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Vanguard Short-Term Bond ETF

415 hedge funds and large institutions have $9.4B invested in Vanguard Short-Term Bond ETF in 2015 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 174 increasing their positions, 138 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 34

26% more repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 138

13% more capital invested

Capital invested by funds: $8.34B → $9.4B (+$1.06B)

2.5% more ownership

Funds ownership: 57.74%60.23% (+2.5%)

2% more funds holding

Funds holding: 405415 (+10)

7% less funds holding in top 10

Funds holding in top 10: 5753 (-4)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $217K

Holders
415
Holders Change
+10
Holders Change %
+2.47%
% of All Funds
11.06%
Holding in Top 10
53
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.02%
% of All Funds
1.41%
New
51
Increased
174
Reduced
138
Closed
34
Calls
Puts
$217K
Net Calls
-$217K
Net Calls Change
-$217K
Name Holding Trade Value Shares
Change
Change in
Stake
WRM
226
Westport Resources Management
Connecticut
$950K
CP
227
Camelot Portfolios
Ohio
$910K -$96.8K -1,206 -10%
VNA
228
Valley National Advisers
Pennsylvania
$906K +$114K +1,416 +14%
WA
229
Wealth Architects
California
$903K +$11.6K +145 +1%
CSIC
230
Clifford Swan Investment Counsel
California
$888K
RJFSA
231
Raymond James Financial Services Advisors
Florida
$881K -$28.2K -351 -3%
KA
232
Kovack Advisors
Florida
$879K +$62.3K +776 +8%
AF
233
Affiance Financial
Minnesota
$873K +$870K +10,840 New
Neuberger Berman Group
234
Neuberger Berman Group
New York
$864K +$333K +4,154 +63%
NGA
235
Naples Global Advisors
Florida
$863K +$8.03K +100 +0.9%
CAM
236
Concorde Asset Management
Michigan
$821K -$239K -2,980 -23%
BFA
237
Bragg Financial Advisors
North Carolina
$803K +$172K +2,140 +27%
PCM
238
Pointe Capital Management
Michigan
$801K +$798K +9,945 New
NFG
239
Next Financial Group
Texas
$793K -$368K -4,587 -32%
ACS
240
Archford Capital Strategies
Illinois
$791K +$13.2K +164 +2%
GAM
241
Gould Asset Management
California
$788K +$442K +5,505 +129%
WCM
242
Weik Capital Management
Pennsylvania
$779K +$52.2K +650 +7%
JPTCCM
243
J.P. Turner & Co Capital Management
Georgia
$777K +$19.9K +248 +3%
BRWA
244
B. Riley Wealth Advisors
Florida
$775K +$49.2K +613 +7%
OC
245
Oppenheimer & Co
New York
$774K +$14.4K +180 +2%
CCM
246
Coldstream Capital Management
Washington
$765K -$42.2K -526 -5%
IFB
247
iAB Financial Bank
Indiana
$750K
1SB
248
1ST Source Bank
Indiana
$708K +$112K +1,400 +19%
HH
249
Hilltop Holdings
Texas
$704K +$37.8K +471 +6%
RMA
250
Roffman Miller Associates
Pennsylvania
$670K -$446K -5,552 -40%

BSV Hedge Fund Activity: Q1 2015 in Review

415 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Bond ETF (BSV) for Q1 2015, worth a combined $9.4B — up 13% from $8.34B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new BSV positions and 34 closed out — a net gain of 17 holders — while 174 added to existing stakes and 138 trimmed.

The largest buyer was Bank of America, adding an estimated $324M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $306M.

  • 415 institutional investors held Vanguard Short-Term Bond ETF (BSV) as of Q1 2015, up from 405 in Q4 2014.
  • Funds reported $9.4B of Vanguard Short-Term Bond ETF stock for Q1 2015, up 13% quarter-over-quarter.
  • 51 funds opened new Vanguard Short-Term Bond ETF positions in Q1 2015 and 34 closed out, a net change of +17 holders.
  • The largest Vanguard Short-Term Bond ETF buyer in Q1 2015 was Bank of America, an estimated $324M added.
  • The largest Vanguard Short-Term Bond ETF seller in Q1 2015 was Manulife (Manufacturers Life Insurance), an estimated $306M sold.

Based on aggregated 13F filings for Q1 2015.