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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 91 funds opening new positions, 415 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: 75.5%78.47% (+3%)

4% more capital invested

Capital invested by funds: $28.9B → $30.2B (+$1.29B)

7% less first-time investments, than exits

New positions opened: 91 | Existing positions closed: 98

2% less funds holding

Funds holding: 1,1571,131 (-26)

16% less repeat investments, than reductions

Existing positions increased: 415 | 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
-26
Holders Change %
-2.25%
% 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
91
Increased
415
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
WCM
776
Windsor Capital Management
Arizona
$496K -$318K -4,161 -39%
WFM
777
Wolff Financial Management
Michigan
$496K -$29.9K -391 -6%
MIC
778
Meridian Investment Counsel
California
$496K
AWA
779
Arete Wealth Advisors
Illinois
$495K +$506K +6,618 New
CWM
780
Connecticut Wealth Management
Connecticut
$493K -$19.5K -255 -4%
BBA
781
Braun-Bostich & Associates
Pennsylvania
$492K -$208K -2,722 -29%
RWA
782
RGT Wealth Advisors
Texas
$492K -$68.7K -899 -12%
CHA
783
Carmichael Hill & Associates
Maryland
$492K -$10.3K -135 -2%
OFS
784
OneAscent Financial Services
Alabama
$492K +$10.5K +137 +2%
RK
785
Rather & Kittrell
Tennessee
$491K
BSWA
786
Bromfield Sneider Wealth Advisors
Massachusetts
$490K +$14.9K +195 +3%
LAM
787
LifePro Asset Management
California
$485K +$495K +6,478 New
AP
788
Arlington Partners
Alabama
$483K
SMC
789
Smith, Moore & Co
Missouri
$481K -$75.6K -989 -13%
TSS
790
Two Sigma Securities
New York
$479K +$152K +1,990 +45%
CNB
791
Camden National Bank
Maine
$477K +$34.7K +454 +8%
MAM
792
Madison Asset Management
Wisconsin
$472K -$10.8K -142 -2%
GC
793
Gilbert & Cook
Iowa
$470K +$52.9K +692 +12%
TDWM
794
Topel & Distasi Wealth Management
California
$468K -$79.9K -1,046 -14%
BNP Paribas Financial Markets
795
BNP Paribas Financial Markets
France
$468K +$117K +1,527 +32%
DWM
796
Dakota Wealth Management
Florida
$464K -$140K -1,829 -23%
OWA
797
Opal Wealth Advisors
New York
$463K +$223K +2,925 +90%
WA
798
Waverly Advisors
Alabama
$462K
CIA
799
Cascade Investment Advisors
Oregon
$461K -$340K -4,450 -42%
TAM
800
Tocqueville Asset Management
New York
$459K -$13K -170 -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 4.5% from $28.9B a quarter earlier.

Sellers outnumbered buyers: 98 funds closed out of BSV and 91 opened new positions — a net loss of 7 holders — while 492 trimmed existing stakes and 415 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 1,157 in Q2 2022.
  • Funds reported $30.2B of Vanguard Short-Term Bond ETF stock for Q3 2022, up 4.5% quarter-over-quarter.
  • 91 funds opened new Vanguard Short-Term Bond ETF positions in Q3 2022 and 98 closed out, a net change of -7 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.