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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
MA
1076
MCF Advisors
Kentucky
$37K -$15.3K -200 -29%
HNWAG
1077
High Net Worth Advisory Group
Florida
$37K +$14.5K +190 +61%
FP
1078
Financial Perspectives
Minnesota
$36.8K
HWM
1079
Horizons Wealth Management
North Carolina
$35K
CB
1080
CNB Bank
Pennsylvania
$34K
HCP
1081
Hexagon Capital Partners
Arkansas
$34K +$35.1K +460 New
TC
1082
Truvestments Capital
Florida
$32K +$76 +1 +0.2%
EIP
1083
Ellis Investment Partners
Pennsylvania
$31K +$23.1K +302 +246%
EW
1084
Element Wealth
Mississippi
$31K +$31.5K +412 New
DAC
1085
Dividend Assets Capital
South Carolina
$30K
SBL
1086
Sargent Bickham Lagudis
Colorado
$30K
SCA
1087
Stonebridge Capital Advisors
Minnesota
$28K -$15.5K -203 -35%
AIP
1088
Ameritas Investment Partners
Nebraska
$27K
DWA
1089
Delos Wealth Advisors
Texas
$24K +$24.3K +318 New
RG
1090
Retirement Group
California
$23K
TF
1091
TimeScale Financial
Massachusetts
$23K
TSWM
1092
Tyler-Stone Wealth Management
Ohio
$22K
AA
1093
Addison Advisors
Vermont
$19K
WWM
1094
Wolff Wiese Magana
California
$19K
ZIG
1095
Zullo Investment Group
Pennsylvania
$18K
KFI
1096
Key Financial Inc
Pennsylvania
$16K +$5.88K +77 +57%
ATC
1097
Adirondack Trust Company
New York
$15K
CDIA
1098
Capital Directions Investment Advisors
Georgia
$13K -$45.1K -590 Closed
M1FG
1099
Mach-1 Financial Group
Arkansas
$13K
BCM
1100
Blume Capital Management
California
$12K

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.