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Vanguard Short-Term Bond ETF

733 hedge funds and large institutions have $13.9B invested in Vanguard Short-Term Bond ETF in 2019 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 287 increasing their positions, 259 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 50

11% more repeat investments, than reductions

Existing positions increased: 287 | Existing positions reduced: 259

5.15% more ownership

Funds ownership: 56.84%62% (+5.2%)

2% more funds holding

Funds holding: 717733 (+16)

2% more capital invested

Capital invested by funds: $13.6B → $13.9B (+$280M)

11% less funds holding in top 10

Funds holding in top 10: 7970 (-9)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $2K

Holders
733
Holders Change
+16
Holders Change %
+2.23%
% of All Funds
15.92%
Holding in Top 10
70
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-11.39%
% of All Funds
1.52%
New
77
Increased
287
Reduced
259
Closed
50
Calls
Puts
$2K
Net Calls
-$2K
Net Calls Change
-$2K
Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
251
Parkside Financial Bank & Trust
Missouri
$2.22M +$159K +1,998 +8%
BPWA
252
Beacon Pointe Wealth Advisors
California
$2.18M +$31.4K +394 +1%
CT
253
Coastline Trust
Rhode Island
$2.17M -$142K -1,780 -6%
APA
254
American Portfolios Advisors
New York
$2.16M +$165K +2,075 +8%
CA
255
Cetera Advisors
Colorado
$2.15M -$520K -6,522 -20%
KA
256
Kovack Advisors
Florida
$2.15M +$16.1K +202 +0.8%
CA
257
Calton & Associates
Florida
$2.12M +$98.3K +1,233 +5%
SCP
258
Seizert Capital Partners
Michigan
$2.11M +$3.27K +41 +0.2%
EWM
259
Empirical Wealth Management
Washington
$2.1M +$1.18M +14,765 +131%
JWM
260
Jackson Wealth Management
Florida
$2.08M +$27.3K +342 +1%
KeyBank National Association
261
KeyBank National Association
Ohio
$2.03M +$99K +1,241 +5%
BW
262
Bison Wealth
Georgia
$2.03M +$99.9K +1,253 +5%
HIM
263
Hanlon Investment Management
New Jersey
$2M +$1.74M +21,796 +702%
SPC
264
Sigma Planning Corp
Michigan
$2M -$136K -1,706 -6%
GJIC
265
Gamble Jones Investment Counsel
California
$1.99M -$586K -7,350 -23%
SIA
266
Strategic Investment Advisors
Michigan
$1.96M +$422K +5,296 +28%
KWM
267
Kingsview Wealth Management
Oregon
$1.95M +$115K +1,446 +6%
PAM
268
Peak Asset Management
Colorado
$1.91M +$146K +1,825 +8%
Koshinski Asset Management
269
Koshinski Asset Management
Illinois
$1.9M +$26.6K +334 +1%
EAM
270
Evanson Asset Management
California
$1.89M +$7.34K +92 +0.4%
JFA
271
Johanson Financial Advisors
California
$1.86M -$356K -4,470 -16%
EAMA
272
EFG Asset Management (Americas)
Florida
$1.85M -$287K -3,601 -14%
WA
273
Wealth Architects
California
$1.84M +$6.3K +79 +0.3%
PG
274
Proffitt & Goodson
Tennessee
$1.82M +$52.2K +655 +3%
LSAG
275
Lake Street Advisors Group
New Hampshire
$1.82M +$3.11K +39 +0.2%

BSV Hedge Fund Activity: Q2 2019 in Review

733 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Bond ETF (BSV) for Q2 2019, worth a combined $13.9B — up 2.1% from $13.6B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new BSV positions and 50 closed out — a net gain of 27 holders — while 287 added to existing stakes and 259 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $68.9M. The largest seller was Beacon Capital Management Inc (Ohio), cutting an estimated $109M.

  • 733 institutional investors held Vanguard Short-Term Bond ETF (BSV) as of Q2 2019, up from 717 in Q1 2019.
  • Funds reported $13.9B of Vanguard Short-Term Bond ETF stock for Q2 2019, up 2.1% quarter-over-quarter.
  • 77 funds opened new Vanguard Short-Term Bond ETF positions in Q2 2019 and 50 closed out, a net change of +27 holders.
  • The largest Vanguard Short-Term Bond ETF buyer in Q2 2019 was Envestnet Asset Management, an estimated $68.9M added.
  • The largest Vanguard Short-Term Bond ETF seller in Q2 2019 was Beacon Capital Management Inc (Ohio), an estimated $109M sold.

Based on aggregated 13F filings for Q2 2019.