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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
ETIA
876
Epic Trust Investment Advisors
Washington
$332K -$36.6K -479 -10%
PCFFS
877
Pacific Center for Financial Services
California
$332K -$7.03K -92 -2%
SPA
878
Shore Point Advisors
New Jersey
$329K +$32.3K +423 +11%
CA
879
Cumberland Advisors
Florida
$328K +$76.4K +1,000 +29%
FLA
880
Financial Life Advisors
Texas
$326K
PFG
881
Pacific Financial Group
Washington
$323K -$122K -1,594 -27%
EFG
882
Everhart Financial Group
Ohio
$323K +$329K +4,309 New
NWMG
883
National Wealth Management Group
Ohio
$323K +$60K +785 +22%
BBW
884
Blue Barn Wealth
Utah
$320K -$77.3K -1,012 -19%
HIP
885
HUB Investment Partners
Texas
$320K -$75.5K -988 -19%
TWP
886
Tempus Wealth Planning
California
$320K +$327K +4,282 New
RPWA
887
Regent Peak Wealth Advisors
Georgia
$316K +$76.3K +998 +31%
SIC
888
SJS Investment Consulting
Ohio
$316K +$323K +4,225 New
VNIM
889
Vaughan Nelson Investment Management
Texas
$315K +$26.7K +350 +9%
MCM
890
Mill Capital Management
North Carolina
$314K +$321K +4,200 New
CIA
891
Choate Investment Advisors
Massachusetts
$312K -$98.3K -1,287 -24%
WCFA
892
Walkner Condon Financial Advisors
Wisconsin
$312K -$28.4K -372 -8%
GIM
893
Goelzer Investment Management
Indiana
$311K
UL
894
Unionview LLC
Washington
$311K
Financial Engines Advisors
895
Financial Engines Advisors
California
$310K -$196K -2,569 -38%
EBT
896
Enterprise Bank & Trust
Massachusetts
$310K -$26.1K -341 -8%
KFA
897
Kelleher Financial Advisors
New York
$309K -$227K -2,972 -42%
FT
898
Fiduciary Trust
Massachusetts
$303K -$513K -6,710 -62%
PCIA
899
Prime Capital Investment Advisors
Kansas
$300K -$2.44K -32 -0.8%
W
900
WealthOne
New York
$300K +$611 +8 +0.2%

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.