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Vanguard Short-Term Bond ETF

1,130 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, 415 increasing their positions, 492 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more funds holding in top 10

Funds holding in top 10: 169181 (+12)

2.95% more ownership

Funds ownership: 75.5%78.45% (+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: 1,1571,130 (-27)

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
1,130
Holders Change
-27
Holders Change %
-2.33%
% of All Funds
19.47%
Holding in Top 10
181
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+7.1%
% of All Funds
3.12%
New
90
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
TI
26
Truepoint Inc
Ohio
$151M -$917K -11,999 -0.6%
AWS
27
Atria Wealth Solutions
New York
$151M +$10.2M +133,975 +7%
MIS
28
Morningstar Investment Services
Illinois
$149M -$9.82M -128,540 -6%
Jane Street
29
Jane Street
New York
$143M +$130M +1,704,172 +830%
AI
30
Atria Investments
North Carolina
$140M +$9.27M +121,331 +7%
Victory Capital Management
31
Victory Capital Management
Texas
$131M +$11.4M +149,728 +9%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$127M -$7.09M -92,838 -5%
DADC
33
D.A. Davidson & Co
Montana
$126M +$1.09M +14,255 +0.9%
RJA
34
Raymond James & Associates
Florida
$120M -$15.4M -201,668 -11%
MFG
35
Merit Financial Group
Georgia
$115M +$1.24M +16,257 +1%
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$112M +$5.54M +72,454 +5%
RJFSA
37
Raymond James Financial Services Advisors
Florida
$108M +$8.06M +105,525 +8%
DY
38
Dowling & Yahnke
California
$108M +$24.2M +317,330 +28%
Jones Financial Companies
39
Jones Financial Companies
Missouri
$106M +$260K +3,406 +0.2%
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$101M +$5.14M +67,229 +5%
BSW
41
Buckingham Strategic Wealth
Missouri
$96.9M +$7.18M +93,933 +8%
DC
42
Davenport & Co
Virginia
$95.8M +$2.03M +26,556 +2%
ST
43
Smithfield Trust
Pennsylvania
$95.1M -$60.1M -786,610 -38%
Stifel Financial
44
Stifel Financial
Missouri
$94.5M -$13.2M -173,232 -12%
APP
45
Avantax Planning Partners
Iowa
$86.2M -$6.45M -84,371 -7%
MML Investors Services
46
MML Investors Services
Massachusetts
$71.3M -$187K -2,453 -0.3%
RWM
47
Ritholtz Wealth Management
New York
$71.2M -$4.08M -53,446 -5%
EC
48
Estate Counselors
Wisconsin
$70.6M +$45.8M +599,530 +90%
EA
49
Efficient Advisors
Ohio
$67.2M +$345K +4,521 +0.5%
WCWM
50
Willow Creek Wealth Management
California
$66.8M -$6.09M -79,734 -8%

BSV Hedge Fund Activity: Q3 2022 in Review

1,130 of the 5,805 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 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.

  • 1,130 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 4.4% 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.