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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
FA
526
Fagan Associates
New York
$1.92M -$71.8K -957 -4%
MGIA
527
Moneta Group Investment Advisors
Missouri
$1.92M +$55.5K +740 +3%
NFG
528
Nations Financial Group
Iowa
$1.9M -$5.63K -75 -0.3%
EBSAM
529
Eubel Brady & Suttman Asset Management
Ohio
$1.88M +$1.88M +25,024 New
IPW
530
Invictus Private Wealth
Colorado
$1.87M +$1.86M +24,797 New
BS
531
Boenning & Scattergood
Pennsylvania
$1.85M +$598K +7,975 +50%
PFS
532
Prospera Financial Services
Texas
$1.84M +$402K +5,354 +28%
RAG
533
RIA Advisory Group
Iowa
$1.84M +$1.84M +24,462 New
PWP
534
Perfromance Wealth Partners
Illinois
$1.84M +$722K +9,624 +65%
AIM
535
AHL Investment Management
Florida
$1.83M +$825K +10,994 +82%
HWA
536
Hillcrest Wealth Advisors
New Jersey
$1.82M -$56.3K -750 -3%
CAL
537
Capital Analysts LLC
Pennsylvania
$1.81M -$10.7M -141,999 -86%
KA
538
Kovack Advisors
Florida
$1.79M +$15.9K +212 +0.9%
KDA
539
Kraft Davis & Associates
Missouri
$1.79M +$1.78M +23,772 New
RCAG
540
Rehmann Capital Advisory Group
Michigan
$1.78M -$40.9K -545 -2%
CA
541
Calton & Associates
Florida
$1.75M +$218K +2,903 +14%
EAM
542
Evanson Asset Management
California
$1.73M -$431K -5,740 -20%
FAM
543
Frontier Asset Management
Wyoming
$1.72M +$927K +12,361 +118%
IP
544
Investment Partners
Ohio
$1.71M -$235K -3,133 -12%
HR
545
Hardy Reed
Mississippi
$1.71M +$211K +2,811 +14%
LFG
546
Larson Financial Group
Missouri
$1.7M +$49.6K +661 +3%
FHA
547
Flagship Harbor Advisors
Massachusetts
$1.7M -$376K -5,006 -18%
BS
548
Banco Santander
Spain
$1.69M -$3.98K -53 -0.2%
SCP
549
Seizert Capital Partners
Michigan
$1.69M -$180K -2,403 -10%
SPIA
550
Steward Partners Investment Advisory
New York
$1.69M -$217K -2,898 -11%

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.