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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
WFPG
551
Waller Financial Planning Group
Ohio
$1.66M -$365K -4,862 -18%
FANJ
552
Financial Architects (New Jersey)
New Jersey
$1.65M -$120K -1,605 -7%
GWMIA
553
Global Wealth Management Investment Advisory
Florida
$1.65M -$28.9K -385 -2%
MFWP
554
Mosaic Family Wealth Partners
Missouri
$1.63M +$1.63M +21,716 New
DI
555
Disciplined Investments
Oklahoma
$1.63M -$114K -1,517 -7%
MCM
556
Mattern Capital Management
Colorado
$1.62M -$148K -1,977 -8%
TC
557
Titleist Capital
Texas
$1.61M -$105K -1,394 -6%
CAG
558
Csenge Advisory Group
Florida
$1.61M -$19.3K -257 -1%
TFS
559
TrustCore Financial Services
Tennessee
$1.6M -$892K -11,894 -36%
IGWM
560
ICA Group Wealth Management
Colorado
$1.59M +$127K +1,695 +9%
AWP
561
Ascent Wealth Partners
New York
$1.59M -$33K -440 -2%
AWM
562
Aries Wealth Management
Maine
$1.58M -$168K -2,243 -10%
FPB
563
First PREMIER Bank
South Dakota
$1.58M +$7.65K +102 +0.5%
IFG
564
Independent Financial Group
California
$1.58M -$29.5K -393 -2%
SWA
565
Sax Wealth Advisors
New Jersey
$1.57M -$972K -12,951 -38%
JCIA
566
Jackson Creek Investment Advisors
Colorado
$1.56M +$1.56M +20,732 New
WCM
567
Weik Capital Management
Pennsylvania
$1.55M -$33.3K -444 -2%
VFM
568
Valley Financial Management
New York
$1.54M -$1.55M -20,651 -50%
AIM
569
Arcadia Investment Management
Michigan
$1.53M -$1.51M -20,130 -50%
LWM
570
Laidlaw Wealth Management
New York
$1.52M -$745K -9,930 -33%
CWA
571
Clearview Wealth Advisors
Oregon
$1.51M +$1.51M +20,118 New
Bessemer Group
572
Bessemer Group
New Jersey
$1.51M +$131K +1,751 +10%
SWP
573
Stratos Wealth Partners
Ohio
$1.5M +$111K +1,483 +8%
EWM
574
Elmwood Wealth Management
California
$1.5M -$101K -1,350 -6%
SS
575
Simplicity Solutions
Minnesota
$1.49M -$436K -5,805 -23%

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.