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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
WSTAM
851
Wilbanks Smith & Thomas Asset Management
Virginia
$360K -$465K -6,080 -56%
AAM
852
Aureus Asset Management
Massachusetts
$358K +$366K +4,785 New
PIM
853
Penobscot Investment Management
Massachusetts
$357K -$279K -3,650 -43%
CRI
854
Colonial River Investments
Virginia
$356K +$840 +11 +0.2%
WIM
855
Warwick Investment Management
Texas
$356K +$38.7K +507 +12%
FBB
856
Fulton Breakefield Broenniman
Maryland
$355K -$1.89M -24,786 -84%
VCA
857
Verdence Capital Advisors
Maryland
$354K +$2.22K +29 +0.6%
KAM
858
KEB Asset Management
Illinois
$353K
RCM
859
Raleigh Capital Management
North Carolina
$352K -$14.4K -188 -4%
BFA
860
Beaumont Financial Advisors
Massachusetts
$352K -$4.97K -65 -1%
NSIM
861
North Star Investment Management
Illinois
$350K -$51.2K -670 -13%
SFM
862
Signet Financial Management
New Jersey
$349K +$20.4K +267 +6%
SIC
863
Samalin Investment Counsel
New York
$348K -$8.86K -116 -2%
BWA
864
Bordeaux Wealth Advisors
California
$347K +$5.12K +67 +1%
BCP
865
Blue Chip Partners
Michigan
$344K +$1.07K +14 +0.3%
DMIC
866
Dixon Mitchell Investment Counsel
British Columbia, Canada
$342K
PTC
867
Private Trust Company
Ohio
$341K
WW
868
Waterfront Wealth
Kansas
$341K +$32.8K +429 +10%
SAS
869
Sanford Advisory Services
Michigan
$339K +$346K +4,531 New
CAM
870
Cozad Asset Management
Illinois
$338K -$147K -1,925 -30%
OMC
871
Overbrook Management Corp
New York
$336K
OWP
872
Obermeyer Wealth Partners
Colorado
$336K +$48.4K +634 +16%
ACM
873
Alpha Capital Management
Texas
$335K +$1.91K +25 +0.6%
BFIM
874
Beese Fulmer Investment Management
Ohio
$334K
WFA
875
Wellspring Financial Advisors
Ohio
$333K -$311K -4,066 -48%

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.