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Vanguard Short-Term Bond ETF
BSV

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.

New
Increased
Maintained
Reduced
Closed

118% more first-time investments, than exits

New positions opened: 179 | Existing positions closed: 82

10.85% more ownership

Funds ownership: 80.05% → 90.9% (+11%)

9% more capital invested

Capital invested by funds: $26.6B → $29B (+$2.44B)

7% more funds holding

Funds holding: 1,127 → 1,205 (+78)

7% more funds holding in top 10

Funds holding in top 10: 130 → 139 (+9)

22% less repeat investments, than reductions

Existing positions increased: 401 | Existing positions reduced: 517

Holders
1,205
Holders Change
+78
Holders Change %
+6.92%
% of All Funds
17.57%
Holding in Top 10
139
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+6.92%
% of All Funds
2.03%
New
179
Increased
401
Reduced
517
Closed
82
Calls
$709K
Puts
–
Net Calls
+$709K
Net Calls Change
+$393K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$2.13B
2
Goldman Sachs
Goldman Sachs
New York
+$1.02B
3
Northern Trust
Northern Trust
Illinois
+$245M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$146M
5
MIS
Morningstar Investment Services
Illinois
+$141M

Top Sellers

Rank Fund Capital Flow
1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
-$492M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$391M
3
UCFA
United Capital Financial Advisors
Texas
-$339M
4
Osaic Holdings
Osaic Holdings
Arizona
-$190M
5
Empower Advisory Group
Empower Advisory Group
Colorado
-$171M
Name Holding Trade Value Shares
Change 		Change in
Stake
HHWM
851
Hiley Hunt Wealth Management
Nebraska
$417K +$410K +5,417 New
SGCA
852
Steel Grove Capital Advisors
Tennessee
$416K -$131K -1,733 -24%
CRI
853
Colonial River Investments
Virginia
$416K -$18.5K -245 -4%
VNIM
854
Vaughan Nelson Investment Management
Texas
$416K – – –
OC
855
Opinicus Capital
Florida
$414K +$407K +5,380 New
MFIM
856
Mesirow Financial Investment Management
Illinois
$414K +$407K +5,378 New
MGWA
857
Monument Group Wealth Advisors
Massachusetts
$408K +$401K +5,292 New
TDWM
858
Topel & Distasi Wealth Management
California
$407K – – –
TAM
859
Todd Asset Management
Kentucky
$400K – – –
OP
860
ORG Partners
Indiana
$400K +$346K +4,572 +748%
CNB
861
Camden National Bank
Maine
$399K -$10.9K -144 -3%
LGWM
862
Litman Gregory Wealth Management
California
$389K – – –
JWCA
863
J.W. Coons Advisors
Ohio
$387K +$381K +5,030 New
BEAM
864
Baker Ellis Asset Management
Washington
$387K -$15.1K -200 -4%
PTC
865
Private Trust Company
Ohio
$381K -$104K -1,368 -22%
SAM
866
S.A. Mason
Michigan
$378K – – –
IAA
867
Independent Advisor Alliance
North Carolina
$377K +$370K +4,893 New
TC
868
TownSquare Capital
Utah
$377K +$23.5K +310 +7%
PGF
869
Plan Group Financial
Oklahoma
$372K +$366K +4,829 New
TIM
870
Tortoise Investment Management
New York
$368K +$7.19K +95 +2%
ACM
871
Absolute Capital Management
Pennsylvania
$367K -$249K -3,287 -41%
HH
872
Hilltop Holdings
Texas
$364K +$358K +4,731 New
BFG
873
Berger Financial Group
Minnesota
$364K +$21.5K +284 +6%
KWA
874
Kingswood Wealth Advisors
California
$362K +$356K +4,703 New
Fisher Asset Management
875
Fisher Asset Management
Washington
$361K -$144K -1,898 -29%
33 34
35
36 37

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 1,127 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.