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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
CHA
851
Carmichael Hill & Associates
Maryland
$385K -$110K -1,462 -22%
GC
852
Gilbert & Cook
Iowa
$382K -$94K -1,253 -20%
BWP
853
Balboa Wealth Partners
Arizona
$378K +$525 +7 +0.1%
FBB
854
Fulton Breakefield Broenniman
Maryland
$376K +$19.5K +260 +5%
PFG
855
Pacific Financial Group
Washington
$375K +$50.6K +674 +16%
NHC
856
Nicholas Hoffman & Company
Georgia
$374K +$373K +4,966 New
AWM
857
Accurate Wealth Management
Florida
$374K -$528K -7,042 -59%
HR
858
Howe & Rusling
New York
$371K +$178K +2,374 +93%
SAM
859
S.A. Mason
Michigan
$369K -$195K -2,605 -35%
MIH
860
Meitav Investment House
Israel
$368K -$9.75K -130 -3%
RB
861
Rodgers Brothers
Pennsylvania
$367K
RCM
862
Raleigh Capital Management
North Carolina
$363K +$9.3K +124 +3%
VCA
863
Verdence Capital Advisors
Maryland
$360K +$3.98K +53 +1%
MCM
864
Maple Capital Management
Vermont
$360K -$34.7K -462 -9%
CIBC Private Wealth Group
865
CIBC Private Wealth Group
Georgia
$357K -$203K -2,700 -36%
PTC
866
Private Trust Company
Ohio
$356K +$13.5K +180 +4%
OWP
867
Obermeyer Wealth Partners
Colorado
$355K +$17K +227 +5%
KAM
868
KEB Asset Management
Illinois
$355K
MA
869
Modus Advisors
Minnesota
$354K -$4.54M -60,554 -93%
PNC
870
Park National Corp
Ohio
$351K -$25.6K -341 -7%
AIP
871
Ameritas Investment Partners
Nebraska
$349K +$320K +4,271 +1,180%
BCP
872
Blue Chip Partners
Michigan
$347K +$975 +13 +0.3%
SWM
873
Stockman Wealth Management
Montana
$345K +$344K +4,589 New
DMIC
874
Dixon Mitchell Investment Counsel
British Columbia, Canada
$345K
ACM
875
Alpha Capital Management
Texas
$344K +$6.3K +84 +2%

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.