We are live on ! Find out more
BSV icon

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
C
1201
Certuity
Florida
-$204K -2,657 Closed
NHC
1202
Nicholas Hoffman & Company
Georgia
-$203K -2,638 Closed
CCFM
1203
Clear Creek Financial Management
Washington
-$201K -2,617 Closed
RW
1204
RVW Wealth
California
-$201K -2,612 Closed
WOSD
1205
WFA of San Diego
California
-$192K -2,495 Closed
CAGAS
1206
Capital Advisory Group Advisory Services
Minnesota
-$183K -2,375 Closed
ZB
1207
Zions Bancorporation
Utah
-$115K -1,503 Closed
HBT
1208
Hills Bank & Trust
Iowa
-$110K -1,442 Closed
AW
1209
ACG Wealth
Georgia
-$107K -1,397 Closed
WPWM
1210
Western Pacific Wealth Management
Illinois
-$82K -1,075 Closed
GWS
1211
Glassman Wealth Services
Virginia
-$75K -973 Closed
BWP
1212
Baldwin Wealth Partners
Massachusetts
-$74K -970 Closed
FBT
1213
First Bank & Trust
South Dakota
-$37K -480 Closed
JPLA
1214
Joseph P. Lucia & Associates
New York
-$36K -464 Closed
SIAP
1215
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
-$34K -444 Closed
AF
1216
Arrow Financial
New York
-$18K -235 Closed
VRM
1217
Vectors Research Management
New York
-$11K -148 Closed
CQS
1218
Credential Qtrade Securities
-$10.5K -137 Closed
SAM
1219
Strategic Asset Management
Minnesota
-$10K -130 Closed
1IA
1220
1834 Investment Advisors
Wisconsin
-$10K -129 Closed
HWA
1221
HHM Wealth Advisors
Tennessee
-$7K -91 Closed
CWP
1222
Concord Wealth Partners
Virginia
-$5K -70 Closed
VVP
1223
Venture Visionary Partners
Ohio
-$5.07K -66 Closed
HI
1224
Hoey Investments
Pennsylvania
-$4K -50 Closed
TAM
1225
Tucker Asset Management
Colorado
-$3.69K -48 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.