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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
LFA
926
Landmark Financial Advisors
Kentucky
$257K +$8.4K +110 +3%
BCV
927
Banque Cantonale Vaudoise
Switzerland
$257K +$109K +1,433 +72%
AWA
928
Acorn Wealth Advisors
Michigan
$256K
SIS
929
Sound Income Strategies
Florida
$256K +$227K +2,971 +660%
GP
930
Girard Partners
Pennsylvania
$255K -$1.45K -19 -0.6%
DP
931
Dearborn Partners
Illinois
$253K -$18.3K -240 -7%
NFG
932
Nadler Financial Group
Illinois
$253K +$153 +2 +0.1%
VFA
933
Valeo Financial Advisors
Indiana
$250K -$99.6K -1,304 -28%
MFC
934
Morris Financial Concepts
South Carolina
$250K -$5.12K -67 -2%
MFG
935
MidWestOne Financial Group
Iowa
$248K -$118K -1,538 -32%
ST
936
Spinnaker Trust
Maine
$248K
BL
937
Balentine LLC
Georgia
$247K +$252K +3,300 New
AUIM
938
Aegon USA Investment Management
Iowa
$246K
RPCA
939
Running Point Capital Advisors
California
$245K +$15.8K +207 +7%
CBFP
940
Cedar Brook Financial Partners
Ohio
$245K +$993 +13 +0.4%
PAA
941
Peregrine Asset Advisers
Oregon
$244K +$840 +11 +0.3%
1WM
942
1900 Wealth Management
Texas
$243K +$248K +3,252 New
TIM
943
Tortoise Investment Management
New York
$239K +$4.2K +55 +2%
LFA
944
Lauterbach Financial Advisors
Texas
$237K -$75K -982 -24%
MWP
945
Meridian Wealth Partners
Pennsylvania
$237K -$8.48K -111 -3%
BW
946
Bison Wealth
Georgia
$237K -$764 -10 -0.3%
AAMC
947
Asset Allocation & Management Company
Illinois
$235K
JIR
948
James Investment Research
Ohio
$235K
MCM
949
McMillion Capital Management
North Carolina
$235K
SRSA
950
S.R. Schill & Associates
Washington
$235K +$240K +3,141 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.