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 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
HDIM
451
Hanson & Doremus Investment Management
Vermont
$2.75M -$349K -4,568 -11%
AIS
452
American Investment Services
Massachusetts
$2.73M +$61.8K +809 +2%
ECA
453
Elevated Capital Advisors
Utah
$2.71M +$2.77M +36,230 New
TFM
454
TFC Financial Management
Massachusetts
$2.67M -$428K -5,605 -14%
FIB
455
First Interstate Bank
Montana
$2.66M +$349K +4,569 +15%
EPP
456
ETF Portfolio Partners
Kansas
$2.66M +$5.65K +74 +0.2%
FPCG
457
Forum Private Client Group
Indiana
$2.65M +$223K +2,914 +9%
Lazard Asset Management
458
Lazard Asset Management
New York
$2.62M
BBA
459
BLB&B Advisors
Pennsylvania
$2.62M +$460K +6,022 +21%
LAS
460
Lloyd Advisory Services
Georgia
$2.6M +$2.14K +28 +0.1%
QCG
461
Quadrant Capital Group
Ohio
$2.6M -$3.57M -46,758 -57%
CMBA
462
C.M. Bidwell & Associates
Hawaii
$2.59M +$359K +4,704 +16%
S
463
Surevest
California
$2.55M -$26.1K -342 -1%
SF
464
Synovus Financial
Georgia
$2.54M -$91.7K -1,200 -3%
SWA
465
Sax Wealth Advisors
New Jersey
$2.53M -$409K -5,351 -14%
PL
466
Plancorp LLC
Missouri
$2.53M -$129K -1,683 -5%
SCA
467
STALEY CAPITAL ADVISERS
Pennsylvania
$2.5M +$969K +12,688 +61%
FLI
468
Family Legacy Inc
South Carolina
$2.49M -$13.9K -182 -0.5%
TFS
469
TrustCore Financial Services
Tennessee
$2.48M +$25.1K +328 +1%
PCWA
470
Pacific Capital Wealth Advisors
California
$2.48M -$2.06K -27 -0.1%
WAS
471
Wealth Advisory Solutions
Indiana
$2.47M -$7.28M -95,265 -74%
BHWM
472
Beaird Harris Wealth Management
Texas
$2.46M -$776K -10,162 -24%
GRP
473
Global Retirement Partners
California
$2.43M +$100K +1,310 +4%
Fiera Capital (Canada)
474
Fiera Capital (Canada)
Quebec, Canada
$2.4M -$188K -2,460 -7%
VC
475
Veery Capital
Delaware
$2.39M -$3.97K -52 -0.2%

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.