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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
CFO
1151
CVA Family Office
Colorado
$3.31K
NL
1152
NVWM LLC
Pennsylvania
$3.09K -$975 -13 -24%
C
1153
Covestor
United Kingdom
$2K
TSW
1154
Thompson Siegel & Walmsley
Virginia
$2K
SIC
1155
Salem Investment Counselors
North Carolina
$1.88K -$68.9K -918 -97%
MCM
1156
Manchester Capital Management
Vermont
$1.43K
CPFP
1157
Clear Perspectives Financial Planning
Ohio
$1.43K +$1.43K +19 New
TCWA
1158
Ten Capital Wealth Advisors
Washington
$1.35K +$225 +3 +20%
RFS
1159
Retirement Financial Solutions
Tennessee
$1.2K +$1.2K +16 New
EWM
1160
Endurance Wealth Management
Rhode Island
$1K
TFA
1161
Transamerica Financial Advisors
Florida
$1K
VNA
1162
Valley National Advisers
Pennsylvania
$1K
CA
1163
Centerpoint Advisors
Massachusetts
$1K +$675 +9 New
CAS
1164
Coppell Advisory Solutions
Texas
$705 +$675 +9 New
CASC
1165
Coppell Advisory Solutions Corp
Texas
$705 +$675 +9 New
GCM
1166
Gables Capital Management
Florida
$75
CMP
1167
Coston McIsaac & Partners
Maine
$10
WIM
1168
Westside Investment Management
California
$9
HPWM
1169
Highland Private Wealth Management
Washington
-$36.8M -491,612 Closed
OMC
1170
Old Mission Capital
Illinois
-$23.7M -317,079 Closed
BFA
1171
BMS Financial Advisors
South Dakota
-$15.2M -203,184 Closed
FVWA
1172
Foster Victor Wealth Advisors
South Carolina
-$7.2M -96,300 Closed
MA
1173
MUFG Americas
New York
-$6.86M -91,652 Closed
TC
1174
Trilogy Capital
California
-$6.07M -81,089 Closed
PBO
1175
Peoples Bank (Ohio)
Ohio
-$5.18M -69,277 Closed

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.