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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
Wealthfront Advisers
551
Wealthfront Advisers
California
$1.59M +$993K +12,999 +156%
WHG
552
Westwood Holdings Group
Texas
$1.59M +$374K +4,890 +30%
EWM
553
Elmwood Wealth Management
California
$1.59M -$137K -1,799 -8%
SFG
554
SNS Financial Group
Minnesota
$1.58M +$389K +5,086 +32%
DIM
555
Delta Investment Management
California
$1.58M +$1.62M +21,179 New
WCM
556
Weik Capital Management
Pennsylvania
$1.58M -$69.6K -911 -4%
FPB
557
First PREMIER Bank
South Dakota
$1.57M +$4.28K +56 +0.3%
Northern Trust
558
Northern Trust
Illinois
$1.56M +$21.8M +285,736 +16%
OWA
559
Outlook Wealth Advisors
Texas
$1.55M -$65.5K -857 -4%
SEP
560
Southland Equity Partners
Missouri
$1.52M -$10.8K -141 -0.7%
CA
561
Calton & Associates
Florida
$1.52M -$66.5K -871 -4%
EWM
562
Empirical Wealth Management
Washington
$1.52M -$335K -4,390 -18%
SWM
563
SeaCrest Wealth Management
New York
$1.51M -$123K -1,608 -7%
HR
564
Hardy Reed
Mississippi
$1.49M -$80.8K -1,058 -5%
ALWM
565
Andrews Lucia Wealth Management
California
$1.48M -$272K -3,564 -15%
SCA
566
Snowden Capital Advisors
New York
$1.48M +$75.9K +994 +5%
BIG
567
Boothe Investment Group
Delaware
$1.48M -$101K -1,320 -6%
AAS
568
Annex Advisory Services
Wisconsin
$1.47M -$418K -5,475 -22%
IGWM
569
ICA Group Wealth Management
Colorado
$1.45M +$42.4K +555 +3%
RB
570
Richmond Brothers
Michigan
$1.44M +$1.47M +19,229 New
W
571
Wealthquest
Ohio
$1.44M -$3.78M -49,501 -72%
CIBC World Market
572
CIBC World Market
Ontario, Canada
$1.44M +$463K +6,058 +46%
WTA
573
Washington Trust Advisors
Massachusetts
$1.43M -$151K -1,979 -9%
PFS
574
Prospera Financial Services
Texas
$1.43M +$186K +2,430 +15%
AFS
575
Annapolis Financial Services
Maryland
$1.43M +$115K +1,499 +9%

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.