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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
BWM
776
Birchcreek Wealth Management
Ohio
$561K -$355K -4,730 -39%
RPA
777
Rock Point Advisors
Vermont
$560K +$32.3K +430 +6%
HAS
778
HBW Advisory Services
California
$557K -$39.2K -523 -7%
WA
779
Waverly Advisors
Alabama
$555K +$89.2K +1,189 +19%
IA
780
Insight Advisors
Pennsylvania
$551K -$50.1K -668 -8%
CFG
781
Citizens Financial Group
Rhode Island
$547K +$328K +4,370 +151%
CT
782
Coastline Trust
Rhode Island
$542K -$1.31M -17,430 -71%
LMKC
783
L.M. Kohn & Company
Ohio
$542K -$26.8K -357 -5%
IPW
784
Intergy Private Wealth
Colorado
$542K +$25.4K +339 +5%
JCM
785
Jacobi Capital Management
Pennsylvania
$539K +$825 +11 +0.2%
RA
786
RFG Advisory
Alabama
$531K -$272K -3,621 -34%
VCM
787
Verde Capital Management
Michigan
$529K -$77.9K -1,039 -13%
AP
788
Adero Partners
California
$528K +$113K +1,508 +27%
AP
789
Americana Partners
Texas
$526K -$279K -3,713 -35%
AMM
790
American Money Management
California
$524K -$15K -200 -3%
RCM
791
Radnor Capital Management
Pennsylvania
$521K
D
792
Diversified
Delaware
$517K +$515K +6,864 New
EWA
793
Evolution Wealth Advisors
Florida
$516K +$3.75K +50 +0.7%
ACM
794
Alamar Capital Management
California
$515K
TAM
795
Todd Asset Management
Kentucky
$513K
EWM
796
Evermay Wealth Management
Virginia
$512K -$7.67M -102,249 -94%
JFG
797
Jefferies Financial Group
New York
$510K +$508K +6,775 New
MIC
798
Meridian Investment Counsel
California
$509K +$10.6K +141 +2%
ME
799
McIlrath & Eck
Washington
$508K -$36.2K -482 -7%
TI
800
tru Independence
Oregon
$504K -$22.3K -297 -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.