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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
HPM
801
Hudson Portfolio Management
New York
$502K -$707K -9,430 -59%
TA
802
TruWealth Advisors
Louisiana
$498K -$400K -5,336 -45%
LA
803
Latitude Advisors
Florida
$497K -$20.7K -276 -4%
NFP
804
Narus Financial Partners
Utah
$494K -$15K -200 -3%
AP
805
Arlington Partners
Alabama
$486K
BSWA
806
Bromfield Sneider Wealth Advisors
Massachusetts
$485K -$7.13K -95 -1%
ADBIC
807
A.D. Beadell Investment Counsel
Wisconsin
$478K -$212K -2,824 -31%
LPAM
808
Lodestar Private Asset Management
California
$476K +$474K +6,319 New
MAM
809
Madison Asset Management
Wisconsin
$475K
TDWM
810
Topel & Distasi Wealth Management
California
$469K
GJIA
811
Glass Jacobson Investment Advisors
Maryland
$464K +$462K +6,163 New
LAM
812
LifePro Asset Management
California
$463K -$24.7K -329 -5%
RVM
813
Robinson Value Management
Texas
$459K +$240K +3,193 +110%
MFA
814
Mayflower Financial Advisors
Massachusetts
$459K -$130K -1,738 -22%
EIP
815
Easterly Investment Partners
Massachusetts
$458K +$675 +9 +0.1%
JTWM
816
Jackson Thornton Wealth Management
Alabama
$457K +$27.5K +367 +6%
CPA
817
Cardiff Park Advisors
California
$456K -$110K -1,469 -20%
WCM
818
Windsor Capital Management
Arizona
$454K -$45.9K -612 -9%
CSIC
819
Clifford Swan Investment Counsel
California
$452K -$2.25K -30 -0.5%
BLC
820
Brown, Lisle/Cummings
Rhode Island
$451K -$3.75K -50 -0.8%
ML
821
McAdam LLC
Pennsylvania
$451K -$8.44M -112,523 -95%
TAM
822
Tocqueville Asset Management
New York
$449K -$12K -160 -3%
CNB
823
Camden National Bank
Maine
$447K -$32.6K -434 -7%
PEA
824
Park Edge Advisors
Ohio
$446K +$444K +5,920 New
BJL
825
Brighton Jones LLC
Washington
$443K -$71.2K -949 -14%

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.