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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
KFI
1126
Key Financial Inc
Pennsylvania
$15.8K
ATC
1127
Adirondack Trust Company
New York
$15.6K
LFA
1128
Legend Financial Advisors
Pennsylvania
$15.4K -$62.1K -828 -80%
BSB
1129
Bangor Savings Bank
Maine
$14K -$30K -400 -68%
GWA
1130
Gibson Wealth Advisors
Texas
$14K +$14K +186 +6,200%
IA
1131
IFS Advisors
Kansas
$13.7K +$13.7K +182 New
CWP
1132
Concord Wealth Partners
Virginia
$13.6K +$13.5K +180 New
CA
1133
Corrado Advisors
New Jersey
$13.3K +$13.3K +177 New
TRCT
1134
Tower Research Capital (TRC)
New York
$13K +$9.9K +132 +293%
BCM
1135
Blume Capital Management
California
$12.4K
RCC
1136
Red Cedar Capital
Nebraska
$12K
CMA
1137
Cedar Mountain Advisors
Oregon
$11.6K
NC
1138
NewSquare Capital
Pennsylvania
$11.2K +$11.2K +149 New
RFA
1139
Register Financial Advisors
Georgia
$9.56K +$9.53K +127 New
OCM
1140
Orion Capital Management
California
$9.26K -$65.9K -878 -88%
SCA
1141
Stonebridge Capital Advisors
Minnesota
$7.76K -$20.6K -275 -73%
GGI
1142
Godsey & Gibb Inc
Virginia
$7.38K
PIP
1143
Peachtree Investment Partners
Florida
$7.14K +$7.05K +94 New
DJSG
1144
D.J. St. Germain
Massachusetts
$6.59K
LWA
1145
Lowe Wealth Advisors
Maryland
$4.74K
BCM
1146
Bourgeon Capital Management
Connecticut
$4.67K +$375 +5 +9%
CP
1147
Castleview Partners
Texas
$4.52K
PK
1148
Pflug Koory
Nebraska
$4K
LB
1149
Legacy Bridge
Iowa
$3.76K
OIS
1150
Okabena Investment Services
Minnesota
$3.39K +$3.38K +45 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.