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Vanguard Short-Term Bond ETF
BSV

827 hedge funds and large institutions have $13.3B invested in Vanguard Short-Term Bond ETF in 2019 Q4 according to their latest regulatory filings, with 158 funds opening new positions, 328 increasing their positions, 225 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more first-time investments, than exits

New positions opened: 158 | Existing positions closed: 48

46% more repeat investments, than reductions

Existing positions increased: 328 | Existing positions reduced: 225

19% more funds holding in top 10

Funds holding in top 10: 63 → 75 (+12)

14% more funds holding

Funds holding: 726 → 827 (+101)

6% more capital invested

Capital invested by funds: $12.6B → $13.3B (+$715M)

2.18% more ownership

Funds ownership: 57.62% → 59.8% (+2.2%)

Holders
827
Holders Change
+101
Holders Change %
+13.91%
% of All Funds
16.3%
Holding in Top 10
75
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+19.05%
% of All Funds
1.48%
New
158
Increased
328
Reduced
225
Closed
48
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TI
Truepoint Inc
Ohio
+$105M
2
JFA
Johanson Financial Advisors
California
+$101M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$100M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$87.8M
5
Truist Financial
Truist Financial
North Carolina
+$87.6M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$73.2M
2
AllianceBernstein
AllianceBernstein
Tennessee
-$34.8M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$32.1M
4
FMT
First Mercantile Trust
Tennessee
-$26.1M
5
M&T Bank
M&T Bank
New York
-$17.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
CA
251
Cambridge Associates
Massachusetts
$2.89M – – –
TI
252
tru Independence
Oregon
$2.89M +$2.84M +35,178 New
PFPT
253
Pinnacle Financial Partners (Tennessee)
Tennessee
$2.89M -$139K -1,721 -5%
HPC
254
HM Payson & Co
Maine
$2.89M +$102K +1,260 +4%
Lazard Asset Management
255
Lazard Asset Management
New York
$2.88M – – –
CL
256
CPWM LLC
Washington
$2.83M -$84.8K -1,051 -3%
BIA
257
BHK Investment Advisors
Alabama
$2.76M +$262K +3,241 +10%
CC
258
Callan Capital
California
$2.73M -$116K -1,442 -4%
FSA
259
Financial Sense Advisors
California
$2.71M +$232K +2,872 +9%
AW
260
Alpha Windward
Massachusetts
$2.7M +$191K +2,366 +8%
Cetera Investment Advisers
261
Cetera Investment Advisers
Illinois
$2.7M -$221K -2,734 -8%
C
262
Clearshares
New York
$2.68M – – –
SIA
263
Strategic Investment Advisors
Michigan
$2.68M +$350K +4,339 +15%
MAFM
264
Mid Atlantic Financial Management
Pennsylvania
$2.67M +$335K +4,157 +14%
Luther King Capital Management (LKCM)
265
Luther King Capital Management (LKCM)
Texas
$2.65M – – –
VCAM
266
Van Cleef Asset Management
Ohio
$2.62M -$97.7K -1,210 -4%
SIS
267
SVB Investment Services
Utah
$2.62M +$2.63M +32,539 New
Rockefeller Capital Management
268
Rockefeller Capital Management
New York
$2.6M +$666K +8,247 +34%
WCM
269
Windham Capital Management
Massachusetts
$2.57M -$14.8M -182,791 -85%
CAGAS
270
Capital Advisory Group Advisory Services
Minnesota
$2.57M +$88.9K +1,101 +4%
PFG
271
Pacific Financial Group
Washington
$2.56M +$2.15M +26,698 +526%
CFA
272
Cahill Financial Advisors
Minnesota
$2.55M +$340K +4,214 +15%
JWS
273
Juncture Wealth Strategies
Arizona
$2.54M +$384K +4,754 +18%
RVPG
274
Relative Value Partners Group
$2.54M +$396K +4,904 +18%
WB
275
Webster Bank
Connecticut
$2.5M -$97.4K -1,207 -4%
9 10
11
12 13

BSV Hedge Fund Activity: Q4 2019 in Review

827 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Bond ETF (BSV) for Q4 2019, worth a combined $13.3B — up 5.7% from $12.6B a quarter earlier.

Buyers outnumbered sellers: 158 funds opened new BSV positions and 48 closed out — a net gain of 110 holders — while 328 added to existing stakes and 225 trimmed.

The largest buyer was Truepoint Inc, opening a new position worth an estimated $105M. The largest seller was Citadel Advisors, cutting an estimated $73.2M.

  • 827 institutional investors held Vanguard Short-Term Bond ETF (BSV) as of Q4 2019, up from 726 in Q3 2019.
  • Funds reported $13.3B of Vanguard Short-Term Bond ETF stock for Q4 2019, up 5.7% quarter-over-quarter.
  • 158 funds opened new Vanguard Short-Term Bond ETF positions in Q4 2019 and 48 closed out, a net change of +110 holders.
  • The largest Vanguard Short-Term Bond ETF buyer in Q4 2019 was Truepoint Inc, an estimated $105M added.
  • The largest Vanguard Short-Term Bond ETF seller in Q4 2019 was Citadel Advisors, an estimated $73.2M sold.

Based on aggregated 13F filings for Q4 2019.