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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
ARMC
901
American Research & Management Company
Massachusetts
$299K -$62.4K -817 -17%
VWA
902
V Wealth Advisors
Kansas
$294K -$1.22K -16 -0.4%
ECM
903
Evergreen Capital Management
Washington
$293K -$13.4K -175 -4%
IWA
904
Icon Wealth Advisors
Texas
$293K +$299K +3,915 New
YIA
905
YHB Investment Advisors
Connecticut
$290K -$154K -2,021 -34%
FWP
906
Falcon Wealth Planning
California
$287K +$293K +3,831 New
AWA
907
Arkadios Wealth Advisors
Georgia
$287K +$293K +3,838 New
PFGIA
908
Patriot Financial Group Insurance Agency
Massachusetts
$284K +$840 +11 +0.3%
LL
909
LPWM LLC
Minnesota
$282K -$84.3K -1,103 -23%
IFA
910
Index Fund Advisors
California
$279K -$16.2K -212 -5%
WIM
911
WealthPlan Investment Management
Nebraska
$279K +$281K +3,682 New
RWB
912
RMR Wealth Builders
New Jersey
$274K -$4.58K -60 -2%
JAG
913
Journey Advisory Group
Kentucky
$274K +$14K +183 +5%
MA
914
Maxele Advisors
Missouri
$273K
MAM
915
MMA Asset Management
Pennsylvania
$273K +$1.07K +14 +0.4%
TA
916
TFG Advisers
Michigan
$271K +$611 +8 +0.2%
HNW
917
High Note Wealth
Minnesota
$270K -$142K -1,856 -34%
BCM
918
Brookmont Capital Management
Texas
$270K -$153 -2 -0.1%
RFN
919
Redwood Financial Network
Ohio
$270K +$764 +10 +0.3%
MMPW
920
Mitchell McLeod Pugh & Williams
Alabama
$270K +$276K +3,613 New
AIA
921
Ally Invest Advisors
North Carolina
$268K +$274K +3,588 New
FSWA
922
Financial Synergies Wealth Advisors
Texas
$264K -$184K -2,413 -41%
CIR
923
Clear Investment Research
Georgia
$264K -$28.6K -374 -10%
SCG
924
Sonata Capital Group
Washington
$261K
CAI
925
Capital Advisors Inc
Oklahoma
$257K -$335K -4,384 -56%

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.