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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
FG
701
Foster Group
Iowa
$724K -$3.21M -42,042 -81%
MWM
702
Merriman Wealth Management
Washington
$722K -$36.7K -480 -5%
CC
703
Claybrook Capital
Massachusetts
$718K
AIM
704
Anchor Investment Management
South Carolina
$715K -$22.8K -299 -3%
HCM
705
Howland Capital Management
Massachusetts
$715K -$215K -2,810 -23%
SC
706
Schiavi & Co
Delaware
$714K +$729K +9,544 New
FA
707
Fiducient Advisors
Illinois
$713K -$529K -6,920 -42%
ZF
708
Zhang Financial
Michigan
$707K -$160K -2,089 -18%
MA
709
MBA Advisors
Pennsylvania
$706K -$98K -1,283 -12%
SBH
710
Segall Bryant & Hamill
Illinois
$699K -$382K -5,000 -35%
AIC
711
Archer Investment Corporation
Indiana
$695K
CT
712
Colonial Trust
South Carolina
$692K +$707K +9,249 New
EW
713
Evoke Wealth
California
$691K
ADBIC
714
A.D. Beadell Investment Counsel
Wisconsin
$686K -$138K -1,800 -16%
BFG
715
Berger Financial Group
Minnesota
$682K -$274K -3,589 -28%
LWCFA
716
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$678K
Franklin Resources
717
Franklin Resources
California
$676K -$313K -4,095 -31%
EFS
718
Essex Financial Services
Connecticut
$674K -$7.26K -95 -1%
Bank Julius Baer & Co
719
Bank Julius Baer & Co
Switzerland
$663K -$10.8K -142 -2%
ACP
720
Aveo Capital Partners
Colorado
$661K -$39.7K -519 -6%
EWM
721
EPG Wealth Management
Georgia
$656K +$76 +1 +0%
WIC
722
Woodmont Investment Counsel
Tennessee
$648K -$99.3K -1,300 -13%
PPP
723
Private Portfolio Partners
New Jersey
$645K +$117K +1,526 +22%
Brown Advisory
724
Brown Advisory
Maryland
$644K +$165K +2,160 +34%
SFS
725
Summit Financial Strategies
Ohio
$643K +$68.4K +895 +12%

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.