We are live on ! Find out more
BSV icon

Vanguard Short-Term Bond ETF

405 hedge funds and large institutions have $8.34B invested in Vanguard Short-Term Bond ETF in 2014 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 148 increasing their positions, 129 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

243% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 21

16% more funds holding in top 10

Funds holding in top 10: 4957 (+8)

15% more repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 129

12% more funds holding

Funds holding: 362405 (+43)

3% less capital invested

Capital invested by funds: $8.57B → $8.34B (-$228M)

2.73% less ownership

Funds ownership: 60.46%57.74% (-2.7%)

Holders
405
Holders Change
+43
Holders Change %
+11.88%
% of All Funds
10.8%
Holding in Top 10
57
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+16.33%
% of All Funds
1.52%
New
72
Increased
148
Reduced
129
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CSIC
226
Clifford Swan Investment Counsel
California
$882K -$108K -1,350 -11%
AACR
227
ACR Alpine Capital Research
Missouri
$876K +$6.98K +87 +0.8%
AI
228
Atria Investments
North Carolina
$868K -$1.17M -14,540 -57%
NGA
229
Naples Global Advisors
Florida
$849K -$10.8K -135 -1%
RJT
230
Raymond James Trust
Florida
$827K +$383K +4,777 +86%
KA
231
Kovack Advisors
Florida
$810K -$1.53M -19,023 -65%
CCM
232
Coldstream Capital Management
Washington
$802K -$32.8K -409 -4%
HSBC Holdings
233
HSBC Holdings
United Kingdom
$800K +$241K +3,000 +43%
VNA
234
Valley National Advisers
Pennsylvania
$786K +$789K +9,830 New
BSW
235
Buckingham Strategic Wealth
Missouri
$782K +$63.9K +797 +9%
RT
236
Reliance Trust
Georgia
$773K -$83K -1,034 -10%
ACS
237
Archford Capital Strategies
Illinois
$772K +$9.23K +115 +1%
JPTCCM
238
J.P. Turner & Co Capital Management
Georgia
$756K +$758K +9,449 New
OC
239
Oppenheimer & Co
New York
$754K +$205K +2,561 +37%
FIM
240
Freedom Investment Management
Connecticut
$753K +$22.9K +286 +3%
DC
241
Davenport & Co
Virginia
$746K +$14.7K +183 +2%
IFB
242
iAB Financial Bank
Indiana
$744K +$24.1K +300 +3%
HCMT
243
Highland Capital Management (Tennessee)
Tennessee
$736K +$321 +4 +0%
VC
244
Vicus Capital
Pennsylvania
$733K +$249K +3,105 +51%
WCM
245
Weik Capital Management
Pennsylvania
$722K -$12K -149 -2%
FC
246
Forte Capital
New York
$685K -$61K -760 -8%
SWM
247
Stockman Wealth Management
Montana
$684K +$686K +8,550 New
FTIOP
248
Fiduciary Trust International of Pennsylvania
Pennsylvania
$677K +$66.6K +830 +11%
EC
249
Estate Counselors
Wisconsin
$676K
HH
250
Hilltop Holdings
Texas
$661K -$48.7K -607 -7%