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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
Prudential Financial
151
Prudential Financial
New Jersey
$16.5M +$961K +12,809 +6%
ERIC
152
Eagle Rock Investment Company
Georgia
$16.4M +$55.3K +737 +0.3%
PCIA
153
Prime Capital Investment Advisors
Kansas
$16.3M +$16M +212,603 +5,297%
NL
154
NWAM LLC
Washington
$16.2M -$719K -9,578 -4%
MPIA
155
Mountain Pacific Investment Advisers
Idaho
$16.2M -$1.52M -20,287 -9%
Citadel Advisors
156
Citadel Advisors
Florida
$16.1M -$14.4M -192,406 -47%
AA
157
ALPS Advisors
Colorado
$16M -$3.38K -45 -0%
PP
158
PDS Planning
Ohio
$15.9M -$1.15M -15,369 -7%
TF
159
TIAA FSB
Florida
$15.3M +$87.7K +1,169 +0.6%
PWLP
160
Prio Wealth Limited Partnership
Massachusetts
$15.3M -$2.71M -36,157 -15%
FHC
161
First Heartland Consultants
Missouri
$15.2M +$8.59M +114,496 +131%
MG
162
MilWealth Group
Wisconsin
$15.2M -$226K -3,006 -1%
EI
163
Ellevest Inc
New York
$15.1M -$1.39M -18,559 -8%
Neuberger Berman Group
164
Neuberger Berman Group
New York
$14.7M +$3.72M +49,566 +34%
BC
165
Burney Company
Virginia
$14.7M -$797K -10,621 -5%
MWM
166
Modera Wealth Management
New Jersey
$14.6M +$5.07M +67,604 +54%
BWA
167
BDO Wealth Advisors
Florida
$14.6M -$1.42M -18,961 -9%
GAB
168
German American Bancorp
Indiana
$14.4M +$14.4M +191,620 New
BHWM
169
Bay Harbor Wealth Management
Maryland
$14.3M -$150K -2,004 -1%
GGS
170
Galvin Gaustad & Stein
Arizona
$14.2M -$1.44M -19,222 -9%
CI
171
CX Institutional
Indiana
$14.2M +$14.2M +188,731 New
FFG
172
Fullen Financial Group
Ohio
$14M +$1.51M +20,061 +12%
CIC
173
Cutler Investment Counsel
Oregon
$13.9M +$331K +4,417 +2%
AIA
174
Arbor Investment Advisors
North Carolina
$13.9M +$1.39M +18,546 +11%
CWM
175
Calamos Wealth Management
Illinois
$13.8M -$2.35M -31,281 -15%

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.