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Vanguard Short-Term Bond ETF

415 hedge funds and large institutions have $9.4B invested in Vanguard Short-Term Bond ETF in 2015 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 174 increasing their positions, 138 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 34

26% more repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 138

13% more capital invested

Capital invested by funds: $8.34B → $9.4B (+$1.06B)

2.5% more ownership

Funds ownership: 57.74%60.23% (+2.5%)

2% more funds holding

Funds holding: 405415 (+10)

7% less funds holding in top 10

Funds holding in top 10: 5753 (-4)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $217K

Holders
415
Holders Change
+10
Holders Change %
+2.47%
% of All Funds
11.06%
Holding in Top 10
53
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.02%
% of All Funds
1.41%
New
51
Increased
174
Reduced
138
Closed
34
Calls
Puts
$217K
Net Calls
-$217K
Net Calls Change
-$217K
Name Holding Trade Value Shares
Change
Change in
Stake
YP
276
Yellowstone Partners
Idaho
$494K +$279K +3,474 +131%
ATC
277
Argent Trust Co
Tennessee
$490K +$489K +6,086 New
GWM
278
Gupta Wealth Management
California
$486K +$484K +6,035 New
TC
279
Taylor Cottrill
New Hampshire
$484K
SFPM
280
Sensible Financial Planning & Management
Massachusetts
$475K -$60.8K -758 -11%
Bessemer Group
281
Bessemer Group
New Jersey
$468K
RJT
282
Raymond James Trust
Florida
$465K -$367K -4,571 -44%
MWP
283
MYCIO Wealth Partners
Pennsylvania
$454K +$642 +8 +0.1%
LC
284
Lourd Capital
California
$451K
CCS
285
Crosspoint Capital Strategies
California
$450K +$448K +5,586 New
SPC
286
Sigma Planning Corp
Michigan
$434K -$141K -1,760 -25%
Thrivent Financial for Lutherans
287
Thrivent Financial for Lutherans
Minnesota
$433K -$68.7K -856 -14%
WP
288
WMS Partners
Maryland
$415K +$159K +1,985 +63%
FPFS
289
First Personal Financial Services
North Carolina
$413K -$60K -748 -13%
AC
290
Addison Capital
Pennsylvania
$406K +$7.38K +92 +2%
GP
291
Girard Partners
Pennsylvania
$404K +$116K +1,444 +40%
CC
292
Courier Capital
New York
$401K
GIM
293
Goelzer Investment Management
Indiana
$396K +$30.6K +381 +8%
DIA
294
Denver Investment Advisors
Colorado
$394K
JIC
295
Johnson Investment Counsel
Ohio
$393K
SIA
296
SeaBridge Investment Advisors
New Jersey
$393K
RC
297
RegentAtlantic Capital
New Jersey
$392K +$5.94K +74 +2%
VKH
298
Virtu KCG Holdings
New York
$388K -$7.13M -88,872 -95%
BAAM
299
Baker Avenue Asset Management
California
$374K
BWM
300
Bernicke Wealth Management
Wisconsin
$372K -$64.5K -803 -15%

BSV Hedge Fund Activity: Q1 2015 in Review

415 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Bond ETF (BSV) for Q1 2015, worth a combined $9.4B — up 13% from $8.34B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new BSV positions and 34 closed out — a net gain of 17 holders — while 174 added to existing stakes and 138 trimmed.

The largest buyer was Bank of America, adding an estimated $324M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $306M.

  • 415 institutional investors held Vanguard Short-Term Bond ETF (BSV) as of Q1 2015, up from 405 in Q4 2014.
  • Funds reported $9.4B of Vanguard Short-Term Bond ETF stock for Q1 2015, up 13% quarter-over-quarter.
  • 51 funds opened new Vanguard Short-Term Bond ETF positions in Q1 2015 and 34 closed out, a net change of +17 holders.
  • The largest Vanguard Short-Term Bond ETF buyer in Q1 2015 was Bank of America, an estimated $324M added.
  • The largest Vanguard Short-Term Bond ETF seller in Q1 2015 was Manulife (Manufacturers Life Insurance), an estimated $306M sold.

Based on aggregated 13F filings for Q1 2015.