We are live on ! Find out more
BSV icon

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
BWM
1026
BerganKDV Wealth Management
Minnesota
$91K -$1.15M -15,048 -93%
ADL
1027
Asset Dedication LLC
California
$90K +$90.8K +1,189 New
BWM
1028
Baystate Wealth Management
Massachusetts
$89K +$91.1K +1,193 New
VWM
1029
Valley Wealth Managers
New Jersey
$87K -$27.7K -363 -24%
PB
1030
Pinnacle Bancorp
Nebraska
$87K +$34.4K +450 +63%
LC
1031
Lindbrook Capital
California
$85K +$10.8K +141 +14%
CTA
1032
Colonial Trust Advisors
South Carolina
$85K +$86.7K +1,135 New
CHC
1033
City Holding Co
West Virginia
$82K +$84K +1,100 New
SWA
1034
SOA Wealth Advisors
New York
$81K +$33.2K +434 +66%
WL
1035
WIT LLC
District of Columbia
$79.2K -$15.3K -200 -16%
GEA
1036
Glen Eagle Advisors
New Jersey
$78.6K
LFA
1037
Legend Financial Advisors
Pennsylvania
$77.2K +$78.8K +1,032 New
OCM
1038
Orion Capital Management
California
$75K -$576K -7,537 -88%
FPFS
1039
First Personal Financial Services
North Carolina
$75K
IRAG
1040
Investment Research & Advisory Group
Georgia
$74K
RBC
1041
Roble Belko & Company
Pennsylvania
$74K +$75.9K +993 New
CAM
1042
Chandler Asset Management
California
$73K -$45.8K -600 -38%
FCA
1043
FinTrust Capital Advisors
South Carolina
$73K -$18.5K -242 -20%
TFGT
1044
TS Financial Group (TSFG)
Illinois
$72K +$76 +1 +0.1%
SIC
1045
Salem Investment Counselors
North Carolina
$71K -$1.15K -15 -2%
FGAM
1046
Financial Gravity Asset Management
Texas
$70K -$131K -1,710 -37%
PMFA
1047
Plante Moran Financial Advisors
Michigan
$70K -$9.78K -128 -12%
ACM
1048
Antonetti Capital Management
Florida
$65K
MW
1049
Milestone Wealth
New York
$65K
KTC
1050
Kistler-Tiffany Companies
Pennsylvania
$64K

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.