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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
MSFS
626
Main Street Financial Solutions
Pennsylvania
$1.15M -$632K -8,419 -35%
AssetMark Inc
627
AssetMark Inc
California
$1.15M +$283K +3,771 +33%
WB
628
WesBanco Bank
West Virginia
$1.12M +$35.8K +477 +3%
AIC
629
Argus Investors Counsel
New York
$1.12M
OIA
630
OneDigital Investment Advisors
Kansas
$1.12M +$675 +9 +0.1%
SGCA
631
Steel Grove Capital Advisors
Tennessee
$1.11M -$603K -8,040 -35%
FPCM
632
Financial Partners Capital Management
New York
$1.1M -$375 -5 -0%
WWM
633
Western Wealth Management
Colorado
$1.1M -$1.67M -22,257 -60%
CWR
634
Chico Wealth RIA
California
$1.09M +$15.9K +212 +1%
EWM
635
Empirical Wealth Management
Washington
$1.09M -$439K -5,848 -29%
NCM
636
Neumann Capital Management
California
$1.09M +$326K +4,350 +43%
PO
637
Private Ocean
California
$1.08M +$1.08M +14,362 New
USCWA
638
U.S. Capital Wealth Advisors
Texas
$1.07M -$63.2K -842 -6%
WB
639
Webster Bank
Connecticut
$1.07M -$25.1K -335 -2%
KFS
640
Kelly Financial Services
Massachusetts
$1.07M -$20K -267 -2%
KeyBank National Association
641
KeyBank National Association
Ohio
$1.07M +$38K +507 +4%
ECG
642
EPIQ Capital Group
California
$1.06M +$1.06M +14,123 New
AIM
643
Alhambra Investment Management
Florida
$1.05M -$375K -4,996 -26%
TIA
644
Tiemann Investment Advisors
California
$1.05M +$1.04M +13,907 New
AWM
645
Apollon Wealth Management
South Carolina
$1.05M +$152K +2,031 +17%
SHFA
646
SC&H Financial Advisors
Maryland
$1.04M +$230K +3,067 +29%
SIM
647
Stratos Investment Management
Ohio
$1.04M -$186K -2,481 -15%
MWM
648
Meritas Wealth Management
California
$1.02M +$1.02M +13,599 New
AIFAIM
649
American Institute for Advanced Investment Management
Arizona
$1.02M -$208K -2,772 -17%
VAS
650
Vestmark Advisory Solutions
Massachusetts
$1.02M -$163K -2,173 -14%

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.