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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
CNB
251
City National Bank
California
$648K +$353K +4,397 +120%
AT
252
Acadia Trust
Maine
$642K -$4.01K -50 -0.6%
HIS
253
Horizon Investment Services
Indiana
$640K +$23K +287 +4%
LIM
254
Loudon Investment Management
New Hampshire
$637K +$40.1K +500 +7%
LCP
255
Legacy Capital Partners
Wisconsin
$635K -$2.49K -31 -0.4%
WCA
256
Westover Capital Advisors
Delaware
$627K -$20.1K -250 -3%
WS
257
Wedbush Securities
California
$621K +$18.6K +232 +3%
SC
258
Scotia Capital
Ontario, Canada
$615K -$2.24M -27,916 -79%
TSS
259
Two Sigma Securities
New York
$611K +$297K +3,703 +95%
AIS
260
American Investment Services
Massachusetts
$610K
FTIOP
261
Fiduciary Trust International of Pennsylvania
Pennsylvania
$609K -$72.6K -905 -11%
Invesco
262
Invesco
Georgia
$597K -$25.7K -320 -4%
BJL
263
Brighton Jones LLC
Washington
$596K -$17.7K -221 -3%
AAM
264
Autus Asset Management
Arizona
$590K -$6.82K -85 -1%
FC
265
Forte Capital
New York
$588K -$102K -1,265 -15%
NIM
266
Northeast Investment Management
Massachusetts
$576K -$7.54K -94 -1%
ASN
267
Advisory Services Network
Georgia
$573K +$344K +4,284 +152%
AWA
268
Arete Wealth Advisors
Illinois
$549K +$642 +8 +0.1%
CCT
269
Country Club Trust
Missouri
$546K +$20.9K +261 +4%
TGI
270
Tradewinds Global Investors
California
$535K +$535K +6,660 New
AC
271
Alexandria Capital
Virginia
$534K
VCAM
272
Van Cleef Asset Management
Ohio
$533K -$37.7K -470 -7%
SWM
273
Stockman Wealth Management
Montana
$527K -$161K -2,000 -23%
PA
274
Pinnacle Associates
New York
$526K -$119K -1,485 -19%
FHA
275
First Horizon Advisors
Tennessee
$523K +$9.63K +120 +2%

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.