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
MCM
476
Mengis Capital Management
Oregon
$2.34M +$414K +5,415 +21%
AL
477
Aspiriant LLC
California
$2.31M -$345K -4,510 -13%
PMG
478
ProVise Management Group
Florida
$2.29M -$20.2K -265 -0.9%
MPCL
479
My Personal CFO LLC
Washington
$2.29M +$1.45M +19,011 New
GFPC
480
Global Financial Private Client
Florida
$2.28M -$457K -5,982 -16%
WDG
481
Wealth Dimensions Group
Ohio
$2.26M -$287K -3,755 -11%
LWM
482
Laidlaw Wealth Management
New York
$2.26M -$326K -4,271 -12%
SB
483
Simmons Bank
Arkansas
$2.25M -$171K -2,243 -7%
Mirae Asset Global Investments
484
Mirae Asset Global Investments
South Korea
$2.25M
AA
485
Axiom Advisory
California
$2.24M +$1.08M +14,152 +90%
SSW
486
Stone Summit Wealth
Florida
$2.24M -$188K -2,466 -8%
FA
487
FC Advisory
Pennsylvania
$2.23M +$448K +5,865 +24%
FWP
488
FAS Wealth Partners
Kansas
$2.22M -$335K -4,379 -13%
JE
489
JMAC Enterprises
Pennsylvania
$2.22M -$16.1K -211 -0.7%
SFS
490
Security Financial Services
Indiana
$2.21M -$203K -2,659 -8%
WCM
491
Washington Capital Management
Washington
$2.21M +$382K +5,000 +20%
PWM
492
Provident Wealth Management
Tennessee
$2.2M -$105K -1,373 -4%
HP
493
HT Partners
Connecticut
$2.18M -$44.8K -587 -2%
CC
494
Callan Capital
California
$2.15M +$2.14K +28 +0.1%
NL
495
Navalign LLC
California
$2.15M -$183K -2,401 -8%
EAM
496
Evanson Asset Management
California
$2.15M -$179K -2,347 -8%
MECA
497
Miller Equity Capital Advisors
Texas
$2.14M -$1.21M -15,900 -36%
V
498
Veritable
Delaware
$2.14M +$57.5K +753 +3%
AF
499
Apexium Financial
Texas
$2.11M +$1.79M +23,479 +501%
LWM
500
Lionsbridge Wealth Management
Florida
$2.1M -$1.83K -24 -0.1%

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.