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Vanguard Short-Term Bond ETF
BSV

Overview Fund Activity

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
Holders
348
Holders Change
+9
Holders Change %
+2.65%
% of All Funds
10.06%
Holding in Top 10
49
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+8.89%
% of All Funds
1.42%
New
32
Increased
146
Reduced
118
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MAA
Managed Account Advisors
New Jersey
$164M
2
AUIM
Aegon USA Investment Management
Iowa
$518M
3
Jones Financial Companies
Jones Financial Companies
Missouri
$600M
4
Wells Fargo
Wells Fargo
California
$1.04B
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$32.1M

Top Sellers

1
BTS
BB&T Securities
Virginia
$25.6M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$232M
3
TCT
TIAA CREF Trust
Missouri
$655M
4
IA
IndexIQ Advisors
New York
$47.8M
5
LPL Financial
LPL Financial
California
$49.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAM
226
Autus Asset Management
Arizona
$703K -$51.1K -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 -$8.65K -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 +$24K +300 +4%
HCM
234
Hollencrest Capital Management
California
$628K -$44.8K -560 -7%
JGUA
235
John G. Ullman & Associates
New York
$607K +$11.6K +145 +2%
BRWA
236
B. Riley Wealth Advisors
Florida
$605K +$3.2K +40 +0.5%
BSW
237
Buckingham Strategic Wealth
Missouri
$575K +$70.8K +884 +14%
BJL
238
Brighton Jones LLC
Washington
$565K +$160 +2 +0%
NES
239
New England Securities
New York
$534K +$7.29K +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 +$62.9K +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 +$484K +6,007 New
TC
246
Taylor Cottrill
New Hampshire
$481K -$3.2K -40 -0.7%
WB
247
WesBanco Bank
West Virginia
$477K +$477K +5,960 New
NIM
248
Northeast Investment Management
Massachusetts
$468K +$468K +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%
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