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Vanguard Short-Term Bond ETF
BSV

Overview Fund Activity

1,132 hedge funds and large institutions have $30.6B invested in Vanguard Short-Term Bond ETF in 2023 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 433 increasing their positions, 486 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,132
Holders Change
-33
Holders Change %
-2.83%
% of All Funds
18.12%
Holding in Top 10
153
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-11.05%
% of All Funds
2.45%
New
84
Increased
433
Reduced
486
Closed
82
Calls
$268K
Puts
–
Net Calls
+$268K
Net Calls Change
-$56K

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$436M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$144M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$92.1M
4
WL
WIT LLC
District of Columbia
+$66.9M
5
EA
Efficient Advisors
Ohio
+$48.9M

Top Sellers

1
VOYA Investment Management
VOYA Investment Management
Georgia
-$142M
2
MFG
Merit Financial Group
Georgia
-$110M
3
Truist Financial
Truist Financial
North Carolina
-$92.4M
4
APP
Avantax Planning Partners
Iowa
-$84.9M
5
Bank of America
Bank of America
North Carolina
-$67.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
ECG
751
EPIQ Capital Group
California
$607K -$473K -6,184 -44%
Luther King Capital Management (LKCM)
752
Luther King Capital Management (LKCM)
Texas
$604K -$601K – –
HCP
753
Holt Capital Partners
Texas
$602K – – –
IPW
754
Intergy Private Wealth
Colorado
$595K +$45.1K +589 +8%
DSC
755
Duncker Streett & Co
Missouri
$582K – – –
MFT
756
Moisand Fitzgerald Tamayo
Florida
$580K -$55.1K -720 -9%
SBH
757
Segall Bryant & Hamill
Illinois
$578K -$13.3K -174 -2%
RPGK
758
Retirement Planning Group (Kansas)
Kansas
$578K – – –
CCFM
759
Clear Creek Financial Management
Washington
$574K +$574K +7,505 New
BSWA
760
Bromfield Sneider Wealth Advisors
Massachusetts
$574K +$80.3K +1,050 +16%
CFG
761
Cooper Financial Group
California
$573K +$157K +2,051 +38%
HKAM
762
Horizon Kinetics Asset Management
New York
$572K +$572K +7,478 New
PTC
763
Private Trust Company
Ohio
$570K +$208K +2,717 +57%
AWA
764
Arete Wealth Advisors
Illinois
$566K +$53K +694 +10%
CB
765
Community Bank
New York
$564K -$47.8K -625 -8%
LA
766
Latitude Advisors
Florida
$563K +$58.1K +759 +12%
WA
767
Waverly Advisors
Alabama
$562K -$1.38K -18 -0.2%
MMPW
768
Mitchell McLeod Pugh & Williams
Alabama
$561K +$561K +7,331 New
IA
769
Insight Advisors
Pennsylvania
$559K +$229 +3 +0%
AIA
770
Ally Invest Advisors
North Carolina
$555K +$209K +2,727 +60%
RFO
771
RiverGlades Family Offices
Florida
$555K +$555K +7,250 New
RI
772
Rinkey Investments
California
$548K +$112K +1,459 +26%
BNP Paribas Financial Markets
773
BNP Paribas Financial Markets
France
$547K +$115K +1,506 +27%
DFA
774
Delta Financial Advisors
Louisiana
$544K -$277K -3,620 -34%
AWM
775
Aprio Wealth Management
Georgia
$538K -$11.2M -146,558 -95%
29 30
31
32 33