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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
CAL
676
Capital Advisors Ltd
Ohio
$802K +$432K +5,650 +112%
AP
677
Americana Partners
Texas
$800K +$3.9K +51 +0.5%
BCM
678
BTR Capital Management
California
$797K
ES
679
Eagle Strategies
New York
$795K +$15.3K +200 +2%
ATC
680
Argent Trust Co
Tennessee
$793K -$38.2K -500 -5%
RA
681
RFG Advisory
Alabama
$789K +$385K +5,033 +90%
FAM
682
Frontier Asset Management
Wyoming
$784K -$80.1K -1,049 -9%
NRI
683
NFP Retirement Inc
California
$777K +$39.2K +513 +5%
LIG
684
Lokken Investment Group
Delaware
$776K -$15.7K -206 -2%
ACP
685
Ashfield Capital Partners
California
$776K +$22.9K +300 +3%
BIAS
686
Beacon Investment Advisory Services
New Jersey
$768K -$6.8K -89 -0.9%
TA
687
Trellis Advisors
Washington
$760K +$79K +1,034 +11%
BWA
688
Burt Wealth Advisors
Maryland
$755K +$771K +10,095 New
NCM
689
Neumann Capital Management
California
$754K +$770K +10,079 New
AMG
690
Asset Management Group
Connecticut
$749K +$2.22K +29 +0.3%
BWA
691
Blodgett Wealth Advisors
California
$748K
PFO
692
Pathstone Family Office
New Jersey
$746K +$381K +4,986 +100%
WIA
693
World Investment Advisors
California
$745K +$29.6K +387 +4%
EPA
694
Element Pointe Advisors
Florida
$744K -$932K -12,198 -55%
RWP
695
Ridgecrest Wealth Partners
California
$740K -$535K -7,000 -41%
FNBOO
696
First National Bank of Omaha
Nebraska
$740K +$25.1K +328 +3%
AR
697
Apeiron RIA
Texas
$737K -$79.3K -1,038 -10%
LIM
698
Loudon Investment Management
New Hampshire
$733K -$175K -2,289 -19%
FLPIM
699
F.L. Putnam Investment Management
Massachusetts
$732K -$821K -10,743 -52%
RIA
700
Realta Investment Advisors
Delaware
$732K +$2.52K +33 +0.3%

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.