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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
MAM
926
MMA Asset Management
Pennsylvania
$276K +$1.57K +21 +0.6%
PAM
927
Peak Asset Management
Colorado
$275K +$274K +3,657 New
TBC
928
Ted Buchan & Co
California
$275K +$274K +3,655 New
CIR
929
Clear Investment Research
Georgia
$275K +$8.78K +117 +3%
LL
930
LPWM LLC
Minnesota
$274K -$11.7K -156 -4%
FI
931
Financial Insights
Washington
$273K +$272K +3,632 New
TA
932
TFG Advisers
Michigan
$272K -$900 -12 -0.3%
T
933
TRUADVICE
Florida
$271K +$267K +3,561 New
MFC
934
Morris Financial Concepts
South Carolina
$271K +$19.4K +258 +8%
WW
935
Waterfront Wealth
Kansas
$269K -$76.4K -1,019 -22%
SG
936
Sharper & Granite
California
$268K +$267K +3,561 New
WFM
937
Wolff Financial Management
Michigan
$263K -$235K -3,133 -47%
SCG
938
Sonata Capital Group
Washington
$263K
CCG
939
Coastwise Capital Group
California
$262K +$261K +3,482 New
PAA
940
Peregrine Asset Advisers
Oregon
$261K +$15.7K +209 +6%
AWA
941
Acorn Wealth Advisors
Michigan
$260K +$3K +40 +1%
SPWG
942
Syntegra Private Wealth Group
Missouri
$260K +$259K +3,448 New
LFA
943
Landmark Financial Advisors
Kentucky
$259K
BCM
944
Brookmont Capital Management
Texas
$258K -$13.8K -184 -5%
BCV
945
Banque Cantonale Vaudoise
Switzerland
$257K -$1.43K -19 -0.6%
DP
946
Dearborn Partners
Illinois
$255K
NFG
947
Nadler Financial Group
Illinois
$255K +$225 +3 +0.1%
YIA
948
YHB Investment Advisors
Connecticut
$254K -$37.5K -500 -13%
WP
949
WealthShield Partners
North Carolina
$252K +$49.2K +656 +24%
CB
950
Centennial Bank
Arkansas
$251K +$250K +3,337 New

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.