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Vanguard Short-Term Bond ETF
BSV

Overview Fund Activity

1,165 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, 541 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,165
Holders Change
+38
Holders Change %
+3.37%
% of All Funds
18.8%
Holding in Top 10
172
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-4.97%
% of All Funds
2.78%
New
161
Increased
346
Reduced
541
Closed
97
Calls
$324K
Puts
–
Net Calls
+$324K
Net Calls Change
+$624K

Top Buyers

1
TI
Truepoint Inc
Ohio
+$212M
2
VOYA Investment Management
VOYA Investment Management
Georgia
+$199M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$132M
4
CAN
Cetera Advisor Networks
California
+$121M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$98.9M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$385M
2
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
-$265M
3
Wells Fargo
Wells Fargo
California
-$257M
4
Jane Street
Jane Street
New York
-$136M
5
Morgan Stanley
Morgan Stanley
New York
-$91.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
TA
801
TruWealth Advisors
Louisiana
$498K -$402K -5,336 -45%
LA
802
Latitude Advisors
Florida
$497K -$20.8K -276 -4%
NFP
803
Narus Financial Partners
Utah
$494K -$15.1K -200 -3%
AP
804
Arlington Partners
Alabama
$486K – – –
BSWA
805
Bromfield Sneider Wealth Advisors
Massachusetts
$485K -$7.15K -95 -1%
ADBIC
806
A.D. Beadell Investment Counsel
Wisconsin
$478K -$212K -2,824 -31%
LPAM
807
Lodestar Private Asset Management
California
$476K +$476K +6,319 New
MAM
808
Madison Asset Management
Wisconsin
$475K – – –
TDWM
809
Topel & Distasi Wealth Management
California
$469K – – –
GJIA
810
Glass Jacobson Investment Advisors
Maryland
$464K +$464K +6,163 New
LAM
811
LifePro Asset Management
California
$463K -$24.8K -329 -5%
RVM
812
Robinson Value Management
Texas
$459K +$240K +3,193 +110%
MFA
813
Mayflower Financial Advisors
Massachusetts
$459K -$131K -1,738 -22%
EIP
814
Easterly Investment Partners
Massachusetts
$458K +$677 +9 +0.1%
JTWM
815
Jackson Thornton Wealth Management
Alabama
$457K +$27.6K +367 +6%
CPA
816
Cardiff Park Advisors
California
$456K -$111K -1,469 -20%
WCM
817
Windsor Capital Management
Arizona
$454K -$46.1K -612 -9%
CSIC
818
Clifford Swan Investment Counsel
California
$452K -$2.26K -30 -0.5%
BLC
819
Brown, Lisle/Cummings
Rhode Island
$451K -$3.76K -50 -0.8%
ML
820
McAdam LLC
Pennsylvania
$451K -$9.09M -112,523 -95%
TAM
821
Tocqueville Asset Management
New York
$449K -$12K -160 -3%
CNB
822
Camden National Bank
Maine
$447K -$32.7K -434 -7%
PEA
823
Park Edge Advisors
Ohio
$446K +$446K +5,920 New
BJL
824
Brighton Jones LLC
Washington
$443K -$71.4K -949 -14%
DFC
825
DB Fitzpatrick & Co
Idaho
$443K +$1.36K +18 +0.3%
31 32
33
34 35