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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
CAAS
501
Capital Asset Advisory Services
Michigan
$2.14M +$2.13M +28,454 New
WTC
502
WhitTier Trust Company
Nevada
$2.14M +$88.3K +1,177 +4%
V
503
Veritable
Delaware
$2.13M -$21.9K -292 -1%
RJT
504
Raymond James Trust
Florida
$2.13M +$167K +2,226 +9%
PWM
505
Provident Wealth Management
Tennessee
$2.09M -$129K -1,719 -6%
CC
506
Callan Capital
California
$2.08M -$83.1K -1,108 -4%
AA
507
Axiom Advisory
California
$2.07M -$180K -2,403 -8%
PCA
508
Prosperity Capital Advisors
Ohio
$2.06M +$2.05M +27,355 New
OCG
509
Opus Capital Group
Ohio
$2.05M -$15.4M -204,643 -88%
MIM
510
Moseley Investment Management
Florida
$2.05M +$44.6K +595 +2%
SW
511
SMART Wealth
Nebraska
$2.05M +$2.04M +27,217 New
PA
512
Parkside Advisors
California
$2.03M +$2.03M +27,030 New
OPA
513
Old Port Advisors
Maine
$2.02M +$373K +4,977 +23%
SFS
514
Security Financial Services
Indiana
$2.01M -$211K -2,811 -10%
EA
515
Eclectic Associates
California
$2.01M -$38.5K -513 -2%
SB
516
Simmons Bank
Arkansas
$2M -$261K -3,485 -12%
CAL
517
Capital Advisors Ltd
Ohio
$2M +$1.19M +15,839 +148%
JE
518
JMAC Enterprises
Pennsylvania
$1.99M -$235K -3,129 -11%
NL
519
Navalign LLC
California
$1.99M -$176K -2,344 -8%
WPW
520
Watershed Private Wealth
Illinois
$1.98M +$1.97M +26,261 New
SFG
521
SNS Financial Group
Minnesota
$1.97M +$370K +4,934 +23%
CPIG
522
Chicago Partners Investment Group
Illinois
$1.95M +$197K +2,624 +11%
SHWM
523
Smith & Howard Wealth Management
Georgia
$1.94M +$133K +1,770 +7%
National Bank of Canada
524
National Bank of Canada
Quebec, Canada
$1.94M -$43.5K -580 -2%
ACA
525
Atlas Capital Advisors
Wyoming
$1.92M -$9.41M -125,414 -83%

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.