5%
EH
416
Equitable Holdings
New York
$3.27M -$1.24M -16,213 -27%
FPWM
417
FSB Premier Wealth Management
Iowa
$3.25M -$140K -1,836 -4%
CG
418
Colony Group
Massachusetts
$3.25M +$313K +4,102 +10%
ACA
419
Anchor Capital Advisors
Massachusetts
$3.23M -$429K -5,620 -12%
UWM
420
USAdvisors Wealth Management
Minnesota
$3.22M +$134K +1,748 +4%
PG
421
Proffitt & Goodson
Tennessee
$3.2M +$117K +1,530 +4%
SI
422
Stephens Inc
Arkansas
$3.19M +$44.2K +579 +1%
CAM
423
Columbia Asset Management
Michigan
$3.16M -$111K -1,450 -3%
PP
424
Prosperity Planning
Missouri
$3.13M +$901K +11,799 +39%
CA
425
Cetera Advisors
Colorado
$3.13M -$88.2K -1,154 -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 4.4% from $28.9B a quarter earlier.

Sellers outnumbered buyers: 98 funds closed out of BSV and 90 opened new positions — a net loss of 8 holders — while 492 trimmed existing stakes and 416 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 1,158 in Q2 2022.
  • Funds reported $30.2B of Vanguard Short-Term Bond ETF stock for Q3 2022, up 4.4% quarter-over-quarter.
  • 90 funds opened new Vanguard Short-Term Bond ETF positions in Q3 2022 and 98 closed out, a net change of -8 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.