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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
MW
1176
Marks Wealth
Maryland
-$369K -4,807 Closed
DWM
1177
Destination Wealth Management
California
-$350K -4,557 Closed
CFS
1178
CRA Financial Services
New Jersey
-$348K -4,528 Closed
CBB
1179
Citizens Business Bank
California
-$337K -4,396 Closed
MCM
1180
Monarch Capital Management
Indiana
-$331K -4,314 Closed
SG
1181
StoneX Group
New York
-$318K -4,138 Closed
SWM
1182
Seaside Wealth Management
California
-$308K -3,971 Closed
SFS
1183
Starfox Financial Services
Texas
-$307K -3,971 Closed
PCI
1184
Planning Center Inc
Illinois
-$297K -3,865 Closed
TC
1185
TownSquare Capital
Utah
-$275K -3,587 Closed
TGAM
1186
TBH Global Asset Management
Tennessee
-$258K -3,359 Closed
Members Trust
1187
Members Trust
Florida
-$251K -3,272 Closed
HT
1188
HighTower Trust
Texas
-$745 -3,248 Closed
PCM
1189
Parsons Capital Management
Rhode Island
-$244K -3,171 Closed
PAM
1190
Peak Asset Management
Colorado
-$237K -3,085 Closed
TTWM
1191
TCV Trust & Wealth Management
Virginia
-$231K -3,015 Closed
CPO
1192
Cerity Partners OCIO
New York
-$218K -2,844 Closed
CTFG
1193
Capstone Triton Financial Group
Oklahoma
-$215K -2,800 Closed
BMCM
1194
Bryn Mawr Capital Management
Pennsylvania
-$212K -2,765 Closed
MA
1195
Momentum Advisors
New York
-$209K -2,725 Closed
MLA
1196
My Legacy Advisors
Oregon
-$208K -2,707 Closed
BB
1197
Bell Bank
North Dakota
-$207K -2,695 Closed
TF
1198
Trek Financial
Arizona
-$207K -2,691 Closed
PWM
1199
PBMares Wealth Management
Virginia
-$206K -2,685 Closed
LRPA
1200
L. Roy Papp & Associates
Arizona
-$204K -2,662 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.