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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
NAS
176
Nicolet Advisory Services
Wisconsin
$13.6M -$460K -6,137 -3%
NEGWA
177
New England Guild Wealth Advisors
Connecticut
$13.6M +$13.5M +180,264 New
RVPG
178
Relative Value Partners Group
$13.5M -$1.08M -14,339 -7%
CA
179
Cambridge Associates
Massachusetts
$13.5M +$1.27M +16,902 +10%
BRWA
180
B. Riley Wealth Advisors
Florida
$13.5M +$501K +6,678 +4%
CWC
181
Carolinas Wealth Consulting
North Carolina
$13.1M -$2.06M -27,465 -14%
CFA
182
Cahill Financial Advisors
Minnesota
$13M -$2.53M -33,764 -16%
PWMG
183
Pioneer Wealth Management Group
Texas
$13M +$13M +172,629 New
Cerity Partners
184
Cerity Partners
New York
$12.8M +$8.15M +108,641 +175%
SOAG
185
Silver Oak Advisory Group
Oregon
$12.8M +$1.05M +14,040 +9%
RWM
186
Ritholtz Wealth Management
New York
$12.6M -$58.7M -783,033 -82%
B
187
BetterWealth
California
$12.6M +$40K +533 +0.3%
YAL
188
Your Advocates Ltd
Texas
$12.5M -$138K -1,835 -1%
TC
189
Telemus Capital
Michigan
$12.4M -$5.37M -71,623 -30%
THL
190
Tillman Hartley LLC
Colorado
$12.4M +$12.3M +164,557 New
KLI
191
Kelman-Lazarov Inc
Tennessee
$12.3M +$1.33M +17,791 +12%
FMC
192
First Merchants Corp
Indiana
$12.2M +$6.11M +81,421 +102%
CB
193
Commerce Bank
Missouri
$12.1M +$3.48M +46,400 +40%
CS
194
Comerica Securities
Michigan
$12.1M -$348K -4,636 -3%
CPWMP
195
Cardinal Point Wealth Management Partners
California
$12M +$6.78M +90,381 +130%
CPCM
196
Cardinal Point Capital Management
Ontario, Canada
$12M +$12M +159,685 New
BFP
197
Brewster Financial Planning
New York
$12M +$216K +2,873 +2%
FA
198
Fortis Advisors
Pennsylvania
$11.9M -$653K -8,703 -5%
ODIJL
199
One Day In July LLC
Vermont
$11.8M -$1.57M -20,958 -12%
SWA
200
Safir Wealth Advisors
New Hampshire
$11.7M -$132K -1,765 -1%

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.