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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
EWM
351
Evergreen Wealth Management
Michigan
$4.79M +$4.78M +63,692 New
SWM
352
Spire Wealth Management
Virginia
$4.78M -$1.78M -23,758 -27%
UA
353
Unison Advisors
District of Columbia
$4.76M -$2.71M -36,126 -36%
WFAG
354
Wescott Financial Advisory Group
Pennsylvania
$4.76M -$1.21M -16,132 -20%
BEI
355
Benjamin Edwards Inc
Missouri
$4.76M +$772K +10,292 +19%
ONB
356
Old National Bancorp
Indiana
$4.76M +$428K +5,702 +10%
VCAM
357
Van Cleef Asset Management
Ohio
$4.74M -$968K -12,900 -17%
AWA
358
Archvest Wealth Advisors
California
$4.69M -$89.4K -1,191 -2%
ACG
359
Allen Capital Group
Nebraska
$4.69M +$4.67M +62,240 New
BTIM
360
BancFirst Trust & Investment Management
Oklahoma
$4.68M -$33.1K -441 -0.7%
PWM
361
Perigon Wealth Management
California
$4.63M -$1.16M -15,474 -20%
AIM
362
Acropolis Investment Management
Missouri
$4.63M -$3.65M -48,653 -44%
HIM
363
Hanlon Investment Management
New Jersey
$4.45M -$99.2K -1,322 -2%
SC
364
Slow Capital
California
$4.43M +$145K +1,929 +3%
IA
365
IFG Advisors
Missouri
$4.42M +$1.32M +17,583 +43%
WCM
366
Washington Capital Management
Washington
$4.4M +$2.18M +29,000 +98%
FTS
367
Fifth Third Securities
Ohio
$4.39M -$1.32M -17,601 -23%
IIC
368
Integrated Investment Consultants
Michigan
$4.39M -$381K -5,077 -8%
PP
369
Prosperity Planning
Missouri
$4.38M
FAIM
370
Financial Advocates Investment Management
Washington
$4.37M +$965K +12,866 +28%
BFPW
371
BOK Financial Private Wealth
Colorado
$4.37M -$994K -13,250 -19%
EB
372
Eastern Bank
Massachusetts
$4.37M -$1.27K -17 -0%
HIA
373
HTG Investment Advisors
Connecticut
$4.33M +$4.32M +57,558 New
PFBT
374
Parkside Financial Bank & Trust
Missouri
$4.33M +$1.21M +16,153 +39%
WT
375
Whittier Trust
California
$4.24M -$364K -4,855 -8%

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.