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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
WIP
1001
WealthCare Investment Partners
Rhode Island
$211K -$232K -3,088 -52%
AWA
1002
Amplius Wealth Advisors
Pennsylvania
$211K
RTL
1003
Red Tortoise LLC
Georgia
$210K +$209K +2,790 New
JAG
1004
Journey Advisory Group
Kentucky
$210K -$66K -880 -24%
CGFA
1005
Colton Groome Financial Advisors
North Carolina
$208K +$207K +2,764 New
DT
1006
Diversified Trust
Tennessee
$208K +$5.63K +75 +3%
MFS
1007
McNamara Financial Services
Massachusetts
$206K +$525 +7 +0.3%
TF
1008
Trek Financial
Arizona
$206K +$205K +2,731 New
HIA
1009
Harbor Investment Advisory
Maryland
$205K +$90K +1,200 +79%
CAC
1010
Certified Advisory Corp
Florida
$203K -$4.05K -54 -2%
SVWAG
1011
Sound View Wealth Advisors Group
Georgia
$202K +$197K +2,626 New
CAI
1012
Capital Advisors Inc
Oklahoma
$202K -$58.4K -779 -22%
AWM
1013
Atticus Wealth Management
Florida
$191K -$959K -12,783 -83%
LFA
1014
LGT Financial Advisors
Texas
$191K +$190K +2,535 New
GFL
1015
Granite FO LLC
New Hampshire
$185K +$184K +2,447 New
CT
1016
Caldwell Trust
Florida
$183K
FRA
1017
Front Row Advisors
California
$182K -$21.6K -288 -11%
MA
1018
Montag & Associates
Georgia
$180K +$13.1K +174 +8%
LF
1019
Lee Financial
Texas
$178K
RWPA
1020
Richard W. Paul & Associates
Michigan
$176K +$175K +2,339 New
SSC
1021
Syverson Strege & Co
Iowa
$169K +$129K +1,721 +327%
PB
1022
Pinnacle Bancorp
Nebraska
$168K +$79.8K +1,063 +91%
CIAS
1023
Capital Investment Advisory Services
North Carolina
$161K -$38.3K -510 -19%
SIC
1024
SJS Investment Consulting
Ohio
$157K -$160K -2,137 -51%
WOSD
1025
WFA of San Diego
California
$153K +$152K +2,032 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.