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Vanguard Short-Term Bond ETF

1,130 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 90 funds opening new positions, 415 increasing their positions, 492 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more funds holding in top 10

Funds holding in top 10: 169181 (+12)

2.95% more ownership

Funds ownership: 75.5%78.45% (+3%)

4% more capital invested

Capital invested by funds: $28.9B → $30.2B (+$1.28B)

8% less first-time investments, than exits

New positions opened: 90 | Existing positions closed: 98

2% less funds holding

Funds holding: 1,1571,130 (-27)

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
1,130
Holders Change
-27
Holders Change %
-2.33%
% of All Funds
19.47%
Holding in Top 10
181
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+7.1%
% of All Funds
3.12%
New
90
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
JWM
1001
Janiczek Wealth Management
Colorado
$148K
AWM
1002
Accel Wealth Management
Iowa
$145K +$153 +2 +0.1%
CYG
1003
Clean Yield Group
Vermont
$138K
First Manhattan
1004
First Manhattan
New York
$137K -$380K -4,970 -73%
FFC
1005
First Financial Corp
Indiana
$135K
BBHC
1006
Brown Brothers Harriman & Co
New York
$133K +$117K +1,527 +618%
RDFA
1007
Ritter Daniher Financial Advisory
Ohio
$132K
BONH
1008
Bank of New Hampshire
New Hampshire
$132K +$74.9K +980 +125%
LWANC
1009
Laurel Wealth Advisors (North Carolina)
North Carolina
$130K
AF
1010
Affiance Financial
Minnesota
$122K -$197K -2,575 -61%
LPIC
1011
LeJeune Puetz Investment Counsel
Michigan
$119K
ONST
1012
Old North State Trust
North Carolina
$119K +$122K +1,594 New
TF
1013
Tompkins Financial
New York
$118K +$107K +1,399 +818%
SSB
1014
Sandy Spring Bank
Maryland
$115K -$73.7K -964 -39%
GI
1015
Gradient Investments
Minnesota
$115K +$5.81K +76 +5%
HIA
1016
Harbor Investment Advisory
Maryland
$114K
S
1017
SignatureFD
Georgia
$114K +$11.6K +152 +11%
CT
1018
Clearstead Trust
Maine
$113K +$115K +1,511 New
WPA
1019
West Paces Advisors
Georgia
$113K -$97K -1,269 -46%
CCM
1020
Cribstone Capital Management
Maine
$111K +$2.22K +29 +2%
GIA
1021
GHP Investment Advisors
Colorado
$108K -$7.11K -93 -6%
CA
1022
Crewe Advisors
Utah
$104K
FFA
1023
Founders Financial Alliance
North Carolina
$103K +$10K +131 +11%
IRC
1024
Investors Research Corp
Georgia
$94K
PGAM
1025
Princeton Global Asset Management
New Jersey
$94K

BSV Hedge Fund Activity: Q3 2022 in Review

1,130 of the 5,805 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 4.4% from $28.9B a quarter earlier.

Sellers outnumbered buyers: 98 funds closed out of BSV and 90 opened new positions — a net loss of 8 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.

  • 1,130 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 4.4% quarter-over-quarter.
  • 90 funds opened new Vanguard Short-Term Bond ETF positions in Q3 2022 and 98 closed out, a net change of -8 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.