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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
CCT
1201
Capital City Trust
Florida
-$509K -6,802 Closed
CWM
1202
Connecticut Wealth Management
Connecticut
-$493K -6,585 Closed
OFS
1203
OneAscent Financial Services
Alabama
-$492K -6,575 Closed
BBA
1204
Braun-Bostich & Associates
Pennsylvania
-$492K -6,570 Closed
VW
1205
Vance Wealth
California
-$444K -5,929 Closed
WWA
1206
WCG Wealth Advisors
Nevada
-$451K -5,856 Closed
SCM
1207
SOL Capital Management
Maryland
-$429K -5,735 Closed
FNWM
1208
Financial Network Wealth Management
Utah
-$422K -5,643 Closed
CSIA
1209
Charles Schwab Investment Advisory
California
-$418K -5,592 Closed
WHCI
1210
W.H. Cornerstone Investments
Massachusetts
-$407K -5,462 Closed
BAS
1211
Brown Advisory Securities
Maryland
-$400K -5,341 Closed
GT
1212
Glenview Trust
Kentucky
-$400K -5,341 Closed
PIM
1213
Penobscot Investment Management
Massachusetts
-$357K -4,764 Closed
WIM
1214
Warwick Investment Management
Texas
-$356K -4,758 Closed
SFM
1215
Signet Financial Management
New Jersey
-$349K -4,664 Closed
CAM
1216
Cozad Asset Management
Illinois
-$338K -4,512 Closed
FLA
1217
Financial Life Advisors
Texas
-$326K -4,351 Closed
BBW
1218
Blue Barn Wealth
Utah
-$320K -4,276 Closed
HIP
1219
HUB Investment Partners
Texas
-$320K -4,274 Closed
UL
1220
Unionview LLC
Washington
-$311K -4,155 Closed
FT
1221
Fiduciary Trust
Massachusetts
-$303K -4,040 Closed
W
1222
WealthOne
New York
-$300K -4,012 Closed
FWP
1223
Falcon Wealth Planning
California
-$287K -3,831 Closed
HNW
1224
High Note Wealth
Minnesota
-$270K -3,613 Closed
MMPW
1225
Mitchell McLeod Pugh & Williams
Alabama
-$270K -3,613 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.