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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
ARC
951
Advisor Resource Council
Texas
$232K -$308K -4,031 -57%
BTW
952
Boston Trust Walden
Massachusetts
$232K
BWA
953
Beam Wealth Advisors
Louisiana
$231K +$4.89K +64 +2%
ACM
954
Advance Capital Management
Michigan
$230K +$382 +5 +0.2%
EA
955
Ellsworth Advisors
Ohio
$229K
FMWA
956
Forvis Mazars Wealth Advisors
Missouri
$228K -$1.53K -20 -0.7%
CCFCSB
957
Cape Cod Five Cents Savings Bank
Massachusetts
$226K
HWM
958
Hemington Wealth Management
Virginia
$224K -$225K -2,944 -50%
NAG
959
Northstar Advisory Group
New Jersey
$224K -$12.5K -164 -5%
CFA
960
Compass Financial Advisors
Indiana
$223K +$15K +196 +7%
AC
961
Addison Capital
Pennsylvania
$222K -$2.44K -32 -1%
SOS
962
Silver Oak Securities
Tennessee
$222K -$110K -1,436 -33%
BFS
963
Baskin Financial Services
Ontario, Canada
$220K
BWM
964
BCS Wealth Management
Tennessee
$220K
HSA
965
HBK Sorce Advisory
Pennsylvania
$220K +$224K +2,936 New
WF
966
Warner Financial
Maryland
$220K +$225K +2,944 New
MHWM
967
Montz Harcus Wealth Management
Louisiana
$219K +$15K +196 +7%
RVM
968
Robinson Value Management
Texas
$218K +$43.4K +568 +24%
CFG
969
Citizens Financial Group
Rhode Island
$217K -$3.97K -52 -2%
GC
970
Gratus Capital
Georgia
$216K -$92.8K -1,215 -30%
PFG
971
Pinnacle Financial Group
Illinois
$216K
FMTC
972
Farmers & Merchants Trust Company
California
$215K
BFA
973
Bragg Financial Advisors
North Carolina
$213K -$341K -4,467 -61%
GAA
974
Global Assets Advisory
Florida
$213K +$16.4K +215 +8%
DTL
975
Dynamic Technology Lab
Singapore
$212K +$216K +2,833 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.