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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
TFA
1126
Transamerica Financial Advisors
Florida
$1K
MCM
1127
Manchester Capital Management
Vermont
$1K +$1.45K +19 New
PWP
1128
Principle Wealth Partners
Connecticut
$284 -$133K -1,746 -32%
NDSI
1129
Newman Dignan & Sheerar Inc
Rhode Island
$222 -$86.9K -1,137 -28%
JMF
1130
Johnson Midwest Financial
Iowa
$19 +$19.7K +258 New
WIM
1131
Westside Investment Management
California
$9 +$9.93K +130 New
ETC
1132
Exchange Traded Concepts
Oklahoma
-$432M -5,625,109 Closed
BRC
1133
Bell Rock Capital
Delaware
-$51M -664,101 Closed
CIAS
1134
CBIZ Investment Advisory Services
Ohio
-$32.5M -423,561 Closed
Schroder Investment Management Group
1135
Schroder Investment Management Group
United Kingdom
-$17.7M -231,586 Closed
GSIS
1136
Global Strategic Investment Solutions
Arizona
-$16.2M -210,384 Closed
Susquehanna International Group
1137
Susquehanna International Group
Pennsylvania
-$10.7M -140,464 Closed
CI
1138
CX Institutional
Indiana
-$10.7M -139,456 Closed
LIA
1139
LS Investment Advisors
Michigan
-$10.1M -131,449 Closed
MAM
1140
Meeder Asset Management
Ohio
-$9.48M -123,505 Closed
Millennium Management
1141
Millennium Management
New York
-$9.14M -118,976 Closed
DI
1142
DAGCO Inc
Ohio
-$8.59M -111,795 Closed
CCA
1143
Conservest Capital Advisors
Pennsylvania
-$8.04M -104,636 Closed
TPWA
1144
TRUE Private Wealth Advisors
Oregon
-$5.43M -70,667 Closed
CL
1145
Cabana LLC
Arkansas
-$4.38M -57,062 Closed
RCM
1146
Requisite Capital Management
Texas
-$3.2M -41,631 Closed
VCM
1147
Violich Capital Management
California
-$2.69M -35,002 Closed
Wealth Enhancement Advisory Services
1148
Wealth Enhancement Advisory Services
Minnesota
-$2.1M -27,447 Closed
William Blair Investment Management
1149
William Blair Investment Management
Illinois
-$1.95M -25,402 Closed
EBSAM
1150
Eubel Brady & Suttman Asset Management
Ohio
-$1.91M -24,827 Closed

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.