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Vanguard Short-Term Bond ETF

491 hedge funds and large institutions have $11.6B invested in Vanguard Short-Term Bond ETF in 2016 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 190 increasing their positions, 175 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 30

12% more capital invested

Capital invested by funds: $10.4B → $11.6B (+$1.21B)

4% more funds holding

Funds holding: 471491 (+20)

2% more funds holding in top 10

Funds holding in top 10: 6667 (+1)

9% more repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 175

0.55% more ownership

Funds ownership: 61.7%62.25% (+0.55%)

Holders
491
Holders Change
+20
Holders Change %
+4.25%
% of All Funds
13.08%
Holding in Top 10
67
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.52%
% of All Funds
1.79%
New
56
Increased
190
Reduced
175
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
226
Cetera Advisors
Colorado
$1.54M +$41.7K +520 +3%
NG
227
Northstar Group
New York
$1.53M +$150K +1,875 +11%
OC
228
Oppenheimer & Co
New York
$1.52M -$46.1K -575 -3%
GWM
229
Greenwich Wealth Management
Connecticut
$1.49M -$87.4K -1,090 -6%
WCM
230
Weatherstone Capital Management
Colorado
$1.48M +$602K +7,506 +69%
LA
231
LVW Advisors
New York
$1.47M -$246K -3,068 -14%
KPCM
232
Kings Point Capital Management
New York
$1.47M -$661K -8,250 -31%
AACR
233
ACR Alpine Capital Research
Missouri
$1.47M +$242K +3,017 +20%
AP
234
Advisors Preferred
Maryland
$1.46M -$1.07M -13,371 -43%
HS
235
Horan Securities
United States
$1.46M +$1.45M +18,134 New
AllianceBernstein
236
AllianceBernstein
Tennessee
$1.43M -$101K -1,258 -7%
VC
237
Vicus Capital
Pennsylvania
$1.41M +$186K +2,316 +15%
GIM
238
Goelzer Investment Management
Indiana
$1.36M -$30.9K -386 -2%
HCM
239
Horan Capital Management
Maryland
$1.34M +$303K +3,785 +29%
MIAN
240
Mariner Independent Advisor Network
Kansas
$1.33M +$1.33M +16,569 New
SIA
241
SeaBridge Investment Advisors
New Jersey
$1.3M +$703K +8,770 +120%
KA
242
Kovack Advisors
Florida
$1.3M -$342K -4,261 -21%
AA
243
Alesco Advisors
New York
$1.28M -$815K -10,170 -39%
CWM
244
Concert Wealth Management
California
$1.28M +$305K +3,807 +31%
MSS
245
Mitchell Sinkler & Starr
Pennsylvania
$1.26M +$122K +1,520 +11%
Vanguard Group
246
Vanguard Group
Pennsylvania
$1.25M +$322K +4,012 +35%
FA
247
FCG Advisors
New Jersey
$1.25M -$47.7K -595 -4%
RPA
248
Rock Point Advisors
Vermont
$1.23M -$4.01K -50 -0.3%
DC
249
Davenport & Co
Virginia
$1.22M +$18.4K +230 +2%
Koshinski Asset Management
250
Koshinski Asset Management
Illinois
$1.21M -$4.16M -51,919 -78%

BSV Hedge Fund Activity: Q1 2016 in Review

491 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Bond ETF (BSV) for Q1 2016, worth a combined $11.6B — up 12% from $10.4B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new BSV positions and 30 closed out — a net gain of 26 holders — while 190 added to existing stakes and 175 trimmed.

The largest buyer was Bank of America, adding an estimated $138M. The largest seller was TD Ameritrade Investment Management, cutting an estimated $18M.

  • 491 institutional investors held Vanguard Short-Term Bond ETF (BSV) as of Q1 2016, up from 471 in Q4 2015.
  • Funds reported $11.6B of Vanguard Short-Term Bond ETF stock for Q1 2016, up 12% quarter-over-quarter.
  • 56 funds opened new Vanguard Short-Term Bond ETF positions in Q1 2016 and 30 closed out, a net change of +26 holders.
  • The largest Vanguard Short-Term Bond ETF buyer in Q1 2016 was Bank of America, an estimated $138M added.
  • The largest Vanguard Short-Term Bond ETF seller in Q1 2016 was TD Ameritrade Investment Management, an estimated $18M sold.

Based on aggregated 13F filings for Q1 2016.