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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
EPP
451
ETF Portfolio Partners
Kansas
$2.84M +$162K +2,154 +6%
WEG
452
World Equity Group
Illinois
$2.83M -$7.73K -103 -0.3%
MHR
453
Matthew Hamilton Rosenberg
$2.82M +$33.2K +442 +1%
CCM
454
Coldstream Capital Management
Washington
$2.78M +$2.77M +36,874 New
AWS
455
AJ Wealth Strategies
New York
$2.77M -$4.24M -56,536 -61%
ACM
456
AUA Capital Management
Pennsylvania
$2.76M -$18.1K -241 -0.7%
LBC
457
Lawrence B. Cohen
$2.76M +$2.75M +36,614 New
ANTB
458
AMG National Trust Bank
Colorado
$2.74M -$1.27M -16,937 -32%
CIAS
459
CBIZ Investment Advisory Services
Ohio
$2.74M +$2.73M +36,350 New
BST
460
Bath Savings Trust
Maine
$2.73M -$95.7K -1,275 -3%
MCM
461
Mengis Capital Management
Oregon
$2.72M +$365K +4,869 +16%
FA
462
FC Advisory
Pennsylvania
$2.71M +$467K +6,231 +21%
AIS
463
American Investment Services
Massachusetts
$2.71M -$37.8K -504 -1%
IWM
464
IHT Wealth Management
Illinois
$2.7M +$2.23M +29,785 +492%
SWP
465
Summit Wealth Partners
Florida
$2.68M -$336K -4,474 -11%
CMBA
466
C.M. Bidwell & Associates
Hawaii
$2.67M +$68.8K +917 +3%
FIB
467
First Interstate Bank
Montana
$2.67M -$7.65K -102 -0.3%
CWM
468
CIBC World Markets
New York
$2.67M +$2.66M +35,500 New
TWA
469
Trellis Wealth Advisors
California
$2.65M +$2.64M +35,250 New
LAS
470
Lloyd Advisory Services
Georgia
$2.65M +$32.5K +433 +1%
Lazard Asset Management
471
Lazard Asset Management
New York
$2.64M
FPCG
472
Forum Private Client Group
Indiana
$2.63M -$41.7K -556 -2%
TWC
473
TD Waterhouse Canada
Ontario, Canada
$2.59M -$457K -6,095 -15%
GRP
474
Global Retirement Partners
California
$2.59M +$142K +1,894 +6%
HDIM
475
Hanson & Doremus Investment Management
Vermont
$2.57M -$190K -2,534 -7%

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.