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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
NS
101
Newman & Schimel
Illinois
$30M +$424K +5,645 +1%
Manulife (Manufacturers Life Insurance)
102
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$29.7M +$1.02M +13,538 +4%
Fifth Third Bancorp
103
Fifth Third Bancorp
Ohio
$29.3M -$2M -26,597 -6%
OPS
104
Orion Portfolio Solutions
Nebraska
$28.5M +$532K +7,094 +2%
QCG
105
Quadrant Capital Group
Ohio
$28.4M +$25.7M +342,389 +985%
CA
106
Cetera Advisors
Colorado
$28M +$24.8M +330,004 +790%
HWM
107
HB Wealth Management
Georgia
$27.5M +$10.9M +145,638 +66%
WWM
108
Wiser Wealth Management
Georgia
$27.1M -$92.4K -1,231 -0.3%
SC
109
Savant Capital
Illinois
$25.9M -$3.77M -50,234 -13%
FHA
110
First Horizon Advisors
Tennessee
$25.7M -$3.54M -47,139 -12%
Bank of Montreal
111
Bank of Montreal
Ontario, Canada
$24.4M -$12.4M -165,932 -34%
TFA
112
Tobias Financial Advisors
Florida
$23.5M +$6.89M +91,833 +42%
BFA
113
Bluestem Financial Advisors
Illinois
$23.3M -$3.39M -45,166 -13%
HI
114
Human Investing
Oregon
$23.2M -$5.82M -77,599 -20%
FPIS
115
Financial Planning & Information Services
Wisconsin
$22.5M +$1.28M +17,035 +6%
Financial Engines Advisors
116
Financial Engines Advisors
California
$22M +$21.6M +287,474 +6,932%
BCM
117
Brookstone Capital Management
Illinois
$21.7M -$1.76M -23,506 -8%
Mariner
118
Mariner
Kansas
$21.4M +$1.79M +23,911 +9%
PIFP
119
Partners in Financial Planning
Virginia
$21.4M +$1.3M +17,264 +6%
BAAM
120
Baker Avenue Asset Management
California
$20.7M +$13.6M +181,158 +193%
BCWM
121
Bartlett & Co Wealth Management
Ohio
$20.5M -$5.86M -78,077 -22%
BC
122
Bartlett & Co
Ohio
$20.5M -$5.86M -78,077 -22%
JFA
123
JNBA Financial Advisors
Minnesota
$20.3M +$3.74M +49,886 +23%
WFA
124
Websterrogers Financial Advisors
South Carolina
$19.7M -$968K -12,903 -5%
CAG
125
Crestwood Advisors Group
Massachusetts
$19.7M +$155K +2,071 +0.8%

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.