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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
HCM
726
Howland Capital Management
Massachusetts
$719K
SC
727
Schiavi & Co
Delaware
$718K
AIC
728
Archer Investment Corporation
Indiana
$708K +$8.7K +116 +1%
CAAM
729
Cornerstone Advisors Asset Management
Pennsylvania
$704K +$701K +9,350 New
HWA
730
HCR Wealth Advisors
California
$702K -$150K -2,000 -18%
FWP
731
FAS Wealth Partners
Kansas
$701K -$1.52M -20,302 -69%
MWM
732
Merriman Wealth Management
Washington
$700K -$26.9K -358 -4%
EW
733
Evoke Wealth
California
$696K
WHG
734
Westwood Holdings Group
Texas
$695K -$904K -12,045 -57%
RIA
735
Realta Investment Advisors
Delaware
$693K -$43.1K -575 -6%
Franklin Resources
736
Franklin Resources
California
$688K +$6.45K +86 +1%
LWCFA
737
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$682K
BFG
738
Berger Financial Group
Minnesota
$682K -$4.73K -63 -0.7%
MECA
739
Miller Equity Capital Advisors
Texas
$681K -$1.47M -19,610 -68%
Bank Julius Baer & Co
740
Bank Julius Baer & Co
Switzerland
$678K +$10.7K +142 +2%
SFS
741
Summit Financial Strategies
Ohio
$669K +$22.5K +300 +3%
SIA
742
Soltis Investment Advisors
Utah
$664K -$358K -4,769 -35%
AR
743
Apeiron RIA
Texas
$660K -$84.4K -1,125 -11%
MA
744
MBA Advisors
Pennsylvania
$658K -$52.1K -694 -7%
FWIA
745
Fort Washington Investment Advisors
Ohio
$654K +$252K +3,364 +63%
MAS
746
Madden Advisory Services
Florida
$646K +$80.7K +1,076 +14%
VWA
747
VERITY Wealth Advisors
United States
$643K +$75 +1 +0%
JHCP
748
Jackson Hole Capital Partners
Oklahoma
$637K
RT
749
Rockland Trust
Massachusetts
$626K +$624K +8,314 New
MFT
750
Moisand Fitzgerald Tamayo
Florida
$625K -$2.25K -30 -0.4%

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.