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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
HS
1051
Horan Securities
United States
$64K +$76 +1 +0.1%
HCM
1052
Horrell Capital Management
Arkansas
$62K
SWM
1053
Sugarloaf Wealth Management
Georgia
$60K
CFD
1054
Creative Financial Designs
Indiana
$58K -$5.58K -73 -9%
IBOK
1055
Independence Bank of Kentucky
Kentucky
$56K
HWMA
1056
Heritage Wealth Management (Arizona)
Arizona
$55K -$76 -1 -0.1%
CA
1057
Clearstead Advisors
Ohio
$52K -$42K -550 -44%
FWM
1058
Focused Wealth Management
New York
$52K
JGIA
1059
Jackson Grant Investment Advisers
Connecticut
$52K
OC
1060
Oakworth Capital
Alabama
$52K
NFSG
1061
Newbridge Financial Services Group
Florida
$50K
TFP
1062
Tilia Fiduciary Partners
North Carolina
$47K -$19K -249 -28%
BCA
1063
Bray Capital Advisors
Florida
$47K
PFSC
1064
Peoples Financial Services Corp
Pennsylvania
$47K
CWM
1065
Castle Wealth Management
Florida
$46K
MOS
1066
MGO One Seven
Ohio
$45.5K +$5.94M +77,680 +193%
TWM
1067
Tradition Wealth Management
Minnesota
$45K
BSB
1068
Bangor Savings Bank
Maine
$44K -$82.4K -1,078 -65%
MM
1069
Main Management
California
$42K
HWM
1070
HighMark Wealth Management
Minnesota
$42K +$5.12K +67 +13%
DWMG
1071
DB Wealth Management Group
California
$41K -$4.43K -58 -10%
CSB
1072
City State Bank
Iowa
$41K +$28.7K +375 +218%
SSC
1073
Syverson Strege & Co
Iowa
$39K -$2.09M -27,293 -98%
Bank of Montreal
1074
Bank of Montreal
Ontario, Canada
$37.4K +$12.7M +165,708 +51%
GWANC
1075
Guardian Wealth Advisors (North Carolina)
North Carolina
$37K -$84.6K -1,107 -69%

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.