Vanguard Short-Term Bond ETF
1,207 hedge funds and large institutions have $26.8B invested in Vanguard Short-Term Bond ETF in 2023 Q4 according to their latest regulatory filings, with 182 funds opening new positions, 398 increasing their positions, 519 reducing their positions, and 82 closing their positions.
122% more first-time investments, than exits
New positions opened: 182 | Existing positions closed: 82
7% more funds holding
Funds holding: 1,126 → 1,207 (+81)
7% more funds holding in top 10
Funds holding in top 10: 131 → 140 (+9)
3.85% more ownership
Funds ownership: 80.32% → 84.17% (+3.9%)
1% more capital invested
Capital invested by funds: $26.6B → $26.8B (+$213M)
23% less repeat investments, than reductions
Existing positions increased: 398 | Existing positions reduced: 519
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$1.02B |
| 2 |
Northern Trust
Chicago,
Illinois
|
+$245M |
| 3 |
Mercer Global Advisors
Denver,
Colorado
|
+$146M |
| 4 |
MIS
Morningstar Investment Services
Chicago,
Illinois
|
+$141M |
| 5 |
ETC
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
+$47.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCMIO
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
-$492M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$391M |
| 3 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$339M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$190M |
| 5 |
Empower Advisory Group
Greenwood Village,
Colorado
|
-$171M |
BSV Hedge Fund Activity: Q4 2023 in Review
1,207 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Bond ETF (BSV) for Q4 2023, worth a combined $26.8B — up 0.8% from $26.6B a quarter earlier.
Buyers outnumbered sellers: 182 funds opened new BSV positions and 82 closed out — a net gain of 100 holders — while 398 added to existing stakes and 519 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $1.02B. The largest seller was Beacon Capital Management Inc (Ohio), cutting an estimated $492M.
- 1,207 institutional investors held Vanguard Short-Term Bond ETF (BSV) as of Q4 2023, up from 1,126 in Q3 2023.
- Funds reported $26.8B of Vanguard Short-Term Bond ETF stock for Q4 2023, up 0.8% quarter-over-quarter.
- 182 funds opened new Vanguard Short-Term Bond ETF positions in Q4 2023 and 82 closed out, a net change of +100 holders.
- The largest Vanguard Short-Term Bond ETF buyer in Q4 2023 was Goldman Sachs, an estimated $1.02B added.
- The largest Vanguard Short-Term Bond ETF seller in Q4 2023 was Beacon Capital Management Inc (Ohio), an estimated $492M sold.
Based on aggregated 13F filings for Q4 2023.