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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
CIA
1026
Choate Investment Advisors
Massachusetts
$151K -$163K -2,166 -52%
JWM
1027
Janiczek Wealth Management
Colorado
$151K
AWM
1028
Accel Wealth Management
Iowa
$149K +$3.98K +53 +3%
BCMLT
1029
Beacon Capital Management LLC (Tennessee)
Tennessee
$149K -$51.4K -685 -26%
CFFP
1030
Center for Financial Planning
Michigan
$146K +$145K +1,935 New
GEA
1031
Glen Eagle Advisors
New Jersey
$145K +$65.6K +875 +83%
CYG
1032
Clean Yield Group
Vermont
$139K
First Manhattan
1033
First Manhattan
New York
$138K
EE
1034
EWG Elevate
California
$136K +$135K +1,801 New
FFC
1035
First Financial Corp
Indiana
$135K
CT
1036
Colonial Trust
South Carolina
$133K -$561K -7,476 -81%
RDFA
1037
Ritter Daniher Financial Advisory
Ohio
$133K
BONH
1038
Bank of New Hampshire
New Hampshire
$133K
LWANC
1039
Laurel Wealth Advisors (North Carolina)
North Carolina
$130K
ONST
1040
Old North State Trust
North Carolina
$120K
LPIC
1041
LeJeune Puetz Investment Counsel
Michigan
$119K
LAM
1042
Lakewood Asset Management
Illinois
$119K +$118K +1,575 New
TF
1043
Tompkins Financial
New York
$118K
GFWA
1044
Grey Fox Wealth Advisors
Delaware
$118K +$117K +1,564 New
SSB
1045
Sandy Spring Bank
Maryland
$118K +$2.25K +30 +2%
BWM
1046
Baystate Wealth Management
Massachusetts
$117K +$27K +360 +30%
CCM
1047
Cribstone Capital Management
Maine
$115K +$3.38K +45 +3%
WPA
1048
West Paces Advisors
Georgia
$114K +$150 +2 +0.1%
HWMA
1049
Heritage Wealth Management (Arizona)
Arizona
$110K +$55K +733 +100%
GIA
1050
GHP Investment Advisors
Colorado
$109K

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.