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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
SWA
476
Stratos Wealth Advisors
Ohio
$2.53M -$299K -3,989 -11%
CCB
477
Country Club Bank
Missouri
$2.51M -$1.07M -14,277 -30%
SWP
478
Strategic Wealth Partners
Ohio
$2.51M -$823K -10,969 -25%
SSW
479
Stone Summit Wealth
Florida
$2.49M +$235K +3,132 +10%
SI
480
Stephens Inc
Arkansas
$2.44M -$772K -10,291 -24%
FFA
481
Farther Finance Advisors
California
$2.43M +$2.42M +32,300 New
VC
482
Veery Capital
Delaware
$2.39M -$8.4K -112 -0.4%
LHEI
483
Leo H. Evart Inc
California
$2.39M -$1.61M -21,495 -40%
DP
484
Denver PWM
Colorado
$2.39M +$1.43M +19,044 +150%
FLI
485
Family Legacy Inc
South Carolina
$2.37M -$155K -2,069 -6%
SC
486
Stephens Consulting
Michigan
$2.34M +$2.15M +28,682 +1,167%
SIC
487
Schwartz Investment Counsel
Michigan
$2.31M -$500K -6,665 -18%
Fiera Capital (Canada)
488
Fiera Capital (Canada)
Quebec, Canada
$2.29M -$123K -1,638 -5%
WS
489
Wedbush Securities
California
$2.28M -$513K -6,839 -18%
PCWA
490
Pacific Capital Wealth Advisors
California
$2.26M -$230K -3,066 -9%
Mirae Asset Global Investments
491
Mirae Asset Global Investments
South Korea
$2.26M
IF
492
Insight Folios
North Carolina
$2.22M -$920K -12,257 -29%
SCA
493
STALEY CAPITAL ADVISERS
Pennsylvania
$2.21M -$304K -4,050 -12%
SFP
494
Sterling Financial Planning
New Jersey
$2.21M +$1.11M +14,729 +101%
PMG
495
ProVise Management Group
Florida
$2.21M -$101K -1,346 -4%
RFC
496
Regions Financial Corp
Alabama
$2.18M -$1.11M -14,812 -34%
AF
497
Apexium Financial
Texas
$2.18M +$60.9K +812 +3%
MW
498
MBL Wealth
North Carolina
$2.17M -$2.68M -35,725 -55%
PL
499
Plancorp LLC
Missouri
$2.16M -$379K -5,049 -15%
MW
500
Marcum Wealth
Ohio
$2.15M +$154K +2,053 +8%

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.