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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
EIP
801
Easterly Investment Partners
Massachusetts
$455K +$535 +7 +0.1%
IWM
802
IHT Wealth Management
Illinois
$453K -$3.44K -45 -0.7%
BLC
803
Brown, Lisle/Cummings
Rhode Island
$452K
B
804
Bridgeworth
Alabama
$452K +$48.2K +631 +12%
CSIC
805
Clifford Swan Investment Counsel
California
$451K
WWA
806
WCG Wealth Advisors
Nevada
$451K +$447K +5,856 New
NCM
807
NCM Capital Management
New Jersey
$449K -$7.64K -100 -2%
AT
808
American Trust
Kentucky
$448K -$27.8K -364 -6%
HI
809
Harbour Investments
Wisconsin
$444K
VW
810
Vance Wealth
California
$444K
WIP
811
WealthCare Investment Partners
Rhode Island
$441K +$37.4K +490 +9%
DFC
812
DB Fitzpatrick & Co
Idaho
$439K +$21.2K +278 +5%
CAWM
813
Capital Advisors Wealth Management
Washington
$437K -$145K -1,898 -25%
SCA
814
Scott Capital Advisors
Oregon
$434K +$19.6K +257 +5%
SCM
815
SOL Capital Management
Maryland
$429K +$438K +5,735 New
Fidelity Investments
816
Fidelity Investments
Massachusetts
$427K +$379K +4,957 +664%
BEAM
817
Baker Ellis Asset Management
Washington
$426K -$153K -2,000 -26%
JTWM
818
Jackson Thornton Wealth Management
Alabama
$426K +$101K +1,320 +30%
FNWM
819
Financial Network Wealth Management
Utah
$422K +$431K +5,643 New
RGF
820
Retirement Guys Formula
Ohio
$419K -$36.2K -474 -8%
CSIA
821
Charles Schwab Investment Advisory
California
$418K +$140K +1,826 +48%
PHAM
822
Palisades Hudson Asset Management
Florida
$417K +$1.15K +15 +0.3%
IP
823
Ignite Planners
California
$417K +$1.53K +20 +0.4%
AP
824
Adero Partners
California
$409K -$43.8K -573 -9%
WHCI
825
W.H. Cornerstone Investments
Massachusetts
$407K +$417K +5,462 New

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.