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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
DFC
826
DB Fitzpatrick & Co
Idaho
$443K +$1.35K +18 +0.3%
SCA
827
Scott Capital Advisors
Oregon
$443K +$5.55K +74 +1%
PSF
828
Pacific Sun Financial
California
$439K -$97.5K -1,300 -18%
AAM
829
Aureus Asset Management
Massachusetts
$439K +$78.3K +1,044 +22%
KFP
830
KB Financial Partners
New Jersey
$435K +$70.7K +943 +20%
RI
831
Rinkey Investments
California
$430K +$428K +5,710 New
ORC
832
O'Rourke & Company
Massachusetts
$429K +$52.4K +699 +14%
BFA
833
Bragg Financial Advisors
North Carolina
$429K +$214K +2,851 +100%
BAG
834
Briggs Advisory Group
Rhode Island
$428K +$39.6K +528 +10%
IP
835
Ignite Planners
California
$426K +$2.48K +33 +0.6%
BNP Paribas Financial Markets
836
BNP Paribas Financial Markets
France
$425K -$44.9K -598 -10%
FG
837
Foster Group
Iowa
$424K -$304K -4,049 -42%
PHAM
838
Palisades Hudson Asset Management
Florida
$422K +$1.8K +24 +0.4%
TPW
839
Transatlantique Private Wealth
New York
$417K -$868K -11,574 -68%
CFG
840
Cooper Financial Group
California
$410K +$408K +5,444 New
RGF
841
Retirement Guys Formula
Ohio
$409K -$12.8K -171 -3%
VNIM
842
Vaughan Nelson Investment Management
Texas
$406K +$88.5K +1,180 +28%
MCC
843
Money Concepts Capital
Florida
$404K -$3.29M -43,818 -89%
SA
844
SAM Advisors
California
$403K -$7.62M -101,525 -95%
RWM
845
Ruedi Wealth Management
Illinois
$403K +$314K +4,182 New
AWS
846
Arkfeld Wealth Strategies
Nebraska
$402K +$525 +7 +0.1%
CIA
847
Cascade Investment Advisors
Oregon
$398K -$67.5K -900 -15%
BEAM
848
Baker Ellis Asset Management
Washington
$395K -$34.1K -455 -8%
CAWM
849
Capital Advisors Wealth Management
Washington
$388K -$51.5K -686 -12%
IP
850
Intellectus Partners
California
$388K -$113K -1,500 -23%

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.