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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
SWM
201
SigFig Wealth Management
California
$10.8M -$92K -1,204 -0.9%
CA
202
CGN Advisors
Kansas
$10.7M -$2.29M -29,932 -17%
Comerica Bank
203
Comerica Bank
Texas
$10.6M -$1.17M -15,274 -10%
EA
204
Evolution Advisers
Virginia
$10.4M -$54.6K -715 -0.5%
VFA
205
Voya Financial Advisors
Connecticut
$10.3M +$651K +8,518 +7%
SCP
206
Shorepoint Capital Partners
Massachusetts
$10.3M +$10.6M +138,090 New
CIP
207
Capital Insight Partners
Arizona
$10.1M -$628K -8,220 -6%
APA
208
American Portfolios Advisors
New York
$9.85M +$1.74M +22,788 +21%
SC
209
SouthState Corp
Florida
$9.84M -$583K -7,630 -5%
WANY
210
Wealthspire Advisors (New York)
New York
$9.84M +$4.97M +65,071 +98%
IA
211
IFG Advisory
Georgia
$9.76M +$3.06M +40,095 +44%
SW
212
Signify Wealth
Missouri
$9.75M +$914K +11,960 +10%
CWAG
213
Compton Wealth Advisory Group
Virginia
$9.72M +$1.13M +14,795 +13%
WLIM
214
White Lighthouse Investment Management
Massachusetts
$9.47M -$1.16M -15,205 -11%
ACS
215
Archford Capital Strategies
Illinois
$9.45M +$84.7K +1,109 +0.9%
CAM
216
Cresset Asset Management
Illinois
$9.45M -$16K -209 -0.2%
DE
217
Day & Ennis
Georgia
$9.45M +$51.4K +673 +0.5%
AWA
218
Alaska Wealth Advisors
Alaska
$9.45M +$201K +2,636 +2%
MWM
219
Modera Wealth Management
New Jersey
$9.44M -$6.65M -87,009 -41%
BSA
220
Bull Street Advisors
Georgia
$9.43M -$19.5K -255 -0.2%
SFMG
221
Sage Financial Management Group
Virginia
$9.41M -$2.16M -28,331 -18%
CF
222
Centaurus Financial
California
$9.35M +$8.43M +110,392 +758%
LIM
223
Leavell Investment Management
Alabama
$9.32M -$213K -2,789 -2%
KIM
224
Karpus Investment Management
New York
$9.29M +$76.4K +1,000 +0.8%
PAS
225
Park Avenue Securities
New York
$9.26M +$890K +11,644 +10%

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.