Vanguard Short-Term Bond ETF
1,135 hedge funds and large institutions have $30.6B invested in Vanguard Short-Term Bond ETF in 2023 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 434 increasing their positions, 487 reducing their positions, and 82 closing their positions.
2.2% more ownership
Funds ownership: 79.35% → 81.55% (+2.2%)
4% more first-time investments, than exits
New positions opened: 85 | Existing positions closed: 82
0% less capital invested
Capital invested by funds: $30.6B → $30.6B (-$49.8M)
3% less funds holding
Funds holding: 1,168 → 1,135 (-33)
11% less repeat investments, than reductions
Existing positions increased: 434 | Existing positions reduced: 487
11% less funds holding in top 10
Funds holding in top 10: 172 → 153 (-19)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$432M |
| 2 |
Mercer Global Advisors
Denver,
Colorado
|
+$142M |
| 3 |
SWG
Summit Wealth Group
White River Junction,
Vermont
|
+$127M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$91.3M |
| 5 |
EA
Efficient Advisors
Mason,
Ohio
|
+$48.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VOYA Investment Management
Atlanta,
Georgia
|
-$141M |
| 2 |
MFG
Merit Financial Group
Alpharetta,
Georgia
|
-$109M |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
-$91.5M |
| 4 |
APP
Avantax Planning Partners
Dubuque,
Iowa
|
-$84.1M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$66.7M |
BSV Hedge Fund Activity: Q1 2023 in Review
1,135 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Bond ETF (BSV) for Q1 2023, worth a combined $30.6B — down 0.16% from $30.6B a quarter earlier.
Buyers outnumbered sellers: 85 funds opened new BSV positions and 82 closed out — a net gain of 3 holders — while 434 added to existing stakes and 487 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $432M. The largest seller was VOYA Investment Management, cutting an estimated $141M.
- 1,135 institutional investors held Vanguard Short-Term Bond ETF (BSV) as of Q1 2023, down from 1,168 in Q4 2022.
- Funds reported $30.6B of Vanguard Short-Term Bond ETF stock for Q1 2023, down 0.16% quarter-over-quarter.
- 85 funds opened new Vanguard Short-Term Bond ETF positions in Q1 2023 and 82 closed out, a net change of +3 holders.
- The largest Vanguard Short-Term Bond ETF buyer in Q1 2023 was JP Morgan Chase, an estimated $432M added.
- The largest Vanguard Short-Term Bond ETF seller in Q1 2023 was VOYA Investment Management, an estimated $141M sold.
Based on aggregated 13F filings for Q1 2023.