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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
CMA
1101
Cedar Mountain Advisors
Oregon
$12K
RCC
1102
Red Cedar Capital
Nebraska
$12K
CMP
1103
Coston McIsaac & Partners
Maine
$10K
OPW
1104
Oxler Private Wealth
New York
$9.8K +$7.72K +101 New
GGI
1105
Godsey & Gibb Inc
Virginia
$7K +$7.49K +98 New
FHC
1106
First Heartland Consultants
Missouri
$6.52K +$526K +6,890 +9%
AWM
1107
Aspire Wealth Management
Massachusetts
$6K +$76 +1 +1%
HI
1108
Hudock Inc
Pennsylvania
$6K +$76 +1 +1%
WFA
1109
Wipfli Financial Advisors
Wisconsin
$6K +$6.11K +80 New
LWA
1110
Lowe Wealth Advisors
Maryland
$5K
CP
1111
Castleview Partners
Texas
$4K -$15.1K -197 -77%
BCM
1112
Bourgeon Capital Management
Connecticut
$4K
LB
1113
Legacy Bridge
Iowa
$4K
PK
1114
Pflug Koory
Nebraska
$4K
NL
1115
NVWM LLC
Pennsylvania
$4K +$993 +13 +32%
LS
1116
Leelyn Smith
Illinois
$4K +$3.97K +52 New
TRCT
1117
Tower Research Capital (TRC)
New York
$3K -$153 -2 -4%
CFO
1118
CVA Family Office
Colorado
$3K
DBG
1119
De Burlo Group
Massachusetts
$2.32K +$2.37K +31 New
TSW
1120
Thompson Siegel & Walmsley
Virginia
$2K
WAS
1121
Winch Advisory Services
Wisconsin
$2K
C
1122
Covestor
United Kingdom
$2K +$153 +2 +7%
EWM
1123
Endurance Wealth Management
Rhode Island
$1K -$18.7K -245 -96%
VNA
1124
Valley National Advisers
Pennsylvania
$1K -$840 -11 -42%
TCWA
1125
Ten Capital Wealth Advisors
Washington
$1K

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.