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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
MG
901
Mather Group
Illinois
$312K -$67.4K -898 -18%
CW
902
CIC Wealth
Maryland
$308K +$307K +4,095 New
AT
903
American Trust
Kentucky
$308K -$142K -1,897 -32%
CT
904
Cambridge Trust
Massachusetts
$307K -$4.14M -55,172 -93%
FSWA
905
Financial Synergies Wealth Advisors
Texas
$306K +$40.6K +541 +15%
OWA
906
Opal Wealth Advisors
New York
$306K -$160K -2,133 -34%
WIM
907
WealthPlan Investment Management
Nebraska
$305K +$26.8K +357 +10%
WSTAM
908
Wilbanks Smith & Thomas Asset Management
Virginia
$305K -$57.1K -761 -16%
WP
909
WealthPLAN Partners
Nebraska
$304K +$303K +4,039 New
RK
910
Rather & Kittrell
Tennessee
$304K -$188K -2,509 -38%
B
911
Bridgeworth
Alabama
$302K -$153K -2,035 -34%
LJHT
912
Laurie J. Hall Trustee
$301K -$285K -3,800 -49%
LFAS
913
Level Four Advisory Services
Texas
$300K -$87.9K -1,171 -23%
ACM
914
Armbruster Capital Management
New York
$299K -$73.1K -975 -20%
BB
915
Busey Bank
Illinois
$296K -$110K -1,467 -27%
VWA
916
V Wealth Advisors
Kansas
$295K +$75 +1 +0%
IWA
917
Icon Wealth Advisors
Texas
$295K
ECM
918
Evergreen Capital Management
Washington
$294K
RWP
919
Ridgecrest Wealth Partners
California
$293K -$449K -5,990 -61%
BBWP
920
Beacon Bridge Wealth Partners
Pennsylvania
$293K +$292K +3,887 New
JWA
921
JFS Wealth Advisors
Pennsylvania
$280K -$249K -3,322 -47%
DW
922
Domani Wealth
Pennsylvania
$280K +$279K +3,723 New
SMC
923
Smith, Moore & Co
Missouri
$279K -$205K -2,728 -42%
SRSA
924
S.R. Schill & Associates
Washington
$278K +$41.1K +548 +17%
DWM
925
Dakota Wealth Management
Florida
$278K -$189K -2,514 -41%

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.