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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
Ameriprise
26
Ameriprise
Minnesota
$206M -$13.7M -182,217 -6%
VOYA Investment Management
27
VOYA Investment Management
Georgia
$199M +$198M +2,638,177 New
CAPTRUST Financial Advisors
28
CAPTRUST Financial Advisors
North Carolina
$192M -$37.8M -503,511 -17%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$183M +$8.44M +112,491 +5%
Northern Trust
30
Northern Trust
Illinois
$170M +$13.1M +174,276 +8%
Corient Private Wealth
31
Corient Private Wealth
Florida
$165M +$157M +2,097,798 New
CAN
32
Cetera Advisor Networks
California
$141M +$120M +1,603,900 +596%
AWS
33
Atria Wealth Solutions
New York
$138M -$13.4M -178,236 -9%
MIS
34
Morningstar Investment Services
Illinois
$130M -$20.8M -277,603 -14%
MFG
35
Merit Financial Group
Georgia
$128M +$11.7M +156,312 +10%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$120M -$7.69M -102,515 -6%
AI
37
Atria Investments
North Carolina
$111M -$29.4M -392,106 -21%
Jones Financial Companies
38
Jones Financial Companies
Missouri
$103M -$4.25M -56,645 -4%
DADC
39
D.A. Davidson & Co
Montana
$102M -$24M -319,646 -19%
RJFSA
40
Raymond James Financial Services Advisors
Florida
$101M -$8.35M -111,291 -8%
BSW
41
Buckingham Strategic Wealth
Missouri
$101M +$3.23M +43,114 +3%
RJA
42
Raymond James & Associates
Florida
$101M -$19.9M -265,683 -17%
ST
43
Smithfield Trust
Pennsylvania
$99.9M +$4.2M +56,043 +4%
DC
44
Davenport & Co
Virginia
$94.7M -$1.77M -23,559 -2%
HighTower Advisors
45
HighTower Advisors
Illinois
$91.3M +$30.3M +404,173 +50%
Victory Capital Management
46
Victory Capital Management
Texas
$91.1M -$40.3M -537,346 -31%
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$88M -$13.9M -184,732 -14%
APP
48
Avantax Planning Partners
Iowa
$86.2M -$512K -6,820 -0.6%
WL
49
WIT LLC
District of Columbia
$79M -$675 -9 -0.9%
WCWM
50
Willow Creek Wealth Management
California
$70.9M +$3.68M +49,052 +5%

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.