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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
YAL
176
Your Advocates Ltd
Texas
$12.5M -$472K -6,181 -4%
FA
177
Fortis Advisors
Pennsylvania
$12.5M +$909K +11,892 +8%
CAL
178
Capital Analysts LLC
Pennsylvania
$12.4M +$621K +8,126 +5%
Legacy Financial Group (Iowa)
179
Legacy Financial Group (Iowa)
Iowa
$12.4M +$207K +2,715 +2%
AIA
180
Arbor Investment Advisors
North Carolina
$12.4M -$1.64M -21,502 -11%
CS
181
Comerica Securities
Michigan
$12.4M -$71.1K -930 -0.6%
FFG
182
Fullen Financial Group
Ohio
$12.2M +$779K +10,202 +7%
CA
183
Cambridge Associates
Massachusetts
$12.2M +$5.5M +72,017 +80%
CFB
184
Cullen/Frost Bankers
Texas
$12.1M +$1.15M +15,050 +10%
SCA
185
Sandy Cove Advisors
Massachusetts
$12M +$901K +11,796 +8%
Rockefeller Capital Management
186
Rockefeller Capital Management
New York
$11.8M +$3.5M +45,845 +41%
SWA
187
Safir Wealth Advisors
New Hampshire
$11.7M -$551K -7,215 -4%
BFP
188
Brewster Financial Planning
New York
$11.7M +$153K +2,004 +1%
SOAG
189
Silver Oak Advisory Group
Oregon
$11.6M -$162K -2,114 -1%
EHC
190
Everett Harris & Co
California
$11.6M -$11.9M -156,029 -50%
NA
191
NewEdge Advisors
Louisiana
$11.5M -$1.38M -18,048 -11%
KCM
192
Kanawha Capital Management
Virginia
$11.3M -$1.38M -18,080 -11%
ACA
193
Atlas Capital Advisors
Wyoming
$11.3M +$3.03M +39,678 +36%
ACA
194
Affinity Capital Advisors
California
$11.3M +$1.13M +14,803 +11%
MG
195
McCutchen Group
Washington
$11.2M +$57.5K +753 +0.5%
LFA
196
Level Financial Advisors
New York
$11.2M -$2.78M -36,383 -20%
AWE
197
Avidian Wealth Enterprises
Texas
$11M +$793K +10,380 +8%
SRC
198
Shufro Rose & Co
New York
$11M -$75.1K -983 -0.7%
Neuberger Berman Group
199
Neuberger Berman Group
New York
$10.9M -$1.95M -25,575 -15%
KLI
200
Kelman-Lazarov Inc
Tennessee
$10.9M -$621K -8,130 -5%

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.