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Vanguard Short-Term Bond ETF

1,167 hedge funds and large institutions have $30.6B invested in Vanguard Short-Term Bond ETF in 2022 Q4 according to their latest regulatory filings, with 161 funds opening new positions, 346 increasing their positions, 542 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more first-time investments, than exits

New positions opened: 161 | Existing positions closed: 97

3% more funds holding

Funds holding: 1,1301,167 (+37)

2% more capital invested

Capital invested by funds: $30.2B → $30.6B (+$465M)

0.88% more ownership

Funds ownership: 78.45%79.33% (+0.88%)

5% less funds holding in top 10

Funds holding in top 10: 181172 (-9)

36% less repeat investments, than reductions

Existing positions increased: 346 | Existing positions reduced: 542

Holders
1,167
Holders Change
+37
Holders Change %
+3.27%
% of All Funds
18.76%
Holding in Top 10
172
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-4.97%
% of All Funds
2.76%
New
161
Increased
346
Reduced
542
Closed
97
Calls
$324K
Puts
Net Calls
+$324K
Net Calls Change
+$624K
Name Holding Trade Value Shares
Change
Change in
Stake
ACS
226
Archford Capital Strategies
Illinois
$9.77M +$258K +3,437 +3%
LIM
227
Leavell Investment Management
Alabama
$9.64M +$260K +3,468 +3%
KCM
228
Kanawha Capital Management
Virginia
$9.6M -$1.77M -23,654 -16%
CA
229
CGN Advisors
Kansas
$9.49M -$1.3M -17,347 -12%
SFMG
230
Sage Financial Management Group
Virginia
$9.47M +$675 +9 +0%
SC
231
SouthState Corp
Florida
$9.45M -$452K -6,021 -5%
BSA
232
Bull Street Advisors
Georgia
$9.44M -$50.6K -675 -0.5%
AWA
233
Alaska Wealth Advisors
Alaska
$9.42M -$85K -1,133 -0.9%
EF
234
Exeter Financial
Arizona
$9.31M +$127K +1,697 +1%
SAS
235
Sanford Advisory Services
Michigan
$9.3M +$8.93M +119,026 +2,627%
KIM
236
Karpus Investment Management
New York
$9.29M -$56.3K -750 -0.6%
RPG
237
Resource Planning Group
Georgia
$9.29M -$5.17M -68,848 -36%
FFS
238
Founders Financial Securities
Maryland
$9.24M +$690K +9,202 +8%
SW
239
Signify Wealth
Missouri
$9.2M -$609K -8,120 -6%
HI
240
Horizon Investments
North Carolina
$9.19M +$897K +11,961 +11%
EHC
241
Everett Harris & Co
California
$9.16M -$2.49M -33,210 -21%
MFG
242
Monumental Financial Group
Maryland
$9.09M +$686K +9,140 +8%
OC
243
Oppenheimer & Co
New York
$9.06M +$2.57M +34,321 +40%
BFO
244
Boston Family Office
Massachusetts
$8.9M -$5.92M -78,949 -40%
DC
245
Darrow Company
Massachusetts
$8.9M -$171K -2,278 -2%
GFS
246
GYL Financial Synergies
Connecticut
$8.88M -$5.68M -75,769 -39%
OFP
247
OLIO Financial Planning
Virginia
$8.73M +$205K +2,738 +2%
BHWA
248
Beacon Harbor Wealth Advisors
Virginia
$8.73M +$8.7M +115,994 New
AW
249
Avion Wealth
Texas
$8.7M
WLIM
250
White Lighthouse Investment Management
Massachusetts
$8.66M -$867K -11,562 -9%

BSV Hedge Fund Activity: Q4 2022 in Review

1,167 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Bond ETF (BSV) for Q4 2022, worth a combined $30.6B — up 1.5% from $30.2B a quarter earlier.

Buyers outnumbered sellers: 161 funds opened new BSV positions and 97 closed out — a net gain of 64 holders — while 346 added to existing stakes and 542 trimmed.

The largest buyer was Truepoint Inc, adding an estimated $212M. The largest seller was JP Morgan Chase, cutting an estimated $384M.

  • 1,167 institutional investors held Vanguard Short-Term Bond ETF (BSV) as of Q4 2022, up from 1,130 in Q3 2022.
  • Funds reported $30.6B of Vanguard Short-Term Bond ETF stock for Q4 2022, up 1.5% quarter-over-quarter.
  • 161 funds opened new Vanguard Short-Term Bond ETF positions in Q4 2022 and 97 closed out, a net change of +64 holders.
  • The largest Vanguard Short-Term Bond ETF buyer in Q4 2022 was Truepoint Inc, an estimated $212M added.
  • The largest Vanguard Short-Term Bond ETF seller in Q4 2022 was JP Morgan Chase, an estimated $384M sold.

Based on aggregated 13F filings for Q4 2022.