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Vanguard Short-Term Bond ETF

350 hedge funds and large institutions have $8.37B invested in Vanguard Short-Term Bond ETF in 2014 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 141 increasing their positions, 123 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 21

15% more repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 123

8% more capital invested

Capital invested by funds: $7.75B → $8.37B (+$623M)

1.68% more ownership

Funds ownership: 56.08%57.76% (+1.7%)

1% more funds holding

Funds holding: 348350 (+2)

6% less funds holding in top 10

Funds holding in top 10: 4946 (-3)

Holders
350
Holders Change
+2
Holders Change %
+0.57%
% of All Funds
10.06%
Holding in Top 10
46
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.12%
% of All Funds
1.32%
New
26
Increased
141
Reduced
123
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HIS
226
Horizon Investment Services
Indiana
$645K -$18.9K -235 -3%
PIM
227
Penobscot Investment Management
Massachusetts
$642K -$28.1K -350 -4%
LCP
228
Legacy Capital Partners
Wisconsin
$639K +$367K +4,580 +136%
LIM
229
Loudon Investment Management
New Hampshire
$637K -$4.41K -55 -0.7%
AACR
230
ACR Alpine Capital Research
Missouri
$634K
NES
231
New England Securities
New York
$627K +$91.6K +1,142 +17%
HCM
232
Hollencrest Capital Management
California
$621K -$9.14K -114 -1%
AAM
233
Autus Asset Management
Arizona
$616K -$88.6K -1,104 -13%
JGUA
234
John G. Ullman & Associates
New York
$609K
BRWA
235
B. Riley Wealth Advisors
Florida
$609K +$606K +7,558 +100%
AFG
236
Albion Financial Group
Utah
$570K -$2.37M -29,490 -81%
BJL
237
Brighton Jones LLC
Washington
$566K -$1.2K -15 -0.2%
JIC
238
Johnson Investment Counsel
Ohio
$544K +$42.3K +527 +8%
BAAM
239
Baker Avenue Asset Management
California
$544K +$544K +6,777 New
AIS
240
American Investment Services
Massachusetts
$533K +$3.37K +42 +0.6%
AWA
241
Arete Wealth Advisors
Illinois
$527K
OC
242
Oppenheimer & Co
New York
$520K +$63.7K +794 +14%
SC
243
Scotia Capital
Ontario, Canada
$494K -$3.21K -40 -0.6%
TC
244
Taylor Cottrill
New Hampshire
$483K
US Bancorp
245
US Bancorp
Minnesota
$477K -$252K -3,139 -35%
GAM
246
Gould Asset Management
California
$468K -$983K -12,260 -68%
Bessemer Group
247
Bessemer Group
New Jersey
$467K -$767K -9,557 -62%
WRM
248
Westport Resources Management
Connecticut
$455K -$12.8K -160 -3%
LC
249
Lourd Capital
California
$450K
MWP
250
MYCIO Wealth Partners
Pennsylvania
$450K +$963 +12 +0.2%

BSV Hedge Fund Activity: Q2 2014 in Review

350 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Bond ETF (BSV) for Q2 2014, worth a combined $8.37B — up 8% from $7.75B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new BSV positions and 21 closed out — a net gain of 5 holders — while 141 added to existing stakes and 123 trimmed.

The largest buyer was Bank of America, adding an estimated $217M. The largest seller was Wells Fargo, cutting an estimated $92M.

  • 350 institutional investors held Vanguard Short-Term Bond ETF (BSV) as of Q2 2014, up from 348 in Q1 2014.
  • Funds reported $8.37B of Vanguard Short-Term Bond ETF stock for Q2 2014, up 8% quarter-over-quarter.
  • 26 funds opened new Vanguard Short-Term Bond ETF positions in Q2 2014 and 21 closed out, a net change of +5 holders.
  • The largest Vanguard Short-Term Bond ETF buyer in Q2 2014 was Bank of America, an estimated $217M added.
  • The largest Vanguard Short-Term Bond ETF seller in Q2 2014 was Wells Fargo, an estimated $92M sold.

Based on aggregated 13F filings for Q2 2014.