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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
WWM
251
Windsor Wealth Management
Indiana
$8.61M +$481K +6,417 +6%
SCA
252
Sandy Cove Advisors
Massachusetts
$8.59M -$3.47M -46,277 -29%
GSWM
253
Greenup Street Wealth Management
Michigan
$8.57M -$97.3K -1,297 -1%
CIA
254
Capital Investment Advisors
Georgia
$8.55M -$413K -5,503 -5%
AAP
255
Arax Advisory Partners
Colorado
$8.55M -$271K -3,607 -3%
BL
256
BFSG LLC
California
$8.44M +$2.05M +27,376 +32%
MC
257
Minot Capital
Colorado
$8.39M
CFGS
258
Concourse Financial Group Securities
Alabama
$8.35M -$292K -3,891 -3%
HFRG
259
Houlihan Financial Resource Group
Virginia
$8.21M -$206K -2,743 -2%
RWM
260
Refined Wealth Management
Utah
$8.14M +$291K +3,881 +4%
SFA
261
Souders Financial Advisors
Ohio
$8.13M +$660K +8,801 +9%
EA
262
Echo45 Advisors
California
$8.13M +$180K +2,401 +2%
DE
263
Day & Ennis
Georgia
$8.11M -$1.39M -18,515 -15%
Thrivent Financial for Lutherans
264
Thrivent Financial for Lutherans
Minnesota
$8.11M +$291K +3,881 +4%
PF
265
Parker Financial
Washington
$8.08M +$8.06M +107,495 New
MA
266
Mutual Advisors
Nebraska
$7.8M +$946K +12,609 +14%
APC
267
Aspire Private Capital
North Carolina
$7.74M -$77.4K -1,032 -1%
PFO
268
Pathstone Family Office
New Jersey
$7.71M +$892K +11,890 +119%
ACA
269
Affinity Capital Advisors
California
$7.57M -$3.77M -50,287 -33%
CA
270
Continuum Advisory
Idaho
$7.44M -$234K -3,124 -3%
Natixis Advisors
271
Natixis Advisors
Massachusetts
$7.42M +$901K +12,010 +14%
Jane Street
272
Jane Street
New York
$7.4M -$136M -1,811,134 -95%
VF
273
Vawter Financial
Ohio
$7.24M +$7.21M +96,134 New
AFS
274
Axiom Financial Strategies
Indiana
$7.23M +$55.9K +745 +0.8%
DCM
275
Disciplina Capital Management
Tennessee
$7.22M +$355K +4,730 +5%

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.