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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
Stifel Financial
51
Stifel Financial
Missouri
$70.4M -$24.6M -328,321 -26%
VA
52
Valmark Advisers
Ohio
$66.2M +$1.36M +18,153 +2%
HCM
53
Hilton Capital Management
New York
$65.4M
MML Investors Services
54
MML Investors Services
Massachusetts
$64.3M -$7.48M -99,683 -10%
CWM
55
Campbell Wealth Management
Virginia
$61.1M +$2.74M +36,575 +5%
FCH
56
Freestone Capital Holdings
Washington
$58.9M -$5.37M -71,542 -8%
AC
57
Apella Capital
Connecticut
$58.2M +$14.3M +190,547 +33%
Citigroup
58
Citigroup
New York
$57.6M -$2.22M -29,553 -4%
VFP
59
Verus Financial Partners
Virginia
$56.9M -$2.32M -30,892 -4%
EC
60
Estate Counselors
Wisconsin
$56.4M -$38.6M -513,873 -41%
AAS
61
Ameritas Advisory Services
Nebraska
$56M +$3.88M +51,731 +7%
CCM
62
Carlson Capital Management
Minnesota
$55.9M +$7.16M +95,416 +15%
Janney Montgomery Scott
63
Janney Montgomery Scott
Pennsylvania
$55.5M -$990K -13,193 -2%
DPI
64
Diversified Portfolios Inc
Michigan
$55.3M +$475K +6,333 +0.9%
IWM
65
Integris Wealth Management
California
$54.1M +$53.9M +718,475 New
PNC Financial Services Group
66
PNC Financial Services Group
Pennsylvania
$53.6M +$4.69M +62,537 +10%
KAS
67
Kestra Advisory Services
Texas
$52M +$4.42M +58,928 +9%
LWMG
68
Levy Wealth Management Group
Pennsylvania
$51.1M +$3.92M +52,308 +8%
TPCW
69
TD Private Client Wealth
New York
$51M +$14.2M +189,159 +39%
TCM
70
TD Capital Management
Tennessee
$49.9M -$8.43M -112,309 -14%
JC
71
Jentner Corp
Ohio
$46.7M -$1.55M -20,635 -3%
GAM
72
Gemmer Asset Management
California
$46.4M -$4.67M -62,281 -9%
TFA
73
Tranquilli Financial Advisor
New Jersey
$46.2M -$10.8M -144,228 -19%
US Bancorp
74
US Bancorp
Minnesota
$43.6M +$3.5M +46,633 +9%
PP
75
PrairieView Partners
Minnesota
$43.3M +$1.05M +13,991 +2%

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.