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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
BWA
876
Bordeaux Wealth Advisors
California
$343K -$6K -80 -2%
RFN
877
Redwood Financial Network
Ohio
$342K +$70.7K +942 +26%
SPA
878
Shore Point Advisors
New Jersey
$342K +$10.6K +141 +3%
FLPIM
879
F.L. Putnam Investment Management
Massachusetts
$341K -$394K -5,247 -54%
AIA
880
Ally Invest Advisors
North Carolina
$341K +$70.4K +939 +26%
NCM
881
NCM Capital Management
New Jersey
$339K -$113K -1,500 -25%
OMC
882
Overbrook Management Corp
New York
$338K
BFA
883
Beaumont Financial Advisors
Massachusetts
$337K -$16.9K -225 -5%
PA
884
Pinnacle Associates
New York
$336K -$42.8K -570 -11%
BFIM
885
Beese Fulmer Investment Management
Ohio
$336K
ETIA
886
Epic Trust Investment Advisors
Washington
$334K
HF
887
HRT Financial
New York
$334K +$333K +4,444 New
CJFS
888
Coulter & Justus Financial Services
Tennessee
$333K +$332K +4,424 New
OBWG
889
Onyx Bridge Wealth Group
New York
$333K -$57.2K -762 -15%
CA
890
Cumberland Advisors
Florida
$333K +$2.1K +28 +0.6%
NWMG
891
National Wealth Management Group
Ohio
$330K +$5.4K +72 +2%
SIC
892
Samalin Investment Counsel
New York
$328K -$21.6K -288 -6%
W
893
Wealthquest
Ohio
$326K -$1.11M -14,857 -77%
LWM
894
LJI Wealth Management
Indiana
$324K +$323K +4,308 New
GWM
895
Geneos Wealth Management
Colorado
$324K -$49.1K -655 -13%
CSB
896
City State Bank
Iowa
$322K +$280K +3,735 +683%
RWB
897
RMR Wealth Builders
New Jersey
$316K +$40.6K +541 +15%
MCM
898
Mill Capital Management
North Carolina
$316K
SW
899
StrongBox Wealth
Missouri
$316K -$246K -3,274 -44%
SF
900
Summit Financial
New Jersey
$314K -$62.1K -828 -17%

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.