We are live on ! Find out more
BSV icon

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
MAM
701
McLean Asset Management
Virginia
$824K -$553K -7,371 -40%
MAM
702
McCarthy Asset Management
California
$819K +$3.6K +48 +0.4%
ZF
703
Zhang Financial
Michigan
$816K +$105K +1,397 +15%
ACI
704
Alpha Cubed Investments
California
$815K +$2.48K +33 +0.3%
BAM
705
Baldrige Asset Management
Pennsylvania
$812K -$52.3K -697 -6%
DFA
706
Delta Financial Advisors
Louisiana
$808K -$14.6K -194 -2%
KFGK
707
Keystone Financial Group (Kentucky)
Kentucky
$804K -$12.8K -171 -2%
KFP
708
KMG Fiduciary Partners
Ohio
$797K +$795K +10,593 New
ACP
709
Aveo Capital Partners
Colorado
$797K +$131K +1,752 +20%
HT
710
Headlands Technologies
Illinois
$797K +$794K +10,582 New
EFS
711
Essex Financial Services
Connecticut
$794K +$116K +1,547 +17%
CSPAM
712
Cary Street Partners Asset Management
Virginia
$781K +$396K +5,280 +104%
ATC
713
Argent Trust Co
Tennessee
$771K -$26.3K -350 -3%
ACM
714
Absolute Capital Management
Pennsylvania
$771K +$244K +3,251 +46%
BIAS
715
Beacon Investment Advisory Services
New Jersey
$767K -$5.03K -67 -0.7%
AMG
716
Asset Management Group
Connecticut
$757K +$3.53K +47 +0.5%
TA
717
Trellis Advisors
Washington
$755K -$9.38K -125 -1%
BWA
718
Blodgett Wealth Advisors
California
$753K
TA
719
TrueWealth Advisors
Alabama
$748K -$92.1K -1,228 -11%
AWA
720
Arkadios Wealth Advisors
Georgia
$748K +$458K +6,099 +159%
LIM
721
Loudon Investment Management
New Hampshire
$737K
FTA
722
Financial & Tax Architects
Missouri
$726K +$715K +9,532 New
ES
723
Eagle Strategies
New York
$724K -$75.6K -1,008 -9%
CC
724
Claybrook Capital
Massachusetts
$723K
LIG
725
Lokken Investment Group
Delaware
$722K -$58.2K -776 -7%

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.