We are live on ! Find out more
BSV icon

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
AACR
401
ACR Alpine Capital Research
Missouri
$3.56M -$404K -5,389 -10%
FI
402
FIDELIS iM
Oregon
$3.56M -$122K -1,624 -3%
NWM
403
Northwest Wealth Management
Iowa
$3.54M +$33.7K +449 +1%
SF
404
Synovus Financial
Georgia
$3.5M +$950K +12,663 +37%
HP
405
Hilltop Partners
Indiana
$3.49M +$3.47M +46,310 New
ATPW
406
Ashton Thomas Private Wealth
Arizona
$3.48M -$417K -5,558 -11%
FWM
407
Forza Wealth Management
Florida
$3.47M +$3.46M +46,062 New
1WA
408
180 Wealth Advisors
Washington
$3.47M -$431K -5,749 -11%
RRCM
409
Rappaport Reiches Capital Management
Illinois
$3.42M -$732K -9,753 -18%
FA
410
Flagstar Advisors
New York
$3.42M +$34.7K +462 +1%
BIA
411
BHK Investment Advisors
Alabama
$3.42M -$466K -6,205 -12%
SIA
412
Strategic Investment Advisors
Michigan
$3.4M -$792K -10,551 -19%
HPC
413
HM Payson & Co
Maine
$3.39M -$469K -6,257 -12%
CCM
414
Colorado Capital Management
Colorado
$3.36M -$279K -3,713 -8%
CG
415
Colony Group
Massachusetts
$3.33M +$61.1K +814 +2%
TT
416
TI-Trust
Illinois
$3.31M -$61.1K -815 -2%
MPWT
417
MassMutual Private Wealth & Trust
Connecticut
$3.29M -$145K -1,933 -4%
PA
418
PFG Advisors
Arizona
$3.28M +$1.34M +17,815 +69%
EG
419
Enstar Group
Bermuda
$3.27M -$953K -12,700 -23%
AM
420
AGF Management
Ontario, Canada
$3.26M +$3.25M +43,360 New
ACA
421
Anchor Capital Advisors
Massachusetts
$3.25M
AOWM
422
Alpha Omega Wealth Management
Virginia
$3.21M -$433K -5,778 -12%
Wealthfront Advisers
423
Wealthfront Advisers
California
$3.19M +$1.58M +21,091 +99%
BF
424
BOK Financial
Oklahoma
$3.17M +$252K +3,354 +9%
REMPR
425
Roof Eidam Maycock Peralta (REMP)
California
$3.15M -$3.76M -50,108 -54%

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.