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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
BFM
626
Boston Financial Management
Massachusetts
$1.04M -$3.73M -48,884 -78%
FIA
627
Foundations Investment Advisors
Arizona
$1.04M -$6.44M -84,328 -86%
CIM
628
Corda Investment Management
Texas
$1.04M -$24.8K -325 -2%
RWP
629
RWA Wealth Partners
Massachusetts
$1.03M +$458 +6 +0%
KeyBank National Association
630
KeyBank National Association
Ohio
$1.02M -$85.3K -1,117 -8%
SIA
631
Soltis Investment Advisors
Utah
$1.02M +$15.4K +202 +2%
LIA
632
LBMC Investment Advisors
Tennessee
$1.01M -$40.2K -526 -4%
PCM
633
Pointe Capital Management
Michigan
$1.01M
HCP
634
Holt Capital Partners
Texas
$1.01M +$191K +2,500 +23%
AIM
635
AHL Investment Management
Florida
$998K +$206K +2,700 +25%
IC
636
IEQ Capital
California
$994K -$178K -2,334 -15%
PWG
637
Private Wealth Group
Florida
$994K
FF
638
FourThought Financial
Florida
$975K
CFAM
639
Center For Asset Management
Florida
$970K -$374K -4,891 -27%
HAFS
640
Hapanowicz & Associates Financial Services
Pennsylvania
$962K -$1M -13,140 -51%
MA
641
Mangham Associates
Virginia
$959K +$105K +1,368 +12%
DP
642
Denver PWM
Colorado
$955K -$8.18K -107 -0.8%
JIC
643
Joel Isaacson & Co
New York
$948K -$22.4K -293 -2%
DTC
644
Davidson Trust Company
Washington
$943K +$94.9K +1,242 +11%
SA
645
SRH Advisors
Kansas
$941K -$91.7K -1,200 -9%
BFA
646
Beacon Financial Advisory
Ohio
$941K -$71.9K -941 -7%
IFO
647
Independent Family Office
New York
$922K
BWM
648
Birchcreek Wealth Management
Ohio
$912K -$90.9K -1,190 -9%
CHJWM
649
Carlton Hofferkamp & Jenks Wealth Management
Texas
$908K -$93.2K -1,220 -9%
BAM
650
Belpointe Asset Management
Nevada
$907K -$2.45M -32,093 -73%

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.