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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
WWP
726
Waypoint Wealth Partners
California
$641K -$1.55M -20,275 -70%
VWA
727
VERITY Wealth Advisors
United States
$639K
JHCP
728
Jackson Hole Capital Partners
Oklahoma
$633K +$647K +8,465 New
WAP
729
Wealthcare Advisory Partners
Pennsylvania
$626K +$187K +2,448 +41%
MFT
730
Moisand Fitzgerald Tamayo
Florida
$624K -$125K -1,640 -16%
PW
731
Peninsula Wealth
California
$624K +$200K +2,615 +46%
AAM
732
Autus Asset Management
Arizona
$615K
DCM
733
DGS Capital Management
New Jersey
$607K -$3.74K -49 -0.6%
VCM
734
Verde Capital Management
Michigan
$603K -$807K -10,563 -57%
IA
735
Insight Advisors
Pennsylvania
$597K +$76 +1 +0%
HAS
736
HBW Advisory Services
California
$593K +$33.5K +438 +6%
Luther King Capital Management (LKCM)
737
Luther King Capital Management (LKCM)
Texas
$590K
MRWM
738
ML&R Wealth Management
Texas
$589K +$601K +7,867 New
MFA
739
Mayflower Financial Advisors
Massachusetts
$587K -$108K -1,417 -15%
LJHT
740
Laurie J. Hall Trustee
$584K
RPGK
741
Retirement Planning Group (Kansas)
Kansas
$576K -$175K -2,284 -23%
SFG
742
Sage Financial Group
Pennsylvania
$569K -$483K -6,322 -45%
DSC
743
Duncker Streett & Co
Missouri
$569K
LMKC
744
L.M. Kohn & Company
Ohio
$566K +$64.2K +840 +13%
CPA
745
Cardiff Park Advisors
California
$563K +$15.7K +206 +3%
MAS
746
Madden Advisory Services
Florida
$562K -$35.8K -468 -6%
SAM
747
S.A. Mason
Michigan
$562K -$8.4K -110 -1%
SW
748
StrongBox Wealth
Missouri
$559K -$574K -7,512 -50%
CIBC Private Wealth Group
749
CIBC Private Wealth Group
Georgia
$557K
NW
750
NewEdge Wealth
Pennsylvania
$557K +$268K +3,503 +89%

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.