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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
BOC
1176
Bull Oak Capital
California
-$4.77M -63,727 Closed
PFA
1177
Professional Financial Advisors
Nebraska
-$4.48M -59,866 Closed
AFP
1178
Ausdal Financial Partners
Iowa
-$3.54M -47,325 Closed
UWM
1179
USAdvisors Wealth Management
Minnesota
-$3.22M -42,992 Closed
CAM
1180
Columbia Asset Management
Michigan
-$3.16M -42,277 Closed
LWM
1181
Lionsbridge Wealth Management
Florida
-$2.1M -28,048 Closed
AC
1182
Applied Capital
Arkansas
-$2.06M -27,538 Closed
TC
1183
Trust Company
Kansas
-$1.96M -26,181 Closed
RB
1184
Richmond Brothers
Michigan
-$1.44M -19,229 Closed
State Street
1185
State Street
Massachusetts
-$1.13M -15,150 Closed
MSS
1186
Mitchell Sinkler & Starr
Pennsylvania
-$1.12M -14,950 Closed
HGERS
1187
Householder Group Estate & Retirement Specialist
Arizona
-$1.07M -14,299 Closed
CIM
1188
Corda Investment Management
Texas
-$1.04M -13,873 Closed
RWP
1189
RWA Wealth Partners
Massachusetts
-$1.03M -13,785 Closed
PCM
1190
Presidio Capital Management
California
-$907K -12,120 Closed
AIM
1191
AMI Investment Management
Indiana
-$904K -12,078 Closed
TC
1192
TAGStone Capital
North Carolina
-$902K -12,061 Closed
KWA
1193
KCS Wealth Advisory
California
-$853K -11,402 Closed
CAN
1194
Claraphi Advisory Network
United States
-$805K -10,763 Closed
FA
1195
Fiducient Advisors
Illinois
-$713K -9,528 Closed
EWM
1196
EPG Wealth Management
Georgia
-$656K -8,768 Closed
WWP
1197
Waypoint Wealth Partners
California
-$641K -8,564 Closed
SFG
1198
Sage Financial Group
Pennsylvania
-$569K -7,610 Closed
NW
1199
NewEdge Wealth
Pennsylvania
-$557K -7,439 Closed
HIC
1200
Hartline Investment Corp
Illinois
-$514K -6,872 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.