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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
DWA
326
Delap Wealth Advisory
Oregon
$5.47M +$5.45M +72,609 New
SPC
327
Sigma Planning Corp
Michigan
$5.46M -$293K -3,902 -5%
KAH
328
Kathryn A. Hall
$5.45M -$1.98M -26,380 -27%
ACM
329
AlphaStar Capital Management
North Carolina
$5.45M -$11.2K -149 -0.2%
TH
330
TCTC Holdings
Texas
$5.45M -$630K -8,400 -10%
MMRF
331
Michelson Medical Research Foundation
California
$5.42M +$5.4M +71,965 New
SWM
332
Soundmark Wealth Management
Washington
$5.42M +$952K +12,686 +21%
NCM
333
New Capital Management
Texas
$5.4M -$847K -11,296 -14%
PFA
334
Pure Financial Advisors
California
$5.38M +$5.36M +71,400 New
EP
335
Essential Planning
New Hampshire
$5.34M +$5.38M +71,709 New
OAM
336
Oppenheimer Asset Management
New York
$5.24M +$544K +7,248 +12%
BOH
337
Bank of Hawaii
Hawaii
$5.16M -$592K -7,891 -10%
FIM
338
Freedom Investment Management
Connecticut
$5.16M -$427K -5,689 -8%
Brown Advisory
339
Brown Advisory
Maryland
$5.13M +$4.46M +59,492 +691%
LL
340
LWMG LLC
Minnesota
$5.1M +$5.08M +67,701 New
ASN
341
Advisory Services Network
Georgia
$5.09M +$202K +2,699 +4%
GM
342
GeoWealth Management
Illinois
$4.97M +$1.13M +15,085 +30%
MWM
343
Meridian Wealth Management
Kentucky
$4.97M -$41K -547 -0.8%
FHB
344
First Hawaiian Bank
Hawaii
$4.92M -$3.4M -45,259 -41%
DAS
345
Dynamic Advisor Solutions
Arizona
$4.91M +$518K +6,910 +12%
MOS
346
MGO One Seven
Ohio
$4.9M -$3.97M -52,914 -45%
GWP
347
Gateway Wealth Partners
Wisconsin
$4.87M +$4.85M +64,645 New
NG
348
Northstar Group
New York
$4.86M -$338K -4,510 -7%
PA
349
Parallel Advisors
California
$4.82M -$669K -8,919 -12%
BC
350
Burleson & Co
California
$4.81M

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.