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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
WAS
576
Wealth Advisory Solutions
Indiana
$1.48M -$999K -13,311 -40%
BIG
577
Boothe Investment Group
Delaware
$1.48M -$1.65K -22 -0.1%
PG
578
Patten Group
Tennessee
$1.48M +$326K +4,339 +28%
CPG
579
Cornerstone Planning Group
New Jersey
$1.47M +$1.45M +19,321 New
OWA
580
Outlook Wealth Advisors
Texas
$1.47M -$95.4K -1,271 -6%
FRA
581
Frank Rimerman Advisors
California
$1.46M +$1.46M +19,440 New
SEP
582
Southland Equity Partners
Missouri
$1.46M -$76.4K -1,018 -5%
DIM
583
Delta Investment Management
California
$1.45M -$147K -1,963 -9%
RFP
584
RCS Financial Planning
Maryland
$1.44M +$1.44M +19,148 New
MCA
585
Maryland Capital Advisors
Maryland
$1.44M -$187K -2,493 -12%
CIBC World Market
586
CIBC World Market
Ontario, Canada
$1.42M -$25.7K -342 -2%
ALWM
587
Andrews Lucia Wealth Management
California
$1.41M -$84K -1,120 -6%
3LCM
588
3D/L Capital Management
Connecticut
$1.4M +$52.7K +703 +4%
Renaissance Technologies
589
Renaissance Technologies
New York
$1.4M -$3.88M -51,690 -74%
MWM
590
Maripau Wealth Management
Indiana
$1.4M +$91.6K +1,221 +7%
FNBOO
591
First National Bank of Omaha
Nebraska
$1.39M +$647K +8,623 +87%
AWA
592
Aletheian Wealth Advisors
Washington
$1.39M +$33.6K +448 +2%
CF
593
Centaurus Financial
California
$1.39M -$7.99M -106,538 -85%
BG
594
Benedetti & Gucer
Georgia
$1.38M -$273K -3,635 -17%
SCA
595
Snowden Capital Advisors
New York
$1.36M -$124K -1,649 -8%
EK
596
Evensky & Katz
Florida
$1.36M +$56.1K +748 +4%
WPW
597
Waldron Private Wealth
Pennsylvania
$1.35M
IFAM
598
Institutional & Family Asset Management
Colorado
$1.33M -$52.1K -694 -4%
CAMG
599
CWA Asset Management Group
Florida
$1.33M -$44.5K -593 -3%
HFS
600
Howard Financial Services
Texas
$1.32M +$20.6K +274 +2%

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.