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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
AIM
576
Alhambra Investment Management
Florida
$1.42M +$76 +1 +0%
SWP
577
Stratos Wealth Partners
Ohio
$1.38M +$293K +3,836 +26%
IFAM
578
Institutional & Family Asset Management
Colorado
$1.38M -$134K -1,748 -9%
MAM
579
McLean Asset Management
Virginia
$1.37M -$44.5K -583 -3%
Bessemer Group
580
Bessemer Group
New Jersey
$1.37M -$160K -2,097 -10%
IWA
581
Inspirion Wealth Advisors
Illinois
$1.36M -$224K -2,931 -14%
CAMG
582
CWA Asset Management Group
Florida
$1.36M -$37.9K -496 -3%
WPW
583
Waldron Private Wealth
Pennsylvania
$1.35M -$547K -7,165 -28%
FA
584
FDx Advisors
Illinois
$1.35M -$176K -2,304 -11%
AWA
585
Aletheian Wealth Advisors
Washington
$1.35M +$40.6K +531 +3%
3LCM
586
3D/L Capital Management
Connecticut
$1.34M -$9.02K -118 -0.7%
GIA
587
Gladstone Institutional Advisory
Florida
$1.33M -$490K -6,410 -26%
GJIC
588
Gamble Jones Investment Counsel
California
$1.32M -$13.4K -175 -1%
CWA
589
Canvas Wealth Advisors
Kansas
$1.3M +$1.33M +17,450 New
HFS
590
Howard Financial Services
Texas
$1.29M +$1.32M +17,299 New
EK
591
Evensky & Katz
Florida
$1.29M -$14.4K -188 -1%
TPW
592
Transatlantique Private Wealth
New York
$1.28M +$1.31M +17,113 New
MWM
593
Maripau Wealth Management
Indiana
$1.28M +$186K +2,438 +17%
CWG
594
Cornerstone Wealth Group
North Carolina
$1.24M -$14.1K -184 -1%
CPA
595
Capital Performance Advisors
California
$1.24M +$64K +837 +5%
EWA
596
EP Wealth Advisors
California
$1.23M +$214K +2,803 +21%
AIFAIM
597
American Institute for Advanced Investment Management
Arizona
$1.22M
SIM
598
Stratos Investment Management
Ohio
$1.22M +$182K +2,385 +17%
HPM
599
Hudson Portfolio Management
New York
$1.2M -$102K -1,330 -8%
BS
600
Boenning & Scattergood
Pennsylvania
$1.19M -$413K -5,403 -25%

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.