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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
CB
1101
CNB Bank
Pennsylvania
$34.5K
SWA
1102
SOA Wealth Advisors
New York
$34.3K -$47.6K -634 -58%
TC
1103
Truvestments Capital
Florida
$32.8K +$225 +3 +0.7%
PCM
1104
Perritt Capital Management
Illinois
$32K +$31.9K +425 New
CSWM
1105
Cassady Schiller Wealth Management
Ohio
$31.8K +$31.7K +423 New
SBL
1106
Sargent Bickham Lagudis
Colorado
$30.6K
RWMH
1107
Riverpoint Wealth Management Holdings
Illinois
$30K +$29.9K +399 New
DAC
1108
Dividend Assets Capital
South Carolina
$30K
HCP
1109
Hexagon Capital Partners
Arkansas
$29.3K -$5.33K -71 -15%
AF
1110
Affiance Financial
Minnesota
$28.8K -$93.5K -1,246 -77%
RA
1111
Rise Advisors
New York
$26.7K +$26.6K +354 New
IBOK
1112
Independence Bank of Kentucky
Kentucky
$26K -$30.4K -405 -54%
RBC
1113
Romano Brothers & Co
Illinois
$23.6K +$23.5K +313 New
TF
1114
TimeScale Financial
Massachusetts
$23.3K +$75 +1 +0.3%
AA
1115
Addison Advisors
Vermont
$22.7K +$3.9K +52 +21%
BWP
1116
Baldwin Wealth Partners
Massachusetts
$22.1K +$22K +293 New
TSWM
1117
Tyler-Stone Wealth Management
Ohio
$22K
WWM
1118
Wolff Wiese Magana
California
$19.2K
JMF
1119
Johnson Midwest Financial
Iowa
$19K
BBHC
1120
Brown Brothers Harriman & Co
New York
$18.6K -$115K -1,527 -86%
ZIG
1121
Zullo Investment Group
Pennsylvania
$18.1K
DWA
1122
Delos Wealth Advisors
Texas
$17K -$6.9K -92 -29%
ACP
1123
Arcus Capital Partners
Georgia
$16.9K +$16.8K +224 New
MFG
1124
Mendota Financial Group
Wisconsin
$16.8K +$16.7K +223 New
MSCM
1125
McElhenny Sheffield Capital Management
Texas
$16K +$15.9K +212 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.