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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
PWP
951
Principle Wealth Partners
Connecticut
$251K -$34.2K -456 -12%
PFGIA
952
Patriot Financial Group Insurance Agency
Massachusetts
$251K -$34.5K -460 -12%
ST
953
Spinnaker Trust
Maine
$250K
S
954
SignatureFD
Georgia
$249K +$134K +1,792 +118%
GP
955
Girard Partners
Pennsylvania
$249K -$8.25K -110 -3%
CCA
956
Column Capital Advisors
Indiana
$248K -$144K -1,924 -37%
AUIM
957
Aegon USA Investment Management
Iowa
$247K
OLA
958
Oliver Luxxe Assets
New Jersey
$247K +$246K +3,280 New
TIM
959
Tortoise Investment Management
New York
$246K +$5.85K +78 +2%
GWMI
960
Guardian Wealth Management (Illinois)
Illinois
$245K +$92.6K +1,234 +61%
IFA
961
Index Fund Advisors
California
$244K -$37.3K -497 -13%
KFA
962
Kelleher Financial Advisors
New York
$243K -$67.9K -905 -22%
RPCA
963
Running Point Capital Advisors
California
$243K -$3.83K -51 -2%
WCFA
964
Walkner Condon Financial Advisors
Wisconsin
$242K -$70.5K -940 -23%
Fidelity Investments
965
Fidelity Investments
Massachusetts
$242K -$187K -2,489 -44%
BW
966
Bison Wealth
Georgia
$241K
LFA
967
Lauterbach Financial Advisors
Texas
$239K +$75 +1 +0%
AAMC
968
Asset Allocation & Management Company
Illinois
$237K
JIR
969
James Investment Research
Ohio
$237K
TC
970
TownSquare Capital
Utah
$236K +$235K +3,138 New
MCM
971
McMillion Capital Management
North Carolina
$236K
WF
972
Wayfinding Financial
Washington
$234K +$220K +2,932 New
VFA
973
Valeo Financial Advisors
Indiana
$233K -$19K -253 -8%
BL
974
Balentine LLC
Georgia
$232K -$16.6K -221 -7%
APWM
975
Argonautica Private Wealth Management
Massachusetts
$232K +$231K +3,076 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.