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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
TWA
751
TCI Wealth Advisors
Arizona
$624K +$88K +1,173 +16%
AAM
752
Autus Asset Management
Arizona
$622K +$2.48K +33 +0.4%
BAMG
753
Brand Asset Management Group
Missouri
$616K +$99K +1,319 +19%
WIA
754
World Investment Advisors
California
$609K -$140K -1,869 -19%
WA
755
Wealthstream Advisors
New York
$608K +$404K +5,389 +201%
IFO
756
Independent Family Office
New York
$605K -$321K -4,280 -35%
CB
757
Community Bank
New York
$603K +$85.5K +1,140 +17%
FDCDDQ
758
Federation des caisses Desjardins du Quebec
Quebec, Canada
$602K +$65.6K +875 +12%
Luther King Capital Management (LKCM)
759
Luther King Capital Management (LKCM)
Texas
$601K
AWM
760
Axxcess Wealth Management
California
$595K -$1.31M -17,416 -69%
HCP
761
Holt Capital Partners
Texas
$593K -$420K -5,600 -42%
HI
762
Harbour Investments
Wisconsin
$588K +$153K +2,034 +35%
SBH
763
Segall Bryant & Hamill
Illinois
$582K -$123K -1,633 -17%
AIM
764
Anchor Investment Management
South Carolina
$581K -$138K -1,842 -19%
BAM
765
BOS Asset Management
Illinois
$580K +$578K +7,707 New
BFM
766
Boston Financial Management
Massachusetts
$577K -$471K -6,272 -45%
MPCL
767
My Personal CFO LLC
Washington
$576K -$1.13M -15,008 -79%
TSS
768
Two Sigma Securities
New York
$575K +$92.4K +1,231 +19%
DSC
769
Duncker Streett & Co
Missouri
$573K
MRWM
770
ML&R Wealth Management
Texas
$569K -$22.7K -303 -4%
RPGK
771
Retirement Planning Group (Kansas)
Kansas
$569K -$10.4K -139 -2%
WIC
772
Woodmont Investment Counsel
Tennessee
$568K -$84.4K -1,125 -13%
NB
773
Nicolet Bankshares
Wisconsin
$566K +$564K +7,512 New
PPP
774
Private Portfolio Partners
New Jersey
$565K -$83.5K -1,113 -13%
PIA
775
Perennial Investment Advisors
California
$563K +$180K +2,397 +47%

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.