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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
CFAM
676
Center For Asset Management
Florida
$907K -$69.3K -924 -7%
RI
677
Ridgewood Investments
New Jersey
$906K +$20.4K +272 +2%
HAFS
678
Hapanowicz & Associates Financial Services
Pennsylvania
$903K -$65.1K -868 -7%
CA
679
CoreCap Advisors
Michigan
$902K -$12.9M -171,327 -93%
LFG
680
Lockerman Financial Group
California
$901K +$90.4K +1,205 +11%
SA
681
SRH Advisors
Kansas
$896K -$50.4K -672 -5%
TCBWMS
682
Texas Capital Bank Wealth Management Services
Texas
$891K
DTC
683
Davidson Trust Company
Washington
$891K -$58.1K -775 -6%
JIC
684
Joel Isaacson & Co
New York
$876K -$77.8K -1,037 -8%
BFA
685
Beacon Financial Advisory
Ohio
$873K -$72.5K -966 -8%
BC
686
Barrett & Company
Rhode Island
$867K
SL
687
Sentinus LLC
Illinois
$864K -$2.63K -35 -0.7%
CHJWM
688
Carlton Hofferkamp & Jenks Wealth Management
Texas
$862K -$66.3K -884 -7%
FCBT
689
First Citizens Bank & Trust
North Carolina
$859K -$2.53M -33,785 -75%
SS
690
Sound Stewardship
Kansas
$857K +$855K +11,390 New
CP
691
Cumberland Partners
Ontario, Canada
$852K
SFA
692
Sequoia Financial Advisors
Ohio
$849K -$26.9K -359 -3%
CWG
693
Cornerstone Wealth Group
North Carolina
$845K -$400K -5,334 -32%
IAIM
694
International Assets Investment Management
Florida
$842K +$839K +11,188 New
VF
695
VitalStone Financial
Texas
$842K +$837K +11,161 New
CD
696
Chapin Davis
Maryland
$840K +$837K +11,156 New
ICG
697
InterOcean Capital Group
Tennessee
$839K +$836K +11,148 New
DCM
698
DGS Capital Management
New Jersey
$838K +$227K +3,025 +37%
NRI
699
NFP Retirement Inc
California
$833K +$51.4K +685 +7%
UBV
700
United Bank (Virginia)
Virginia
$831K

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.