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Vanguard Short-Term Bond ETF

362 hedge funds and large institutions have $8.57B invested in Vanguard Short-Term Bond ETF in 2014 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 158 increasing their positions, 118 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 16

34% more repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 118

7% more funds holding in top 10

Funds holding in top 10: 4649 (+3)

3% more funds holding

Funds holding: 350362 (+12)

2.7% more ownership

Funds ownership: 57.76%60.46% (+2.7%)

2% more capital invested

Capital invested by funds: $8.37B → $8.57B (+$196M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $400K

Holders
362
Holders Change
+12
Holders Change %
+3.43%
% of All Funds
10.5%
Holding in Top 10
49
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.52%
% of All Funds
1.42%
New
30
Increased
158
Reduced
118
Closed
16
Calls
Puts
$400K
Net Calls
-$400K
Net Calls Change
-$400K
Name Holding Trade Value Shares
Change
Change in
Stake
VCAM
251
Van Cleef Asset Management
Ohio
$452K +$109K +1,355 +32%
MWP
252
MYCIO Wealth Partners
Pennsylvania
$450K +$882 +11 +0.2%
LC
253
Lourd Capital
California
$448K
JIR
254
James Investment Research
Ohio
$447K
RJT
255
Raymond James Trust
Florida
$446K +$72.4K +903 +19%
EWM
256
Evercore Wealth Management
New York
$437K +$405K +5,055 +1,245%
KWMG
257
King Wealth Management Group
Florida
$435K +$106K +1,324 +32%
AFG
258
Albion Financial Group
Utah
$433K -$136K -1,695 -24%
JFGIW
259
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$432K -$996K -12,430 -70%
CL
260
Croft-Leominster
Maryland
$421K
AW
261
ACG Wealth
Georgia
$410K
CC
262
Courier Capital
New York
$399K -$2.97K -37 -0.7%
NIM
263
Northeast Investment Management
Massachusetts
$397K +$38.5K +480 +11%
BWFA
264
Baltimore-Washington Financial Advisors
Maryland
$394K -$8.02K -100 -2%
GIP
265
Greatmark Investment Partners
Georgia
$390K -$32.1K -400 -8%
NFG
266
Nadler Financial Group
Illinois
$389K +$5.53K +69 +1%
WGCA
267
Wolf Group Capital Advisors
Virginia
$383K -$7.21K -90 -2%
AC
268
Addison Capital
Pennsylvania
$380K +$21.2K +264 +6%
BAAM
269
Baker Avenue Asset Management
California
$372K -$170K -2,127 -31%
PAMG
270
Patton Albertson Miller Group
Tennessee
$359K
HCA
271
Harbour Capital Advisors
Virginia
$348K -$10K -125 -3%
VDI
272
Vaughan David Investments
Illinois
$347K -$4.01K -50 -1%
TNB
273
Thomasville National Bank
Georgia
$339K
FMII
274
Farmers & Merchants Investments Inc
Nebraska
$331K +$34.2K +427 +12%
ADBIC
275
A.D. Beadell Investment Counsel
Wisconsin
$328K

BSV Hedge Fund Activity: Q3 2014 in Review

362 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Bond ETF (BSV) for Q3 2014, worth a combined $8.57B — up 2.3% from $8.37B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new BSV positions and 16 closed out — a net gain of 14 holders — while 158 added to existing stakes and 118 trimmed.

The largest buyer was Managed Account Advisors, adding an estimated $165M. The largest seller was Bank of America, cutting an estimated $257M.

  • 362 institutional investors held Vanguard Short-Term Bond ETF (BSV) as of Q3 2014, up from 350 in Q2 2014.
  • Funds reported $8.57B of Vanguard Short-Term Bond ETF stock for Q3 2014, up 2.3% quarter-over-quarter.
  • 30 funds opened new Vanguard Short-Term Bond ETF positions in Q3 2014 and 16 closed out, a net change of +14 holders.
  • The largest Vanguard Short-Term Bond ETF buyer in Q3 2014 was Managed Account Advisors, an estimated $165M added.
  • The largest Vanguard Short-Term Bond ETF seller in Q3 2014 was Bank of America, an estimated $257M sold.

Based on aggregated 13F filings for Q3 2014.