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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
DWP
1076
Destiny Wealth Partners
Florida
$61.6K -$8.13M -108,387 -99%
SWM
1077
Sugarloaf Wealth Management
Georgia
$60.2K
ACM
1078
Antonetti Capital Management
Florida
$58.9K -$6.98K -93 -11%
FA
1079
Fiduciary Alliance
South Carolina
$54.2K +$54K +720 New
OC
1080
Oakworth Capital
Alabama
$52.8K
FWM
1081
Focused Wealth Management
New York
$52.8K +$75 +1 +0.1%
JGIA
1082
Jackson Grant Investment Advisers
Connecticut
$52.7K
HWM
1083
HighMark Wealth Management
Minnesota
$50.5K +$7.8K +104 +18%
NFSG
1084
Newbridge Financial Services Group
Florida
$50.5K
RFA
1085
Resurgent Financial Advisors
Georgia
$48.3K +$48.2K +642 New
CFD
1086
Creative Financial Designs
Indiana
$48.1K -$10.1K -135 -17%
TFP
1087
Tilia Fiduciary Partners
North Carolina
$47.8K +$75 +1 +0.2%
BCA
1088
Bray Capital Advisors
Florida
$47K
PFSC
1089
Peoples Financial Services Corp
Pennsylvania
$47K
TWM
1090
Tradition Wealth Management
Minnesota
$46K
NHT
1091
New Hampshire Trust
New Hampshire
$44.8K +$44.6K +595 New
CTB
1092
Country Trust Bank
Illinois
$43.1K +$43K +573 New
DWMG
1093
DB Wealth Management Group
California
$41.1K
HS
1094
Horan Securities
United States
$41K -$23.8K -317 -37%
MA
1095
MCF Advisors
Kentucky
$37.6K
FP
1096
Financial Perspectives
Minnesota
$37K
GWANC
1097
Guardian Wealth Advisors (North Carolina)
North Carolina
$36.2K -$825 -11 -2%
SIS
1098
Sound Income Strategies
Florida
$35.8K -$221K -2,946 -86%
HNWAG
1099
High Net Worth Advisory Group
Florida
$35.4K -$2.25K -30 -6%
HWM
1100
Horizons Wealth Management
North Carolina
$35K

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.