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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
ME
751
McIlrath & Eck
Washington
$541K +$395K +5,170 +251%
AMM
752
American Money Management
California
$536K +$32.5K +425 +6%
JCM
753
Jacobi Capital Management
Pennsylvania
$535K +$13.3K +174 +2%
FDCDDQ
754
Federation des caisses Desjardins du Quebec
Quebec, Canada
$533K -$12.5K -163 -2%
PSF
755
Pacific Sun Financial
California
$533K -$19.1K -250 -3%
AF
756
Advisornet Financial
Minnesota
$533K +$101K +1,328 +23%
TWA
757
TCI Wealth Advisors
Arizona
$532K -$8.38M -109,730 -94%
JWA
758
JFS Wealth Advisors
Pennsylvania
$527K -$1.22K -16 -0.2%
RPA
759
Rock Point Advisors
Vermont
$524K +$42K +550 +9%
ACM
760
Absolute Capital Management
Pennsylvania
$524K +$534K +6,994 New
TI
761
tru Independence
Oregon
$523K -$6.42K -84 -1%
BAMG
762
Brand Asset Management Group
Missouri
$514K -$83.6K -1,094 -14%
LA
763
Latitude Advisors
Florida
$514K -$47.1K -617 -8%
CB
764
Community Bank
New York
$514K -$39.9K -522 -7%
RCM
765
Radnor Capital Management
Pennsylvania
$514K
HIC
766
Hartline Investment Corp
Illinois
$514K +$525K +6,872 New
IPW
767
Intergy Private Wealth
Colorado
$513K +$124K +1,628 +31%
BJL
768
Brighton Jones LLC
Washington
$512K -$305K -3,991 -37%
ACM
769
Alamar Capital Management
California
$512K -$3.82K -50 -0.7%
TAM
770
Todd Asset Management
Kentucky
$510K -$13K -170 -2%
CCT
771
Capital City Trust
Florida
$509K -$354K -4,638 -41%
EWA
772
Evolution Wealth Advisors
Florida
$509K -$21.8K -285 -4%
LWM
773
Liberty Wealth Management
California
$507K +$80.4K +1,052 +18%
NFP
774
Narus Financial Partners
Utah
$506K +$517K +6,766 New
IP
775
Intellectus Partners
California
$497K -$16K -210 -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.