Vanguard Short-Term Bond ETF
1,205 hedge funds and large institutions have $29B invested in Vanguard Short-Term Bond ETF in 2023 Q4 according to their latest regulatory filings, with 179 funds opening new positions, 401 increasing their positions, 517 reducing their positions, and 82 closing their positions.
118% more first-time investments, than exits
New positions opened: 179 | Existing positions closed: 82
10.82% more ownership
Funds ownership: 80.08% → 90.9% (+11%)
9% more capital invested
Capital invested by funds: $26.6B → $29B (+$2.44B)
7% more funds holding
Funds holding: 1,128 → 1,205 (+77)
6% more funds holding in top 10
Funds holding in top 10: 131 → 139 (+8)
22% less repeat investments, than reductions
Existing positions increased: 401 | Existing positions reduced: 517
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$2.13B |
| 2 |
Goldman Sachs
New York
|
+$1.02B |
| 3 |
Northern Trust
Chicago,
Illinois
|
+$245M |
| 4 |
Mercer Global Advisors
Denver,
Colorado
|
+$146M |
| 5 |
MIS
Morningstar Investment Services
Chicago,
Illinois
|
+$141M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCMIO
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
-$492M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$391M |
| 3 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$339M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$190M |
| 5 |
Empower Advisory Group
Greenwood Village,
Colorado
|
-$171M |
BSV Hedge Fund Activity: Q4 2023 in Review
1,205 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Bond ETF (BSV) for Q4 2023, worth a combined $29B — up 9.2% from $26.6B a quarter earlier.
Buyers outnumbered sellers: 179 funds opened new BSV positions and 82 closed out — a net gain of 97 holders — while 401 added to existing stakes and 517 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $2.13B. The largest seller was Beacon Capital Management Inc (Ohio), cutting an estimated $492M.
- 1,205 institutional investors held Vanguard Short-Term Bond ETF (BSV) as of Q4 2023, up from 1,128 in Q3 2023.
- Funds reported $29B of Vanguard Short-Term Bond ETF stock for Q4 2023, up 9.2% quarter-over-quarter.
- 179 funds opened new Vanguard Short-Term Bond ETF positions in Q4 2023 and 82 closed out, a net change of +97 holders.
- The largest Vanguard Short-Term Bond ETF buyer in Q4 2023 was Morgan Stanley, an estimated $2.13B added.
- The largest Vanguard Short-Term Bond ETF seller in Q4 2023 was Beacon Capital Management Inc (Ohio), an estimated $492M sold.
Based on aggregated 13F filings for Q4 2023.