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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
BWM
1051
BerganKDV Wealth Management
Minnesota
$106K +$15K +200 +16%
CA
1052
Crewe Advisors
Utah
$105K
FGAM
1053
Financial Gravity Asset Management
Texas
$103K -$115K -1,538 -53%
NSIM
1054
North Star Investment Management
Illinois
$102K -$249K -3,323 -71%
FFA
1055
Founders Financial Alliance
North Carolina
$98.2K -$4.95K -66 -5%
IRC
1056
Investors Research Corp
Georgia
$94.6K
PGAM
1057
Princeton Global Asset Management
New Jersey
$94K
VWM
1058
Valley Wealth Managers
New Jersey
$87.3K
Simplex Trading
1059
Simplex Trading
Illinois
$84K +$83.7K +1,116 New
GI
1060
Gradient Investments
Minnesota
$83.4K -$32K -426 -28%
CHC
1061
City Holding Co
West Virginia
$82.8K
DF
1062
DecisionPoint Financial
Arizona
$82.2K +$81.9K +1,092 New
IWP
1063
IAG Wealth Partners
Wisconsin
$78.3K +$78K +1,040 New
CDIA
1064
Capital Directions Investment Advisors
Georgia
$77.3K +$77K +1,027 New
LC
1065
Lindbrook Capital
California
$75.3K -$10.6K -141 -12%
TWD
1066
True Wealth Design
Ohio
$75.3K +$75K +1,000 New
RBC
1067
Roble Belko & Company
Pennsylvania
$75K
IRAG
1068
Investment Research & Advisory Group
Georgia
$74.6K
TFGT
1069
TS Financial Group (TSFG)
Illinois
$74K +$1.8K +24 +2%
FCA
1070
FinTrust Capital Advisors
South Carolina
$73.4K
CT
1071
Clearstead Trust
Maine
$70K -$43.5K -580 -38%
ADL
1072
Asset Dedication LLC
California
$67K -$22.5K -300 -25%
FPFS
1073
First Personal Financial Services
North Carolina
$65.5K -$10.1K -135 -13%
KTC
1074
Kistler-Tiffany Companies
Pennsylvania
$64.2K
HCM
1075
Horrell Capital Management
Arkansas
$63K

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.