BSV icon

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 %
OC
251
Oppenheimer & Co
New York
$455K +$43.1K +538 +10%
NFG
252
Nadler Financial Group
Illinois
$449K -$21.2K -264 -4%
LC
253
Lourd Capital
California
$449K – – –
MWP
254
MYCIO Wealth Partners
Pennsylvania
$448K -$144K -1,796 -24%
KPCM
255
Kings Point Capital Management
New York
$447K +$367K +4,575 +458%
V
256
Veritable
Delaware
$444K – – –
BFA
257
Bragg Financial Advisors
North Carolina
$441K – – –
GIP
258
Greatmark Investment Partners
Georgia
$422K – – –
AW
259
ACG Wealth
Georgia
$410K – – –
CC
260
Courier Capital
New York
$402K -$1.52K -19 -0.4%
VDI
261
Vaughan David Investments
Illinois
$402K +$19.9K +249 +5%
GI
262
Glovista Investments
New Jersey
$400K – – –
MCM
263
Maple Capital Management
Vermont
$390K +$12K +150 +3%
JIR
264
James Investment Research
Ohio
$381K -$380K – –
WGCA
265
Wolf Group Capital Advisors
Virginia
$376K +$58.1K +725 +18%
VCAM
266
Van Cleef Asset Management
Ohio
$368K +$134K +1,670 +57%
SAM
267
Shamrock Asset Management
Texas
$358K -$124K -1,553 -26%
HCA
268
Harbour Capital Advisors
Virginia
$358K -$16K -200 -4%
AC
269
Addison Capital
Pennsylvania
$355K – – –
TNB
270
Thomasville National Bank
Georgia
$339K -$80 -1 -0%
TNBTD
271
Trustmark National Bank Trust Department
Mississippi
$321K – – –
GE
272
General Electric
Ohio
$320K – – –
KWMG
273
King Wealth Management Group
Florida
$312K +$38.1K +476 +14%
ADBIC
274
A.D. Beadell Investment Counsel
Wisconsin
$304K +$304K +3,800 New
WRTC
275
Wind River Trust Company
Wyoming
$297K -$197K -2,458 -40%
9 10
11
12 13