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Vanguard Short-Term Bond ETF

718 hedge funds and large institutions have $13.6B invested in Vanguard Short-Term Bond ETF in 2019 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 259 increasing their positions, 272 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 58

2% more funds holding

Funds holding: 706718 (+12)

5% less repeat investments, than reductions

Existing positions increased: 259 | Existing positions reduced: 272

12.8% less ownership

Funds ownership: 69.65%56.85% (-13%)

20% less funds holding in top 10

Funds holding in top 10: 9979 (-20)

30% less capital invested

Capital invested by funds: $19.4B → $13.6B (-$5.81B)

Holders
718
Holders Change
+12
Holders Change %
+1.7%
% of All Funds
15.54%
Holding in Top 10
79
Holding in Top 10 Change
-20
Holding in Top 10 Change %
-20.2%
% of All Funds
1.71%
New
79
Increased
259
Reduced
272
Closed
58
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BIA
251
BHK Investment Advisors
Alabama
$2.21M +$81.3K +1,030 +4%
JFA
252
Johanson Financial Advisors
California
$2.2M -$851K -10,778 -28%
DC
253
Davenport & Co
Virginia
$2.17M +$1.52M +19,233 +241%
CAGAS
254
Capital Advisory Group Advisory Services
Minnesota
$2.16M -$154K -1,952 -7%
Rockefeller Capital Management
255
Rockefeller Capital Management
New York
$2.13M +$1.77M +22,448 +521%
BPWA
256
Beacon Pointe Wealth Advisors
California
$2.13M -$13.7K -173 -0.6%
EAMA
257
EFG Asset Management (Americas)
Florida
$2.12M -$122K -1,548 -5%
MIA
258
MainStreet Investment Advisors
Illinois
$2.12M +$2.1M +26,622 New
KA
259
Kovack Advisors
Florida
$2.11M -$19.6K -248 -0.9%
SPC
260
Sigma Planning Corp
Michigan
$2.11M +$369K +4,676 +21%
SCP
261
Seizert Capital Partners
Michigan
$2.08M -$29.5K -374 -1%
PFBT
262
Parkside Financial Bank & Trust
Missouri
$2.04M +$155K +1,962 +8%
JWM
263
Jackson Wealth Management
Florida
$2.03M +$70.9K +898 +4%
RVPG
264
Relative Value Partners Group
$2.02M -$111K -1,408 -5%
CA
265
Calton & Associates
Florida
$2M -$135K -1,711 -6%
APA
266
American Portfolios Advisors
New York
$1.97M +$485K +6,141 +33%
CFB
267
Cullen/Frost Bankers
Texas
$1.95M +$1.29M +16,377 +129%
FWM
268
Frontier Wealth Management
Missouri
$1.94M +$55.4K +702 +3%
WF
269
Welch & Forbes
Massachusetts
$1.92M -$278K -3,525 -13%
KeyBank National Association
270
KeyBank National Association
Ohio
$1.91M +$288K +3,652 +18%
BW
271
Bison Wealth
Georgia
$1.91M +$54.8K +695 +3%
EAM
272
Evanson Asset Management
California
$1.86M -$225K -2,856 -11%
PI
273
Parkside Investments
Illinois
$1.83M -$257K -3,255 -12%
WA
274
Wealth Architects
California
$1.81M +$116K +1,467 +7%
KWM
275
Kingsview Wealth Management
Oregon
$1.81M -$73.8K -935 -4%

BSV Hedge Fund Activity: Q1 2019 in Review

718 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Bond ETF (BSV) for Q1 2019, worth a combined $13.6B — down 30% from $19.4B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new BSV positions and 58 closed out — a net gain of 21 holders — while 259 added to existing stakes and 272 trimmed.

The largest buyer was Jane Street, adding an estimated $87.8M. The largest seller was Bank of America, cutting an estimated $3.18B.

  • 718 institutional investors held Vanguard Short-Term Bond ETF (BSV) as of Q1 2019, up from 706 in Q4 2018.
  • Funds reported $13.6B of Vanguard Short-Term Bond ETF stock for Q1 2019, down 30% quarter-over-quarter.
  • 79 funds opened new Vanguard Short-Term Bond ETF positions in Q1 2019 and 58 closed out, a net change of +21 holders.
  • The largest Vanguard Short-Term Bond ETF buyer in Q1 2019 was Jane Street, an estimated $87.8M added.
  • The largest Vanguard Short-Term Bond ETF seller in Q1 2019 was Bank of America, an estimated $3.18B sold.

Based on aggregated 13F filings for Q1 2019.