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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
PCM
651
Presidio Capital Management
California
$907K +$18.9K +248 +2%
AIM
652
AMI Investment Management
Indiana
$904K -$514K -6,721 -36%
TC
653
TAGStone Capital
North Carolina
$902K +$353K +4,614 +62%
TA
654
TruWealth Advisors
Louisiana
$894K -$287K -3,761 -24%
AWM
655
Apollon Wealth Management
South Carolina
$888K +$466K +6,104 +106%
TCBWMS
656
Texas Capital Bank Wealth Management Services
Texas
$885K
RI
657
Ridgewood Investments
New Jersey
$880K -$60.1K -786 -6%
TFA
658
Triad Financial Advisors
North Carolina
$879K +$898K +11,747 New
SFA
659
Sequoia Financial Advisors
Ohio
$871K -$635K -8,314 -42%
BC
660
Barrett & Company
Rhode Island
$867K +$880K +11,520 New
AssetMark Inc
661
AssetMark Inc
California
$860K -$3.36K -44 -0.4%
BAM
662
Baldrige Asset Management
Pennsylvania
$859K -$235K -3,082 -21%
KWA
663
KCS Wealth Advisory
California
$853K +$36.4K +476 +4%
HWA
664
HCR Wealth Advisors
California
$848K
CP
665
Cumberland Partners
Ontario, Canada
$846K +$26.7K +350 +3%
EWA
666
Exencial Wealth Advisors
Oklahoma
$843K +$3.44K +45 +0.4%
TA
667
TrueWealth Advisors
Alabama
$835K -$31.5K -412 -4%
UBV
668
United Bank (Virginia)
Virginia
$826K -$2.98K -39 -0.4%
DFA
669
Delta Financial Advisors
Louisiana
$817K -$30K -393 -3%
KFGK
670
Keystone Financial Group (Kentucky)
Kentucky
$812K +$10.9K +143 +1%
MAM
671
McCarthy Asset Management
California
$810K +$10.9K +143 +1%
ACI
672
Alpha Cubed Investments
California
$808K -$293K -3,832 -26%
CAN
673
Claraphi Advisory Network
United States
$805K +$822K +10,763 New
LFG
674
Lockerman Financial Group
California
$805K +$823K +10,768 New
SHFA
675
SC&H Financial Advisors
Maryland
$803K +$256K +3,351 +45%

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.