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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
GIM
426
Goelzer Investment Management
Indiana
$3.11M +$2.79M +37,146 +894%
RIM
427
Rockbridge Investment Management
New York
$3.09M -$391K -5,218 -11%
Lido Advisors
428
Lido Advisors
California
$3.07M -$968K -12,900 -24%
BBA
429
BLB&B Advisors
Pennsylvania
$3.06M +$421K +5,614 +16%
AWA
430
Aquire Wealth Advisors
Utah
$3.05M +$22.6K +301 +0.7%
SIA
431
Sage Investment Advisers
New York
$3.04M +$3.03M +40,384 New
UB
432
UMB Bank
Missouri
$3.04M -$452K -6,031 -13%
JWS
433
Juncture Wealth Strategies
Arizona
$3M -$1.06M -14,111 -26%
CRI
434
Colonial River Investments
Virginia
$2.97M +$2.6M +34,710 +729%
CGPCS
435
Capital Group Private Client Services
California
$2.96M -$1.11M -14,784 -27%
CCA
436
Cadent Capital Advisors
Oklahoma
$2.96M -$471K -6,276 -14%
FPWM
437
FSB Premier Wealth Management
Iowa
$2.94M -$328K -4,371 -10%
LFP
438
Leeward Financial Partners
Washington
$2.93M -$642K -8,553 -18%
BFO
439
Biltmore Family Office
North Carolina
$2.93M +$2.92M +38,880 New
KWM
440
Kingsview Wealth Management
Oregon
$2.91M -$176K -2,340 -6%
EH
441
Equitable Holdings
New York
$2.9M -$395K -5,260 -12%
BCA
442
Bay Colony Advisors
Massachusetts
$2.9M -$51.3K -684 -2%
PG
443
Proffitt & Goodson
Tennessee
$2.89M -$332K -4,429 -10%
ECA
444
Elevated Capital Advisors
Utah
$2.87M +$142K +1,896 +5%
SFS
445
Sowell Financial Services
Arkansas
$2.87M +$16.7K +222 +0.6%
BIP
446
Blueprint Investment Partners
North Carolina
$2.85M -$28.7K -383 -1%
AL
447
Aspiriant LLC
California
$2.84M +$514K +6,857 +22%
TB
448
Treynor Bancshares
Iowa
$2.84M +$50.8K +677 +2%
BHWM
449
Beaird Harris Wealth Management
Texas
$2.84M +$367K +4,896 +15%
Koshinski Asset Management
450
Koshinski Asset Management
Illinois
$2.84M -$35K -466 -1%

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.