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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
IF
426
Insight Folios
North Carolina
$3.13M -$21.7K -284 -0.7%
PFBT
427
Parkside Financial Bank & Trust
Missouri
$3.09M +$649K +8,488 +26%
IA
428
IFG Advisors
Missouri
$3.08M +$260K +3,404 +9%
VFM
429
Valley Financial Management
New York
$3.07M +$3.14M +41,076 New
KWM
430
Kingsview Wealth Management
Oregon
$3.07M -$775K -10,138 -20%
TWC
431
TD Waterhouse Canada
Ontario, Canada
$3.04M -$3.43M -44,879 -53%
AIM
432
Arcadia Investment Management
Michigan
$3.03M -$1.54M -20,106 -33%
LSAG
433
Lake Street Advisors Group
New Hampshire
$3.01M -$437K -5,723 -12%
AWA
434
Aquire Wealth Advisors
Utah
$3.01M +$14.3K +187 +0.5%
SWP
435
Summit Wealth Partners
Florida
$3M +$143K +1,873 +5%
BCA
436
Bay Colony Advisors
Massachusetts
$2.93M +$472K +6,178 +19%
BF
437
BOK Financial
Oklahoma
$2.9M -$306 -4 -0%
BIP
438
Blueprint Investment Partners
North Carolina
$2.87M -$55.5K -727 -2%
Koshinski Asset Management
439
Koshinski Asset Management
Illinois
$2.86M -$56.4K -738 -2%
SFS
440
Sowell Financial Services
Arkansas
$2.84M +$2.9M +37,903 New
WEG
441
World Equity Group
Illinois
$2.82M -$38.4K -502 -1%
SWA
442
Stratos Wealth Advisors
Ohio
$2.81M -$777K -10,169 -21%
BST
443
Bath Savings Trust
Maine
$2.81M -$206K -2,690 -7%
SIC
444
Schwartz Investment Counsel
Michigan
$2.8M
WS
445
Wedbush Securities
California
$2.78M +$17.6K +231 +0.6%
MIAN
446
Mariner Independent Advisor Network
Kansas
$2.78M -$492K -6,436 -15%
TB
447
Treynor Bancshares
Iowa
$2.77M +$115K +1,500 +4%
MHR
448
Matthew Hamilton Rosenberg
$2.77M -$510K -6,669 -15%
ACM
449
AUA Capital Management
Pennsylvania
$2.76M -$246K -3,223 -8%
WWM
450
Western Wealth Management
Colorado
$2.76M -$332K -4,340 -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.