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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
CANC
276
Culbertson A N & Co
Virginia
$7.15M -$27.8K -370 -0.4%
SW
277
SVB Wealth
Massachusetts
$7.12M +$19.1K +254 +0.3%
BMD
278
Better Money Decisions
New Mexico
$7.05M +$7.03M +93,672 New
IAN
279
Integrated Advisors Network
Texas
$6.88M -$122K -1,629 -2%
CCM
280
Crabel Capital Management
California
$6.85M +$6.83M +91,022 New
EWA
281
EverSource Wealth Advisors
Alabama
$6.83M +$2.77M +36,970 +69%
RG
282
Rathbones Group
United Kingdom
$6.78M -$285K -3,802 -4%
DFC
283
DBK Financial Counsel
Ohio
$6.78M +$545K +7,268 +9%
JWCA
284
J.W. Cole Advisors
Florida
$6.73M -$466K -6,206 -6%
FW
285
Fidato Wealth
Ohio
$6.72M +$47.4K +632 +0.7%
PIMG
286
Patriot Investment Management Group
Tennessee
$6.67M -$1.05M -13,995 -14%
ZC
287
Zeit Capital
Colorado
$6.66M -$2.02M -26,871 -23%
SC
288
Scotia Capital
Ontario, Canada
$6.61M +$375K +4,992 +6%
IA
289
IFG Advisory
Georgia
$6.58M -$3.22M -42,962 -33%
PMA
290
Prudent Man Advisors
Illinois
$6.52M +$135K +1,795 +2%
SJIA
291
St. James Investment Advisors
New York
$6.51M +$2.49M +33,248 +62%
TCOV
292
Trust Company of Vermont
Vermont
$6.46M -$947K -12,624 -13%
HHRDM
293
H&H Retirement Design & Management
Nevada
$6.41M -$139K -1,850 -2%
RC
294
Roundview Capital
New Jersey
$6.38M -$2.48M -33,099 -28%
RWM
295
Rockwood Wealth Management
Pennsylvania
$6.38M +$1.95M +26,030 +44%
EWMCB
296
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$6.26M +$34.4K +459 +0.6%
HNB
297
Huntington National Bank
Ohio
$6.26M
RIA
298
Regal Investment Advisors
Michigan
$6.25M +$1.39M +18,564 +29%
WF
299
Welch & Forbes
Massachusetts
$6.24M -$926K -12,342 -13%
CAM
300
Clark Asset Management
New Hampshire
$6.23M +$6.2M +82,699 New

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.