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Vanguard Short-Term Bond ETF

646 hedge funds and large institutions have $17.4B invested in Vanguard Short-Term Bond ETF in 2018 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 248 increasing their positions, 247 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more funds holding in top 10

Funds holding in top 10: 7173 (+2)

5% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 56

2% more capital invested

Capital invested by funds: $17.2B → $17.4B (+$268M)

0% more repeat investments, than reductions

Existing positions increased: 248 | Existing positions reduced: 247

0.32% more ownership

Funds ownership: 68.83%69.15% (+0.32%)

0% more funds holding

Funds holding: 646646 (0)

Holders
646
Holders Change
Holders Change %
0%
% of All Funds
14.77%
Holding in Top 10
73
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.82%
% of All Funds
1.67%
New
59
Increased
248
Reduced
247
Closed
56
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAGAS
251
Capital Advisory Group Advisory Services
Minnesota
$1.78M -$1.33K -17 -0.1%
WA
252
Wealth Architects
California
$1.76M +$1.41K +18 +0.1%
BIAS
253
Beacon Investment Advisory Services
New Jersey
$1.75M -$69.7K -892 -4%
HP
254
HT Partners
Connecticut
$1.75M -$16.7M -213,495 -90%
PG
255
Proffitt & Goodson
Tennessee
$1.74M +$1.74M +22,270 New
IWM
256
IHT Wealth Management
Illinois
$1.7M +$178K +2,276 +12%
MCM
257
Mengis Capital Management
Oregon
$1.69M +$198K +2,535 +13%
OC
258
Oppenheimer & Co
New York
$1.68M -$112K -1,436 -6%
ZF
259
Zhang Financial
Michigan
$1.66M +$227K +2,912 +16%
HSBC Holdings
260
HSBC Holdings
United Kingdom
$1.65M
BFA
261
Bragg Financial Advisors
North Carolina
$1.64M -$431K -5,523 -21%
GC
262
Gilbert & Cook
Iowa
$1.63M -$22K -281 -1%
CCM
263
Coldstream Capital Management
Washington
$1.6M +$1.6M +20,525 New
RJT
264
Raymond James Trust
Florida
$1.6M -$248K -3,172 -13%
ANBT
265
American National Bank & Trust
Texas
$1.6M -$3.52K -45 -0.2%
SPC
266
Sigma Planning Corp
Michigan
$1.59M -$80.6K -1,032 -5%
AL
267
Aspiriant LLC
California
$1.59M -$356K -4,551 -18%
IFWM
268
Institute for Wealth Management
Colorado
$1.59M -$721K -9,235 -31%
BAM
269
Brave Asset Management
New Jersey
$1.54M -$95.8K -1,226 -6%
ATC
270
Argent Trust Co
Tennessee
$1.53M -$65.2K -834 -4%
HJA
271
Hugh Johnson Advisors
New York
$1.52M -$142K -1,823 -9%
RFC
272
Regions Financial Corp
Alabama
$1.51M -$1.28M -16,341 -46%
LFG
273
Larson Financial Group
Missouri
$1.48M +$545K +6,978 +58%
FCBT
274
First Citizens Bank & Trust
North Carolina
$1.45M -$222K -2,845 -13%
KJWM
275
Kiley Juergens Wealth Management
Washington
$1.44M -$470K -6,022 -25%

BSV Hedge Fund Activity: Q3 2018 in Review

646 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Bond ETF (BSV) for Q3 2018, worth a combined $17.4B — up 1.6% from $17.2B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new BSV positions and 56 closed out — a net gain of 3 holders — while 248 added to existing stakes and 247 trimmed.

The largest buyer was TD Ameritrade Investment Management, adding an estimated $147M. The largest seller was Beacon Capital Management Inc (Ohio), cutting an estimated $90.2M.

  • 646 institutional investors held Vanguard Short-Term Bond ETF (BSV) as of Q3 2018, unchanged from Q2 2018.
  • Funds reported $17.4B of Vanguard Short-Term Bond ETF stock for Q3 2018, up 1.6% quarter-over-quarter.
  • 59 funds opened new Vanguard Short-Term Bond ETF positions in Q3 2018 and 56 closed out, a net change of +3 holders.
  • The largest Vanguard Short-Term Bond ETF buyer in Q3 2018 was TD Ameritrade Investment Management, an estimated $147M added.
  • The largest Vanguard Short-Term Bond ETF seller in Q3 2018 was Beacon Capital Management Inc (Ohio), an estimated $90.2M sold.

Based on aggregated 13F filings for Q3 2018.