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Vanguard Short-Term Bond ETF
BSV

1,205 hedge funds and large institutions have $29B invested in Vanguard Short-Term Bond ETF in 2023 Q4 according to their latest regulatory filings, with 179 funds opening new positions, 401 increasing their positions, 517 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more first-time investments, than exits

New positions opened: 179 | Existing positions closed: 82

10.85% more ownership

Funds ownership: 80.05% → 90.9% (+11%)

9% more capital invested

Capital invested by funds: $26.6B → $29B (+$2.44B)

7% more funds holding

Funds holding: 1,127 → 1,205 (+78)

7% more funds holding in top 10

Funds holding in top 10: 130 → 139 (+9)

22% less repeat investments, than reductions

Existing positions increased: 401 | Existing positions reduced: 517

Holders
1,205
Holders Change
+78
Holders Change %
+6.92%
% of All Funds
17.57%
Holding in Top 10
139
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+6.92%
% of All Funds
2.03%
New
179
Increased
401
Reduced
517
Closed
82
Calls
$709K
Puts
–
Net Calls
+$709K
Net Calls Change
+$393K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$2.13B
2
Goldman Sachs
Goldman Sachs
New York
+$1.02B
3
Northern Trust
Northern Trust
Illinois
+$245M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$146M
5
MIS
Morningstar Investment Services
Illinois
+$141M

Top Sellers

Rank Fund Capital Flow
1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
-$492M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$391M
3
UCFA
United Capital Financial Advisors
Texas
-$339M
4
Osaic Holdings
Osaic Holdings
Arizona
-$190M
5
Empower Advisory Group
Empower Advisory Group
Colorado
-$171M
Name Holding Trade Value Shares
Change 		Change in
Stake
RAG
1226
RIA Advisory Group
Iowa
– -$1.12M -14,875 Closed
IC
1227
IEQ Capital
California
– -$1.02M -13,564 Closed
LPT
1228
Legacy Private Trust
Wisconsin
– -$848K -11,279 Closed
Mackenzie Financial
1229
Mackenzie Financial
Ontario, Canada
– -$814K -10,900 Closed
MAM
1230
McLean Asset Management
Virginia
– -$766K -10,189 Closed
PA
1231
Parkside Advisors
California
– -$593K -7,895 Closed
CWG
1232
Cornerstone Wealth Group
North Carolina
– -$509K -6,777 Closed
WCM
1233
Weik Capital Management
Pennsylvania
– -$497K -6,611 Closed
RI
1234
Rinkey Investments
California
– -$383K -5,089 Closed
BWM
1235
Birchcreek Wealth Management
Ohio
– -$354K -4,707 Closed
TI
1236
tru Independence
Oregon
– -$315K -4,193 Closed
3LCM
1237
3D/L Capital Management
Connecticut
– -$313K -4,166 Closed
JGUA
1238
John G. Ullman & Associates
New York
– -$308K -4,097 Closed
AAS
1239
Annex Advisory Services
Wisconsin
– -$296K -3,944 Closed
CW
1240
Channel Wealth
California
– -$295K -3,930 Closed
CPCM
1241
Cardinal Point Capital Management
Ontario, Canada
– -$288K -3,837 Closed
VC
1242
Vestor Capital
Illinois
– -$285K -3,785 Closed
Tudor Investment Corp
1243
Tudor Investment Corp
Connecticut
– -$271K -3,608 Closed
BBWP
1244
Beacon Bridge Wealth Partners
Pennsylvania
– -$261K -3,470 Closed
OAM
1245
Occidental Asset Management
California
– -$259K -3,451 Closed
YIA
1246
YHB Investment Advisors
Connecticut
– -$254K -3,375 Closed
LWM
1247
Liberty Wealth Management
California
– -$240K -3,196 Closed
MHWM
1248
Montz Harcus Wealth Management
Louisiana
– -$230K -3,063 Closed
LA
1249
Latitude Advisors
Florida
– -$229K -3,050 Closed
DWM
1250
Dopkins Wealth Management
New York
– -$228K -3,028 Closed
48 49
50
51 52

BSV Hedge Fund Activity: Q4 2023 in Review

1,205 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Bond ETF (BSV) for Q4 2023, worth a combined $29B — up 9.2% from $26.6B a quarter earlier.

Buyers outnumbered sellers: 179 funds opened new BSV positions and 82 closed out — a net gain of 97 holders — while 401 added to existing stakes and 517 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.13B. The largest seller was Beacon Capital Management Inc (Ohio), cutting an estimated $492M.

  • 1,205 institutional investors held Vanguard Short-Term Bond ETF (BSV) as of Q4 2023, up from 1,127 in Q3 2023.
  • Funds reported $29B of Vanguard Short-Term Bond ETF stock for Q4 2023, up 9.2% quarter-over-quarter.
  • 179 funds opened new Vanguard Short-Term Bond ETF positions in Q4 2023 and 82 closed out, a net change of +97 holders.
  • The largest Vanguard Short-Term Bond ETF buyer in Q4 2023 was Morgan Stanley, an estimated $2.13B added.
  • The largest Vanguard Short-Term Bond ETF seller in Q4 2023 was Beacon Capital Management Inc (Ohio), an estimated $492M sold.

Based on aggregated 13F filings for Q4 2023.