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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
BCI
126
Brinker Capital Investments
Pennsylvania
$19.7M -$218K -2,908 -1%
Betterment LLC
127
Betterment LLC
New York
$19.5M +$1.24M +16,528 +7%
PD
128
Planning Directions
Pennsylvania
$19.4M -$6.18M -82,367 -24%
HWA
129
Heartwood Wealth Advisors
Virginia
$19.4M -$1.06M -14,097 -5%
FHC
130
Fort Henry Capital
West Virginia
$19.4M -$1.2M -15,965 -6%
Carson Wealth (CWM LLC)
131
Carson Wealth (CWM LLC)
Nebraska
$19.4M +$810K +10,791 +4%
EA
132
Efficient Advisors
Ohio
$19M -$48.5M -646,332 -72%
GLLW
133
Graves Light Lenhart Wealth
Virginia
$19M -$5.97M -79,584 -24%
Comerica Bank
134
Comerica Bank
Texas
$18.9M +$7.95M +105,936 +74%
CFB
135
Cullen/Frost Bankers
Texas
$18.5M +$6.36M +84,815 +53%
WDG
136
Wealth Dimensions Group
Ohio
$18.2M +$15.9M +211,954 +702%
HP
137
HT Partners
Connecticut
$18.1M +$15.9M +211,957 +728%
RW
138
REDW Wealth
New Mexico
$18.1M +$435K +5,801 +2%
NOI
139
Newton One Investments
Delaware
$17.6M -$845K -11,266 -5%
NL
140
NEPC LLC
Massachusetts
$17.5M
FCA
141
FLC Capital Advisors
California
$17.5M +$11.2M +148,789 +178%
FMII
142
Farmers & Merchants Investments Inc
Nebraska
$17.4M -$1.91M -25,418 -10%
VIA
143
Vantagepoint Investment Advisers
District of Columbia
$17.4M -$3.83M -51,040 -18%
M&T Bank
144
M&T Bank
New York
$17.4M -$729K -9,718 -4%
AAM
145
Austin Asset Management
Texas
$17.4M
ABC
146
Associated Banc-Corp
Wisconsin
$17.2M +$140K +1,871 +0.8%
WG
147
Watchman Group
Texas
$17M -$634K -8,445 -4%
KL
148
KWMG LLC
Kansas
$16.9M -$153K -2,036 -0.9%
PPW
149
Presilium Private Wealth
Pennsylvania
$16.8M +$16.8M +223,268 New
Mackenzie Financial
150
Mackenzie Financial
Ontario, Canada
$16.5M

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.