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Vanguard Short-Term Bond ETF
BSV

1,127 hedge funds and large institutions have $26.6B invested in Vanguard Short-Term Bond ETF in 2023 Q3 according to their latest regulatory filings, with 95 funds opening new positions, 373 increasing their positions, 525 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 91

1% less funds holding

Funds holding: 1,140 → 1,127 (-13)

2% less funds holding in top 10

Funds holding in top 10: 132 → 130 (-2)

2.18% less ownership

Funds ownership: 82.23% → 80.05% (-2.2%)

12% less capital invested

Capital invested by funds: $30.4B → $26.6B (-$3.78B)

29% less repeat investments, than reductions

Existing positions increased: 373 | Existing positions reduced: 525

Holders
1,127
Holders Change
-13
Holders Change %
-1.14%
% of All Funds
17.89%
Holding in Top 10
130
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.52%
% of All Funds
2.06%
New
95
Increased
373
Reduced
525
Closed
91
Calls
$316K
Puts
–
Net Calls
+$316K
Net Calls Change
-$190K

Top Buyers

Rank Fund Capital Flow
1
Charles Schwab
Charles Schwab
California
+$229M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$164M
3
Goldman Sachs
Goldman Sachs
New York
+$110M
4
Northern Trust
Northern Trust
Illinois
+$59.1M
5
Empower Advisory Group
Empower Advisory Group
Colorado
+$52.9M

Top Sellers

Rank Fund Capital Flow
1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
-$1.6B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.23B
3
Wells Fargo
Wells Fargo
California
-$290M
4
Osaic Holdings
Osaic Holdings
Arizona
-$189M
5
MIM
MetLife Investment Management
New Jersey
-$125M
Name Holding Trade Value Shares
Change 		Change in
Stake
MAWCM
1126
Mine & Arao Wealth Creation & Management
California
$1.05K – – –
TFA
1127
Transamerica Financial Advisors
Florida
$1K – – –
TLCM
1128
Twin Lakes Capital Management
California
$752 +$754 +10 New
SAG
1129
Spotlight Asset Group
Illinois
$226 – – –
JPWM
1130
Jamison Private Wealth Management
Georgia
$226 +$226 +3 New
4FG
1131
4Thought Financial Group
New York
$115 +$151 +2 New
GCM
1132
Gables Capital Management
Florida
$75 – – –
TAIM
1133
TD Ameritrade Investment Management
Nebraska
– -$328M -4,344,808 Closed
SCP
1134
Shorepoint Capital Partners
Massachusetts
– -$14.7M -193,979 Closed
MC
1135
Minot Capital
Colorado
– -$7.5M -99,311 Closed
FFS
1136
Founders Financial Securities
Maryland
– -$7.1M -94,011 Closed
HI
1137
Horizon Investments
North Carolina
– -$7.04M -93,525 Closed
Citadel Advisors
1138
Citadel Advisors
Florida
– -$7.02M -92,872 Closed
CCG
1139
Chatham Capital Group
Georgia
– -$5.89M -77,965 Closed
FPCG
1140
Forum Private Client Group
Indiana
– -$2.98M -39,422 Closed
RWM
1141
Revisor Wealth Management
Ohio
– -$2.59M -34,280 Closed
Millennium Management
1142
Millennium Management
New York
– -$2.4M -31,760 Closed
V
1143
Veritable
Delaware
– -$2.19M -28,978 Closed
SCA
1144
STALEY CAPITAL ADVISERS
Pennsylvania
– -$1.78M -23,579 Closed
VAS
1145
Vestmark Advisory Solutions
Massachusetts
– -$1.76M -23,295 Closed
CA
1146
Calton & Associates
Florida
– -$1.72M -22,695 Closed
CC
1147
Callan Capital
California
– -$1.57M -20,760 Closed
LWM
1148
Laidlaw Wealth Management
New York
– -$1.35M -17,870 Closed
SWG
1149
Summit Wealth Group
Vermont
– -$1.26M -16,687 Closed
I2I
1150
Insight 2811 Inc
Illinois
– -$1.24M -16,451 Closed
44 45
46
47 48

BSV Hedge Fund Activity: Q3 2023 in Review

1,127 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Bond ETF (BSV) for Q3 2023, worth a combined $26.6B — down 12% from $30.4B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new BSV positions and 91 closed out — a net gain of 4 holders — while 373 added to existing stakes and 525 trimmed.

The largest buyer was Charles Schwab, opening a new position worth an estimated $229M. The largest seller was Beacon Capital Management Inc (Ohio), cutting an estimated $1.6B.

  • 1,127 institutional investors held Vanguard Short-Term Bond ETF (BSV) as of Q3 2023, down from 1,140 in Q2 2023.
  • Funds reported $26.6B of Vanguard Short-Term Bond ETF stock for Q3 2023, down 12% quarter-over-quarter.
  • 95 funds opened new Vanguard Short-Term Bond ETF positions in Q3 2023 and 91 closed out, a net change of +4 holders.
  • The largest Vanguard Short-Term Bond ETF buyer in Q3 2023 was Charles Schwab, an estimated $229M added.
  • The largest Vanguard Short-Term Bond ETF seller in Q3 2023 was Beacon Capital Management Inc (Ohio), an estimated $1.6B sold.

Based on aggregated 13F filings for Q3 2023.