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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
KPW
1151
Kore Private Wealth
New York
-$1.75M -22,792 Closed
LWA
1152
LWS Wealth Advisors
New Jersey
-$1.22M -15,839 Closed
FWM
1153
FSA Wealth Management
Massachusetts
-$1.19M -15,429 Closed
CFS
1154
Cannon Financial Strategists
Georgia
-$956K -12,455 Closed
CCM
1155
Crabel Capital Management
California
-$932K -12,135 Closed
AP
1156
Advisors Preferred
Maryland
-$925K -12,040 Closed
PA
1157
Parkside Advisors
California
-$858K -11,178 Closed
DW
1158
Domani Wealth
Pennsylvania
-$782K -10,184 Closed
IAIM
1159
International Assets Investment Management
Florida
-$771 -10,042 Closed
LNWWM
1160
Laird Norton Wetherby Wealth Management
California
-$656K -8,544 Closed
SBWIC
1161
Schaper Benz & Wise Investment Counsel
Wisconsin
-$577K -7,512 Closed
FBC
1162
Fairfield, Bush & Co
Connecticut
-$576K -7,500 Closed
PFA
1163
Pure Financial Advisors
California
-$556K -7,246 Closed
GAM
1164
Gould Asset Management
California
-$550K -7,159 Closed
BC
1165
Brio Consultants
California
-$545K -7,106 Closed
Calamos Advisors
1166
Calamos Advisors
Illinois
-$524K -6,820 Closed
VFPW
1167
Vantage Financial Partners (Wisconsin)
Wisconsin
-$495K -6,441 Closed
KCPG
1168
Kavar Capital Partners Group
Kansas
-$460K -5,991 Closed
Fisher Asset Management
1169
Fisher Asset Management
Washington
-$458K -5,968 Closed
CAAS
1170
Capital Asset Advisory Services
Michigan
-$442K -5,757 Closed
TPA
1171
Trivium Point Advisory
Connecticut
-$423K -5,515 Closed
VF
1172
Vista Finance
Missouri
-$402K -5,240 Closed
HF
1173
HRT Financial
New York
-$390K -5,090 Closed
PWMG
1174
Pinnacle Wealth Management Group
Michigan
-$390K -5,079 Closed
SIA
1175
Sage Investment Advisers
New York
-$377K -4,915 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.