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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
MWA
76
Martel Wealth Advisors
Washington
$43M -$591K -7,882 -1%
AG
77
Ascent Group
Virginia
$42.6M -$6.42M -85,640 -13%
William Blair & Company
78
William Blair & Company
Illinois
$42.6M -$2.24M -29,793 -5%
SP
79
Symmetry Partners
Connecticut
$41M +$3.59M +47,819 +10%
FPAS
80
Focus Partners Advisor Solutions
Missouri
$40.6M -$4.79M -63,816 -11%
WPWM
81
Windward Private Wealth Management
Kansas
$40.4M +$2.78M +37,048 +7%
PGFC
82
Peapack-Gladstone Financial Corp
New Jersey
$40.3M -$6.03M -80,398 -13%
RIM
83
RW Investment Management
Idaho
$39.6M +$39.5M +526,337 New
RCI
84
RS Crum Inc
California
$38.1M +$6.67M +88,884 +21%
SAS
85
SMI Advisory Services
Indiana
$36.9M
Baird Financial Group
86
Baird Financial Group
Wisconsin
$36.9M -$12.1M -160,857 -25%
Creative Planning
87
Creative Planning
Kansas
$35.2M -$4.8M -63,939 -12%
BTI
88
Blue Trust Inc
Georgia
$34.8M -$5.03M -67,041 -13%
CF
89
Corrigan Financial
Rhode Island
$33.8M -$2.04M -27,130 -6%
AA
90
Ancora Advisors
Ohio
$33.2M +$323K +4,305 +1%
BWL
91
Bogart Wealth LLC
Virginia
$32.8M +$15.6M +208,387 +92%
SW
92
SoFi Wealth
California
$32.6M +$1.45M +19,360 +5%
CW
93
CreativeOne Wealth
Kansas
$32.4M +$1.39M +18,578 +5%
AC
94
Annandale Capital
Texas
$31.7M +$4.96M +66,064 +19%
AWM
95
AE Wealth Management
Kansas
$31.6M -$7.41M -98,755 -19%
BPA
96
Beacon Pointe Advisors
California
$31.2M +$4.89M +65,176 +19%
BFG
97
Bleakley Financial Group
New Jersey
$31M +$30.9M +411,331 New
PAG
98
Private Advisor Group
New Jersey
$30.8M +$4.84M +64,556 +11%
COCM
99
Charter Oak Capital Management
New Hampshire
$30.7M +$6.21M +82,727 +25%
USAA
100
United Services Automobile Association
Texas
$30.4M -$4.96M -66,156 -14%

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.