Vanguard Short-Term Bond ETF
1,140 hedge funds and large institutions have $30.4B invested in Vanguard Short-Term Bond ETF in 2023 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 421 increasing their positions, 489 reducing their positions, and 78 closing their positions.
231% more call options, than puts
Call options by funds: $725K | Put options by funds: $219K
19% more first-time investments, than exits
New positions opened: 93 | Existing positions closed: 78
0.69% more ownership
Funds ownership: 81.55% → 82.23% (+0.69%)
0% more funds holding
Funds holding: 1,135 → 1,140 (+5)
1% less capital invested
Capital invested by funds: $30.6B → $30.4B (-$231M)
14% less funds holding in top 10
Funds holding in top 10: 153 → 132 (-21)
14% less repeat investments, than reductions
Existing positions increased: 421 | Existing positions reduced: 489
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AF
Allworth Financial
Folsom,
California
|
+$371M |
| 2 |
Mercer Global Advisors
Denver,
Colorado
|
+$246M |
| 3 |
JP Morgan Chase
New York
|
+$216M |
| 4 |
Northern Trust
Chicago,
Illinois
|
+$163M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$134M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$510M |
| 2 |
BCMIO
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
-$262M |
| 3 |
SWG
Summit Wealth Group
White River Junction,
Vermont
|
-$126M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$118M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$77.7M |
BSV Hedge Fund Activity: Q2 2023 in Review
1,140 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Bond ETF (BSV) for Q2 2023, worth a combined $30.4B — down 0.76% from $30.6B a quarter earlier.
Buyers outnumbered sellers: 93 funds opened new BSV positions and 78 closed out — a net gain of 15 holders — while 421 added to existing stakes and 489 trimmed.
The largest buyer was Allworth Financial, adding an estimated $371M. The largest seller was Morgan Stanley, cutting an estimated $510M.
- 1,140 institutional investors held Vanguard Short-Term Bond ETF (BSV) as of Q2 2023, up from 1,135 in Q1 2023.
- Funds reported $30.4B of Vanguard Short-Term Bond ETF stock for Q2 2023, down 0.76% quarter-over-quarter.
- 93 funds opened new Vanguard Short-Term Bond ETF positions in Q2 2023 and 78 closed out, a net change of +15 holders.
- The largest Vanguard Short-Term Bond ETF buyer in Q2 2023 was Allworth Financial, an estimated $371M added.
- The largest Vanguard Short-Term Bond ETF seller in Q2 2023 was Morgan Stanley, an estimated $510M sold.
Based on aggregated 13F filings for Q2 2023.