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Vanguard Short-Term Bond ETF

350 hedge funds and large institutions have $8.37B invested in Vanguard Short-Term Bond ETF in 2014 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 141 increasing their positions, 123 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 21

15% more repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 123

8% more capital invested

Capital invested by funds: $7.75B → $8.37B (+$623M)

1.68% more ownership

Funds ownership: 56.08%57.76% (+1.7%)

1% more funds holding

Funds holding: 348350 (+2)

6% less funds holding in top 10

Funds holding in top 10: 4946 (-3)

Holders
350
Holders Change
+2
Holders Change %
+0.57%
% of All Funds
10.06%
Holding in Top 10
46
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.12%
% of All Funds
1.32%
New
26
Increased
141
Reduced
123
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ALA
276
Atherton Lane Advisers
California
$320K +$320K +3,985 New
MCM
277
Maple Capital Management
Vermont
$315K -$75.8K -945 -19%
Two Sigma Investments
278
Two Sigma Investments
New York
$304K -$1.06M -13,223 -78%
CNB
279
City National Bank
California
$299K +$75.1K +936 +34%
FMII
280
Farmers & Merchants Investments Inc
Nebraska
$298K +$278K +3,471 +1,477%
WRTC
281
Wind River Trust Company
Wyoming
$297K
GI
282
Glovista Investments
New Jersey
$281K -$120K -1,500 -30%
BEAM
283
Baker Ellis Asset Management
Washington
$281K
TWA
284
TCI Wealth Advisors
Arizona
$270K -$3.37K -42 -1%
CTB
285
Country Trust Bank
Illinois
$268K +$267K +3,330 New
WP
286
WMS Partners
Maryland
$254K -$6.02K -75 -2%
RC
287
Reik & Co
New York
$251K
S
288
SignatureFD
Georgia
$247K -$16K -200 -6%
CCMG
289
Clark Capital Management Group
Pennsylvania
$247K -$4.01K -50 -2%
CS
290
Comerica Securities
Michigan
$243K +$242K +3,020 New
I
291
IberiaBank
Louisiana
$242K -$51.7K -644 -18%
CCG
292
Cypress Capital Group
Florida
$218K +$218K +2,712 New
LIA
293
LS Investment Advisors
Michigan
$217K
PIM
294
Provident Investment Management
Michigan
$217K +$217K +2,700 New
BCM
295
Brookmont Capital Management
Texas
$215K +$6.66K +83 +3%
MWR
296
McAdams Wright Ragen
Washington
$213K
PWM
297
Perigon Wealth Management
California
$208K
YP
298
Yellowstone Partners
Idaho
$207K
GP
299
Girard Partners
Pennsylvania
$206K -$2.41K -30 -1%
CPO
300
Cerity Partners OCIO
New York
$205K +$205K +2,552 New

BSV Hedge Fund Activity: Q2 2014 in Review

350 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Bond ETF (BSV) for Q2 2014, worth a combined $8.37B — up 8% from $7.75B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new BSV positions and 21 closed out — a net gain of 5 holders — while 141 added to existing stakes and 123 trimmed.

The largest buyer was Bank of America, adding an estimated $217M. The largest seller was Wells Fargo, cutting an estimated $92M.

  • 350 institutional investors held Vanguard Short-Term Bond ETF (BSV) as of Q2 2014, up from 348 in Q1 2014.
  • Funds reported $8.37B of Vanguard Short-Term Bond ETF stock for Q2 2014, up 8% quarter-over-quarter.
  • 26 funds opened new Vanguard Short-Term Bond ETF positions in Q2 2014 and 21 closed out, a net change of +5 holders.
  • The largest Vanguard Short-Term Bond ETF buyer in Q2 2014 was Bank of America, an estimated $217M added.
  • The largest Vanguard Short-Term Bond ETF seller in Q2 2014 was Wells Fargo, an estimated $92M sold.

Based on aggregated 13F filings for Q2 2014.