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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
WDC
301
Woodward Diversified Capital
California
$6.22M -$6.5M -86,610 -51%
SIA
302
SeaBridge Investment Advisors
New Jersey
$6.19M -$1.32M -17,607 -18%
SFG
303
Sovereign Financial Group
Connecticut
$6.16M -$1.41M -18,813 -19%
FAN
304
Financial Advisors Network
California
$6.12M +$28.5K +380 +0.5%
CAM
305
Cresset Asset Management
Illinois
$6.11M -$3.27M -43,538 -34%
CWM
306
Cranbrook Wealth Management
Michigan
$6.05M +$19.2K +256 +0.3%
RLWM
307
RF&L Wealth Management
Massachusetts
$6.03M +$6.01M +80,079 New
CWM
308
Concentric Wealth Management
California
$5.97M -$682K -9,087 -10%
MWM
309
McNaughton Wealth Management
California
$5.94M -$34.2K -456 -0.6%
KJWM
310
Kiley Juergens Wealth Management
Washington
$5.93M -$622K -8,293 -10%
CCG
311
Chatham Capital Group
Georgia
$5.92M -$719K -9,580 -11%
NA
312
NewEdge Advisors
Louisiana
$5.92M -$184K -2,448 -2%
MWP
313
Moller Wealth Partners
$5.91M +$208K +2,769 +4%
LA
314
Legacy Advisors
Pennsylvania
$5.9M +$5.88M +78,384 New
EFG
315
Everhart Financial Group
Ohio
$5.84M +$5.5M +73,246 +1,700%
TNB
316
Thomasville National Bank
Georgia
$5.82M -$1.12M -14,972 -16%
FNBT
317
FineMark National Bank & Trust
Florida
$5.78M -$777K -10,355 -12%
WA
318
Wealth Architects
California
$5.77M -$596K -7,939 -9%
PFG
319
PAX Financial Group
Texas
$5.71M +$503K +6,706 +10%
AWM
320
Avior Wealth Management
Nebraska
$5.62M -$63.9K -852 -1%
SFP
321
Shepherd Financial Partners
Massachusetts
$5.61M +$570K +7,593 +11%
LSA
322
Lansing Street Advisors
Pennsylvania
$5.58M -$103K -1,378 -2%
KPWS
323
Kestra Private Wealth Services
Texas
$5.53M +$301K +4,009 +6%
OPWM
324
Oakwell Private Wealth Management
Texas
$5.52M -$170K -2,272 -3%
OAM
325
Occidental Asset Management
California
$5.5M -$1.87M -24,905 -25%

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.