We are live on ! Find out more
BSV icon

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
1WM
1226
1900 Wealth Management
Texas
-$243K -3,252 Closed
BTW
1227
Boston Trust Walden
Massachusetts
-$232K -3,100 Closed
ARC
1228
Advisor Resource Council
Texas
-$232K -3,093 Closed
BWA
1229
Beam Wealth Advisors
Louisiana
-$231K -3,086 Closed
ACM
1230
Advance Capital Management
Michigan
-$230K -3,073 Closed
EA
1231
Ellsworth Advisors
Ohio
-$229K -3,061 Closed
HWM
1232
Hemington Wealth Management
Virginia
-$224K -2,994 Closed
AC
1233
Addison Capital
Pennsylvania
-$222K -2,972 Closed
SOS
1234
Silver Oak Securities
Tennessee
-$222K -2,951 Closed
HSA
1235
HBK Sorce Advisory
Pennsylvania
-$220K -2,936 Closed
PFG
1236
Pinnacle Financial Group
Illinois
-$216K -2,892 Closed
GC
1237
Gratus Capital
Georgia
-$216K -2,890 Closed
FMTC
1238
Farmers & Merchants Trust Company
California
-$215K -2,868 Closed
GAA
1239
Global Assets Advisory
Florida
-$213K -2,852 Closed
DTL
1240
Dynamic Technology Lab
Singapore
-$212K -2,833 Closed
AFS
1241
AFG Fiduciary Services
Massachusetts
-$209K -2,793 Closed
SSI
1242
Scott & Selber Inc
Texas
-$207K -2,767 Closed
DIA
1243
Dana Investment Advisors
Wisconsin
-$206K -2,758 Closed
EP
1244
Eudaimonia Partners
Tennessee
-$203K -2,712 Closed
CAM
1245
Concorde Asset Management
Michigan
-$200K -2,679 Closed
PP
1246
Pacifica Partners
Canada
-$165K -2,266 Closed
AIP
1247
Almanack Investment Partners
Pennsylvania
-$164K -2,190 Closed
IAMOG
1248
Investors Asset Management of Georgia
Georgia
-$148K -1,979 Closed
CTA
1249
Colonial Trust Advisors
South Carolina
-$85K -1,135 Closed
CAM
1250
Chandler Asset Management
California
-$73K -975 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.