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Vanguard Short-Term Bond ETF

348 hedge funds and large institutions have $7.75B invested in Vanguard Short-Term Bond ETF in 2014 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 146 increasing their positions, 118 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 22

24% more repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 118

9% more funds holding in top 10

Funds holding in top 10: 4549 (+4)

3% more funds holding

Funds holding: 339348 (+9)

1% more capital invested

Capital invested by funds: $7.67B → $7.75B (+$74.2M)

0.56% less ownership

Funds ownership: 56.63%56.08% (-0.56%)

Holders
348
Holders Change
+9
Holders Change %
+2.65%
% of All Funds
10.05%
Holding in Top 10
49
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+8.89%
% of All Funds
1.41%
New
32
Increased
146
Reduced
118
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
226
Autus Asset Management
Arizona
$703K -$51.2K -638 -7%
LNC
227
Lincoln National Corp
Pennsylvania
$674K +$366K +4,563 +119%
PIM
228
Penobscot Investment Management
Massachusetts
$668K +$10.4K +130 +2%
HIS
229
Horizon Investment Services
Indiana
$663K -$802 -10 -0.1%
IFB
230
iAB Financial Bank
Indiana
$647K -$8.66K -108 -1%
CCT
231
Country Club Trust
Missouri
$647K +$57.3K +715 +10%
LIM
232
Loudon Investment Management
New Hampshire
$640K +$60.5K +755 +10%
AACR
233
ACR Alpine Capital Research
Missouri
$632K +$24.1K +300 +4%
HCM
234
Hollencrest Capital Management
California
$628K -$44.9K -560 -7%
JGUA
235
John G. Ullman & Associates
New York
$607K +$11.6K +145 +2%
BRWA
236
B. Riley Wealth Advisors
Florida
$605K +$3.21K +40 +0.5%
BSW
237
Buckingham Strategic Wealth
Missouri
$575K +$70.9K +884 +14%
BJL
238
Brighton Jones LLC
Washington
$565K +$160 +2 +0%
NES
239
New England Securities
New York
$534K +$7.3K +91 +1%
AIS
240
American Investment Services
Massachusetts
$528K
AWA
241
Arete Wealth Advisors
Illinois
$526K +$33.3K +415 +7%
JIC
242
Johnson Investment Counsel
Ohio
$500K +$63K +786 +14%
BWFA
243
Baltimore-Washington Financial Advisors
Maryland
$499K -$12K -150 -2%
SC
244
Scotia Capital
Ontario, Canada
$495K -$22.5K -281 -4%
WIC
245
Whitegate Investment Counselors
New Hampshire
$484K +$482K +6,007 New
TC
246
Taylor Cottrill
New Hampshire
$481K -$3.21K -40 -0.7%
WB
247
WesBanco Bank
West Virginia
$477K +$478K +5,960 New
NIM
248
Northeast Investment Management
Massachusetts
$468K +$469K +5,847 New
WRM
249
Westport Resources Management
Connecticut
$466K +$192K +2,400 +70%
PAG
250
Private Advisor Group
New Jersey
$456K +$17.3K +216 +4%

BSV Hedge Fund Activity: Q1 2014 in Review

348 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Bond ETF (BSV) for Q1 2014, worth a combined $7.75B — up 0.97% from $7.67B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new BSV positions and 22 closed out — a net gain of 10 holders — while 146 added to existing stakes and 118 trimmed.

The largest buyer was Managed Account Advisors, adding an estimated $68.9M. The largest seller was Envestnet Asset Management, cutting an estimated $45.4M.

  • 348 institutional investors held Vanguard Short-Term Bond ETF (BSV) as of Q1 2014, up from 339 in Q4 2013.
  • Funds reported $7.75B of Vanguard Short-Term Bond ETF stock for Q1 2014, up 0.97% quarter-over-quarter.
  • 32 funds opened new Vanguard Short-Term Bond ETF positions in Q1 2014 and 22 closed out, a net change of +10 holders.
  • The largest Vanguard Short-Term Bond ETF buyer in Q1 2014 was Managed Account Advisors, an estimated $68.9M added.
  • The largest Vanguard Short-Term Bond ETF seller in Q1 2014 was Envestnet Asset Management, an estimated $45.4M sold.

Based on aggregated 13F filings for Q1 2014.