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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
OPS
101
Orion Portfolio Solutions
Nebraska
$27.8M +$6.42M +83,967 +29%
WWM
102
Wiser Wealth Management
Georgia
$27M +$2M +26,234 +8%
BFA
103
Bluestem Financial Advisors
Illinois
$26.5M -$247K -3,237 -0.9%
AC
104
Annandale Capital
Texas
$26.5M +$24.3M +317,841 +869%
BC
105
Bartlett & Co
Ohio
$26.2M -$2.19M -28,725 -8%
BCWM
106
Bartlett & Co Wealth Management
Ohio
$26.2M -$2.19M -28,725 -8%
BPA
107
Beacon Pointe Advisors
California
$26.1M +$3.29M +43,035 +14%
PD
108
Planning Directions
Pennsylvania
$25.5M -$3.78M -49,518 -13%
GLLW
109
Graves Light Lenhart Wealth
Virginia
$24.8M -$2.41M -31,568 -9%
COCM
110
Charter Oak Capital Management
New Hampshire
$24.3M -$5.74M -75,089 -19%
OMC
111
Old Mission Capital
Illinois
$23.7M +$19.6M +256,472 +423%
BCM
112
Brookstone Capital Management
Illinois
$23.1M -$149K -1,956 -0.6%
MAM
113
Marquette Asset Management
Minnesota
$21.5M +$898K +11,759 +4%
VIA
114
Vantagepoint Investment Advisers
District of Columbia
$21.1M -$5.98M -78,270 -22%
FPIS
115
Financial Planning & Information Services
Wisconsin
$21.1M +$5.91M +77,379 +38%
WFA
116
Websterrogers Financial Advisors
South Carolina
$20.6M +$6.41M +83,927 +44%
FHC
117
Fort Henry Capital
West Virginia
$20.5M +$29.5K +386 +0.1%
HWA
118
Heartwood Wealth Advisors
Virginia
$20.4M +$138K +1,801 +0.7%
CAN
119
Cetera Advisor Networks
California
$20.1M +$2.75M +36,058 +15%
DWM
120
Doyle Wealth Management
Florida
$20.1M -$1.39M -18,227 -6%
PIFP
121
Partners in Financial Planning
Virginia
$20M +$1.6M +20,971 +9%
BCI
122
Brinker Capital Investments
Pennsylvania
$19.8M +$19.8M +259,161 +5,092%
Mariner
123
Mariner
Kansas
$19.5M +$284K +3,722 +1%
CAG
124
Crestwood Advisors Group
Massachusetts
$19.4M -$580K -7,590 -3%
FMII
125
Farmers & Merchants Investments Inc
Nebraska
$19.2M +$293K +3,836 +2%

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.