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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
Legacy Financial Group (Iowa)
201
Legacy Financial Group (Iowa)
Iowa
$11.7M -$829K -11,054 -7%
PAS
202
Park Avenue Securities
New York
$11.7M +$2.34M +31,185 +25%
AWM
203
Aprio Wealth Management
Georgia
$11.6M -$4.07M -54,238 -26%
LFA
204
Level Financial Advisors
New York
$11.6M +$303K +4,045 +3%
LFS
205
Lutz Financial Services
Nebraska
$11.5M +$2.74M +36,462 +31%
WANY
206
Wealthspire Advisors (New York)
New York
$11.3M +$1.41M +18,796 +14%
SAG
207
SageView Advisory Group
California
$11.2M +$11.2M +149,241 New
HL
208
HeadInvest LLC
Maine
$11.2M -$2.71M -36,121 -20%
TFA
209
Triad Financial Advisors
North Carolina
$11.1M +$10.2M +136,143 +1,159%
CIP
210
Capital Insight Partners
Arizona
$11.1M +$887K +11,829 +9%
EA
211
Evolution Advisers
Virginia
$10.9M +$385K +5,131 +4%
SWM
212
SigFig Wealth Management
California
$10.7M -$84.4K -1,125 -0.8%
SCP
213
Shorepoint Capital Partners
Massachusetts
$10.5M +$109K +1,456 +1%
ACA
214
Ackerman Capital Advisors
Texas
$10.4M +$2.86M +38,130 +38%
FAT
215
First American Trust
California
$10.3M +$4.4M +58,637 +74%
SRC
216
Shufro Rose & Co
New York
$10.3M -$779K -10,389 -7%
Rockefeller Capital Management
217
Rockefeller Capital Management
New York
$10.2M -$1.69M -22,498 -14%
VFA
218
Voya Financial Advisors
Connecticut
$10.2M -$236K -3,148 -2%
CWAG
219
Compton Wealth Advisory Group
Virginia
$10M +$266K +3,542 +3%
APCM
220
Alaska Permanent Capital Management
Alaska
$9.95M +$1.96M +26,097 +25%
IWC
221
Integrated Wealth Concepts
Massachusetts
$9.92M +$6.49M +86,494 +191%
AWE
222
Avidian Wealth Enterprises
Texas
$9.92M -$1.14M -15,175 -10%
MPW
223
MGO Private Wealth
California
$9.9M -$8.37M -111,544 -46%
FG
224
Fiduciary Group
Georgia
$9.89M -$8.8M -117,326 -47%
PFM
225
Phillips Financial Management
Indiana
$9.87M +$5.8M +77,362 +144%

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.