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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
BFEC
376
Benjamin F. Edwards & Company
Missouri
$4.16M -$430K -5,734 -9%
TFM
377
TFC Financial Management
Massachusetts
$4.13M +$1.44M +19,214 +54%
HCM
378
Hollencrest Capital Management
California
$4.09M +$2.07M +27,552 +103%
WTB
379
Washington Trust Bank
Washington
$4.08M +$648K +8,638 +19%
PFPT
380
Pinnacle Financial Partners (Tennessee)
Tennessee
$4.06M -$22.1K -295 -0.5%
GVAG
381
Great Valley Advisor Group
Delaware
$4.03M -$81.3K -1,084 -2%
LSAG
382
Lake Street Advisors Group
New Hampshire
$4.03M +$1M +13,350 +33%
SWM
383
Selective Wealth Management
Virginia
$4.03M -$4.62M -61,533 -54%
GL
384
Graypoint LLC
New York
$4M -$214K -2,846 -5%
HTC
385
Haverford Trust Company
Pennsylvania
$4M
WS
386
Wela Strategies
Georgia
$3.98M -$231K -3,080 -6%
AIM
387
Allen Investment Management
New York
$3.96M -$69.8K -930 -2%
SCA
388
Stokes Capital Advisors
South Carolina
$3.93M -$209K -2,783 -5%
GAM
389
Gotham Asset Management
New York
$3.89M -$120K -1,601 -3%
CSPIA
390
Cary Street Partners Investment Advisory
Virginia
$3.81M -$62.2K -829 -2%
AWA
391
Alta Wealth Advisors
Massachusetts
$3.79M -$72.3K -964 -2%
SFA
392
Semmax Financial Advisors
North Carolina
$3.77M -$440K -5,867 -11%
PSCM
393
Per Stirling Capital Management
Texas
$3.72M +$3.7M +49,360 New
RWI
394
Red Wave Investments
Pennsylvania
$3.69M -$796K -10,614 -18%
AA
395
Alesco Advisors
New York
$3.67M -$1.04M -13,870 -22%
IA
396
IFP Advisors
Florida
$3.67M -$495K -6,604 -13%
P
397
Pitcairn
Pennsylvania
$3.62M +$3.61M +48,109 New
GWSA
398
Global Wealth Strategies & Associates
Colorado
$3.61M +$3.6M +47,971 New
Deutsche Bank
399
Deutsche Bank
Germany
$3.59M -$243K -3,233 -6%
PG
400
Prostatis Group
Maryland
$3.59M -$156K -2,076 -4%

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.