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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
ACA
651
Aptus Capital Advisors
Alabama
$1.02M -$643K -8,569 -39%
AFS
652
Annapolis Financial Services
Maryland
$1.02M -$421K -5,612 -29%
PCM
653
Pointe Capital Management
Michigan
$1.01M
IC
654
IEQ Capital
California
$1.01M +$6K +80 +0.6%
FA
655
FDx Advisors
Illinois
$1M -$357K -4,763 -26%
MAM
656
Marquette Asset Management
Minnesota
$1M -$20.6M -273,918 -95%
SB
657
Strategic Blueprint
Georgia
$996K -$58.2K -776 -6%
PWG
658
Private Wealth Group
Florida
$982K -$17.6K -234 -2%
EL
659
Essex LLC
Illinois
$977K +$974K +12,980 New
FFP
660
FourThought Financial Partners
Florida
$974K +$971K +12,939 New
LWAC
661
Laurel Wealth Advisors (California)
California
$968K -$169K -2,254 -15%
SWRP
662
Summit Wealth & Retirement Planning
California
$964K -$2.7M -35,940 -74%
PAG
663
Powers Advisory Group
Illinois
$962K -$132K -1,764 -12%
IWA
664
Inspirion Wealth Advisors
Illinois
$957K -$413K -5,505 -30%
WFA
665
Wellspring Financial Advisors
Ohio
$954K +$616K +8,217 +185%
LIA
666
LBMC Investment Advisors
Tennessee
$952K -$68.3K -911 -7%
MA
667
Mangham Associates
Virginia
$950K -$15.2K -202 -2%
EWA
668
Exencial Wealth Advisors
Oklahoma
$945K +$96K +1,280 +11%
WAP
669
Wealthcare Advisory Partners
Pennsylvania
$940K +$309K +4,121 +49%
AF
670
Advisornet Financial
Minnesota
$937K +$399K +5,325 +75%
VWA
671
Visionary Wealth Advisors
Illinois
$935K -$235K -3,132 -20%
WTA
672
Washington Trust Advisors
Massachusetts
$925K -$514K -6,850 -36%
BAM
673
Belpointe Asset Management
Nevada
$921K +$8.4K +112 +0.9%
LW
674
Linscomb Wealth
Texas
$919K -$140K -1,872 -13%
EPA
675
Element Pointe Advisors
Florida
$918K +$169K +2,256 +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.