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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
JIR
251
James Investment Research
Ohio
$449K
V
252
Veritable
Delaware
$445K -$642 -8 -0.1%
GIP
253
Greatmark Investment Partners
Georgia
$423K
CL
254
Croft-Leominster
Maryland
$423K +$423K +5,267 New
AW
255
ACG Wealth
Georgia
$412K
BWFA
256
Baltimore-Washington Financial Advisors
Maryland
$403K -$97.1K -1,210 -19%
CC
257
Courier Capital
New York
$403K
BCM
258
Bluefin Capital Management
New York
$400K -$2.35M -29,301 -86%
WGCA
259
Wolf Group Capital Advisors
Virginia
$392K +$14.8K +185 +4%
NFG
260
Nadler Financial Group
Illinois
$385K -$65.1K -811 -14%
RJT
261
Raymond James Trust
Florida
$375K -$370K -4,614 -50%
NIM
262
Northeast Investment Management
Massachusetts
$360K -$109K -1,365 -23%
AC
263
Addison Capital
Pennsylvania
$360K +$3.77K +47 +1%
PAMG
264
Patton Albertson Miller Group
Tennessee
$360K +$360K +4,489 New
HCA
265
Harbour Capital Advisors
Virginia
$359K
VDI
266
Vaughan David Investments
Illinois
$352K -$50.9K -635 -13%
VCAM
267
Van Cleef Asset Management
Ohio
$344K -$25.3K -315 -7%
TNB
268
Thomasville National Bank
Georgia
$340K
FFS
269
Founders Financial Securities
Maryland
$331K -$1.39M -17,266 -81%
HI
270
Horizon Investments
North Carolina
$330K -$1.39M -17,379 -81%
KWMG
271
King Wealth Management Group
Florida
$330K +$17.6K +220 +6%
ADBIC
272
A.D. Beadell Investment Counsel
Wisconsin
$329K +$24.1K +300 +8%
TNBTD
273
Trustmark National Bank Trust Department
Mississippi
$322K
GE
274
General Electric
Ohio
$321K
SAM
275
Shamrock Asset Management
Texas
$320K -$39.7K -495 -11%

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.