Vanguard Short-Term Bond ETF
1,126 hedge funds and large institutions have $26.6B invested in Vanguard Short-Term Bond ETF in 2023 Q3 according to their latest regulatory filings, with 94 funds opening new positions, 374 increasing their positions, 524 reducing their positions, and 91 closing their positions.
3% more first-time investments, than exits
New positions opened: 94 | Existing positions closed: 91
1% less funds holding
Funds holding: 1,140 → 1,126 (-14)
2% less funds holding in top 10
Funds holding in top 10: 133 → 131 (-2)
2.25% less ownership
Funds ownership: 82.57% → 80.32% (-2.3%)
13% less capital invested
Capital invested by funds: $30.4B → $26.6B (-$3.81B)
29% less repeat investments, than reductions
Existing positions increased: 374 | Existing positions reduced: 524
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
+$229M |
| 2 |
Mercer Global Advisors
Denver,
Colorado
|
+$164M |
| 3 |
Goldman Sachs
New York
|
+$110M |
| 4 |
Northern Trust
Chicago,
Illinois
|
+$59.1M |
| 5 |
Empower Advisory Group
Greenwood Village,
Colorado
|
+$52.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCMIO
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
-$1.6B |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.23B |
| 3 |
Wells Fargo
San Francisco,
California
|
-$290M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$189M |
| 5 |
MIM
MetLife Investment Management
Whippany,
New Jersey
|
-$125M |
BSV Hedge Fund Activity: Q3 2023 in Review
1,126 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Bond ETF (BSV) for Q3 2023, worth a combined $26.6B — down 13% from $30.4B a quarter earlier.
Buyers outnumbered sellers: 94 funds opened new BSV positions and 91 closed out — a net gain of 3 holders — while 374 added to existing stakes and 524 trimmed.
The largest buyer was Charles Schwab, opening a new position worth an estimated $229M. The largest seller was Beacon Capital Management Inc (Ohio), cutting an estimated $1.6B.
- 1,126 institutional investors held Vanguard Short-Term Bond ETF (BSV) as of Q3 2023, down from 1,140 in Q2 2023.
- Funds reported $26.6B of Vanguard Short-Term Bond ETF stock for Q3 2023, down 13% quarter-over-quarter.
- 94 funds opened new Vanguard Short-Term Bond ETF positions in Q3 2023 and 91 closed out, a net change of +3 holders.
- The largest Vanguard Short-Term Bond ETF buyer in Q3 2023 was Charles Schwab, an estimated $229M added.
- The largest Vanguard Short-Term Bond ETF seller in Q3 2023 was Beacon Capital Management Inc (Ohio), an estimated $1.6B sold.
Based on aggregated 13F filings for Q3 2023.