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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
SAF
976
Smith Anglin Financial
Texas
$211K +$764 +10 +0.4%
AWA
977
Amplius Wealth Advisors
Pennsylvania
$210K
AFS
978
AFG Fiduciary Services
Massachusetts
$209K -$301K -3,939 -59%
SSI
979
Scott & Selber Inc
Texas
$207K +$153 +2 +0.1%
CAC
980
Certified Advisory Corp
Florida
$206K +$210K +2,754 New
DIA
981
Dana Investment Advisors
Wisconsin
$206K +$211K +2,758 New
BCMLT
982
Beacon Capital Management LLC (Tennessee)
Tennessee
$205K -$535 -7 -0.3%
MFS
983
McNamara Financial Services
Massachusetts
$205K +$688 +9 +0.3%
EP
984
Eudaimonia Partners
Tennessee
$203K -$571K -7,473 -73%
FRA
985
Front Row Advisors
California
$202K
WA
986
Wealthstream Advisors
New York
$201K -$325K -4,251 -61%
DT
987
Diversified Trust
Tennessee
$201K -$9.32K -122 -4%
WP
988
WealthShield Partners
North Carolina
$201K +$205K +2,685 New
CAM
989
Concorde Asset Management
Michigan
$200K -$25.8K -338 -11%
CIAS
990
Capital Investment Advisory Services
North Carolina
$198K +$3.06K +40 +2%
BlackRock
991
BlackRock
New York
$193K +$140K +1,827 +241%
HR
992
Howe & Rusling
New York
$191K
SC
993
Stephens Consulting
Michigan
$184K +$112K +1,470 +149%
CT
994
Caldwell Trust
Florida
$182K -$1.83K -24 -1%
LF
995
Lee Financial
Texas
$177K +$178K +2,326 +6,121%
MA
996
Montag & Associates
Georgia
$166K -$58.4K -764 -26%
PP
997
Pacifica Partners
Canada
$165K
AIP
998
Almanack Investment Partners
Pennsylvania
$164K +$167K +2,190 New
LPP
999
Life Planning Partners
Florida
$159K +$99.1K +1,297 +157%
GWMI
1000
Guardian Wealth Management (Illinois)
Illinois
$151K +$6.65K +87 +5%

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.