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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
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$4.89B +$132M +1,758,824 +3%
Morgan Stanley
2
Morgan Stanley
New York
$2.77B -$90.9M -1,211,790 -3%
BCMIO
3
Beacon Capital Management Inc (Ohio)
Ohio
$2.4B -$264M -3,517,105 -10%
PCA
4
Personal Capital Advisors
California
$990M -$44.5M -592,640 -4%
Bank of America
5
Bank of America
North Carolina
$980M -$2.34M -31,213 -0.2%
Goldman Sachs
6
Goldman Sachs
New York
$899M +$20.7M +275,908 +2%
Wells Fargo
7
Wells Fargo
California
$874M -$256M -3,408,293 -23%
Mercer Global Advisors
8
Mercer Global Advisors
Colorado
$867M +$92.5M +1,233,242 +12%
UCFA
9
United Capital Financial Advisors
Texas
$783M +$49.2M +655,629 +7%
Osaic Holdings
10
Osaic Holdings
Arizona
$708M -$19.8M -264,534 -3%
JP Morgan Chase
11
JP Morgan Chase
New York
$651M -$384M -5,113,481 -37%
AF
12
Allworth Financial
California
$526M -$7.52M -100,217 -1%
AWA
13
Arete Wealth Advisors
Illinois
$505M +$6.98K +93 +1%
LPL Financial
14
LPL Financial
California
$417M -$6.21M -82,709 -1%
TAIM
15
TD Ameritrade Investment Management
Nebraska
$405M -$35.9M -478,512 -8%
AAS
16
Avantax Advisory Services
Texas
$367M -$25.4M -338,159 -6%
TI
17
Truepoint Inc
Ohio
$364M +$212M +2,822,760 +140%
MIM
18
MetLife Investment Management
New Jersey
$332M -$2.09M -27,800 -0.6%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$326M +$12.8M +170,339 +4%
UBS Group
20
UBS Group
Switzerland
$307M +$34.8M +463,856 +13%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$251M +$838K +11,172 +0.3%
TLFA
22
True Link Financial Advisors
California
$218M +$8.78M +117,082 +4%
LNC
23
Lincoln National Corp
Pennsylvania
$213M -$6.45M -85,964 -3%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$211M +$98.6M +1,314,205 +88%
Truist Financial
25
Truist Financial
North Carolina
$210M -$5.11M -68,160 -2%

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.